Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through client-first interactions
Job Summary
Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through client-first interactions.
Key responsibilities include supporting client relationships, executing transactions, answering account inquiries, educating clients on digital tools, and managing administrative tasks like calendars and expense reports.
Morgan Stanley offers an environment to work alongside talented individuals, with support, empowerment, and opportunities for career growth, alongside attractive employee benefits.
Matching Summary
Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through client-first interactions.
Skills & Requirements
Must-have
Exceptional client service
Money movement transactions
Digital tools enrollment
Inbound and outbound calls
Calendar management
Expense report preparation
Nice-to-have
Client first mindset
Trusted relationships
Collaborate with others
Fast-paced environment
Adaptable and multi-task
Key Requirements
High School Diploma/Equivalency
College degree preferred
Industry experience is a plus
Willingness to obtain Series 7, Series 66 or Series 63 and Series 65