Competitive base salary; pyid time off, savings pr...
Exceptional interpersonal and client service skills
Ability to handle high volume of requests
Understanding of firm policies and digital tools
This role involves providing industry-leading service to Morgan Stanley institutional and retail clients to enhance their financial experience
Job Summary
This role involves providing industry-leading service to Morgan Stanley institutional and retail clients to enhance their financial experience.
The company offers a robust training program including paid study time to obtain Series 7 and 66 licenses within 120 days of hire.
Employees will work collaboratively with Financial Advisors to identify opportunities for deepening client relationships and resolving inquiries efficiently.
Matching Summary
This role involves providing industry-leading service to Morgan Stanley institutional and retail clients to enhance their financial experience.
Salary
Competitive base salary; Paid time off, savings programs, health care, insurance plans; 401(k) matching and employee stock purchase program
Skills & Requirements
Must-have
Exceptional interpersonal and client service skills
Ability to handle high volume of requests
Understanding of firm policies and digital tools
Nice-to-have
Passion for understanding participants' financial needs