Client Service Associate**

Morstan

Client relationship management
Processing client requests
Onboarding and maintaining client accounts
Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care

Job Summary

  • Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care.
  • This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients.
  • At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered.

Matching Summary

Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care.

Skills & Requirements

Must-have

  • Client relationship management
  • Processing client requests
  • Onboarding and maintaining client accounts
  • Financial Advisor support
  • Marketing material maintenance

Nice-to-have

  • Collaborating with Financial Advisors
  • Engaging in training programs
  • Proactive participation in firm initiatives
  • Seeking peer sharing opportunities

Key Requirements

  • High School Diploma/Equivalency
  • Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
  • Strong computer skills
  • Exceptional writing, interpersonal and client service skills
  • Detail orientated with superior organizational skills

Work Rights

Not specified

Tailored Resume

Cover Letter