Client Service Associate

Morgan Stanley

Longview, United States
On-site
Client relationship enhancement
Processing client requests
Resolving client inquiries
Morgan Stanley is seeking a Client Service Associate in Longview, United States, to enhance client relationships and support business growth through superior service and communication. The role requires strong organizational and interpersonal skills, as well as a willingness to pursue relevant industry certifications

Job Summary

  • Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care.
  • This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients.
  • Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model.

Matching Summary

Match Score: 85

Morgan Stanley is seeking a Client Service Associate in Longview, United States, to enhance client relationships and support business growth through superior service and communication. The role requires strong organizational and interpersonal skills, as well as a willingness to pursue relevant industry certifications.

Skills & Requirements

Must-have

  • Client relationship enhancement
  • Processing client requests
  • Resolving client inquiries
  • Onboarding and maintaining client accounts
  • Microsoft Office proficiency
  • Team collaboration

Nice-to-have

  • Utilizing firm capabilities
  • Supporting marketing strategy
  • Engaging in training programs
  • Proactive participation in firm initiatives

Key Requirements

  • High School Diploma/Equivalency
  • College degree preferred
  • Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

Work Rights

Not specified

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