Base: $55,000 - $95,000 py; bonus: eligible for an...
Strong interpersonal and client service skills
Advanced microsoft office proficiency
Detail-oriented with superior organizational skills
Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis
Job Summary
Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis.
The role involves executing money movement transactions, managing calendars, and assisting with marketing strategies.
Morgan Stanley offers comprehensive benefits including medical, dental, vision, 401(k), and paid time off.
Matching Summary
Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis.
Salary
Base: $55,000 - $95,000 per year; Bonus: Eligible for annual discretionary incentive compensation; Benefits: Full spectrum including Medical, Dental, Vision, 401(k), and Paid Time Off
Skills & Requirements
Must-have
Strong interpersonal and client service skills
Advanced Microsoft Office proficiency
Detail-oriented with superior organizational skills
Nice-to-have
Willingness to obtain Series 7 and 66 licenses
Experience in a fast-paced evolving environment
Goal oriented and self-motivated attitude
Key Requirements
High School Diploma required
College degree preferred
Willingness to obtain Series 7, 66, or 63/65 licenses