Morgan Stanley is seeking a Client Service Associate to provide exceptional service to clients and support Financial Advisors in a busy office environment. The ideal candidate will possess strong interpersonal skills and a client-first mindset, along with the ability to carry out various administrative tasks
Job Summary
Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis.
This role involves supporting FAs/PWAs/teams in cultivating and enhancing client relationships, executing transactions, and answering client inquiries.
Morgan Stanley offers an environment where employees are supported and empowered, with ample opportunity for growth.
Matching Summary
Match Score: 85
Morgan Stanley is seeking a Client Service Associate to provide exceptional service to clients and support Financial Advisors in a busy office environment. The ideal candidate will possess strong interpersonal skills and a client-first mindset, along with the ability to carry out various administrative tasks.
Skills & Requirements
Must-have
Exceptional client service
Money movement transactions
Digital tools enrollment
Calendar management
Advanced Microsoft Office skills
Nice-to-have
Client relationship enhancement
Marketing strategy support
Team player
Goal-oriented and self-motivated
Key Requirements
High School Diploma/Equivalency
College degree preferred
Industry experience is a plus
Willingness to obtain Series 7 and Series 66 (or Series 63 and Series 65)