Part-time Client Service Associate

Morstan

Base: $55,000 - $95,000 py; bonus/equity: eligible...
Client relationship management
Money movement transaction execution
Advanced microsoft office skills
Client Service Associates provide exceptional service to clients and support Financial Advisors and Private Wealth Advisors through daily interactions and trusted relationships

Job Summary

  • Client Service Associates provide exceptional service to clients and support Financial Advisors and Private Wealth Advisors through daily interactions and trusted relationships.
  • Morgan Stanley offers a comprehensive benefits package including medical, dental, vision, paid time off, 401(k), and various insurance plans along with opportunities for career growth.
  • The company values diversity, inclusion, and integrity, fostering a collaborative and supportive work environment for its employees worldwide.

Matching Summary

Client Service Associates provide exceptional service to clients and support Financial Advisors and Private Wealth Advisors through daily interactions and trusted relationships.

Salary

Base: $55,000 - $95,000 per year; Bonus/Equity: Eligible for discretionary incentive compensation and bonus components; Benefits: Medical, Prescription Drug, Dental, Vision, Health Savings Account, Paid Time Off, 401(k), and more

Skills & Requirements

Must-have

  • Client relationship management
  • Money movement transaction execution
  • Advanced Microsoft Office skills
  • Calendar and meeting coordination
  • Exceptional interpersonal skills

Nice-to-have

  • Team collaboration
  • Adaptability and multitasking
  • Goal oriented and self-motivated
  • Fast-paced environment experience
  • Digital tool education

Key Requirements

  • High School Diploma or Equivalency
  • College degree preferred
  • Willingness to obtain Series 7 and Series 66 or Series 63 and Series 65 licenses
  • Industry experience is a plus

Work Rights

Not specified

Tailored Resume

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