Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through regular client interactions
Job Summary
Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through regular client interactions.
Responsibilities include executing money movement transactions, answering non-investment related questions, assisting with digital tools, and supporting marketing strategies.
Morgan Stanley offers an environment where employees are supported and empowered, with ample opportunity for growth and 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 regular client interactions.
Skills & Requirements
Must-have
Exceptional client service skills
Strong interpersonal skills
Advanced Microsoft Office skills
Detail oriented and organized
Ability to multitask
Nice-to-have
Client first mindset
Team player
Goal oriented and self-motivated
Adaptable to evolving environment
Key Requirements
High School Diploma/Equivalency
Willingness to obtain Series 7 and Series 66/63/65