Base: $34,320 to $90,000 py; bonus/equity: commiss...
Exceptional client service
Interpersonal skills
Money movement transactions
Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis
Job Summary
Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis.
Duties include executing money movement transactions, answering account-related questions, and educating clients on digital tools.
The role also involves administrative support such as managing calendars, coordinating meetings, and handling travel arrangements.
Matching Summary
Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis.
Salary
Base: $34,320 to $90,000 per year; Bonus/Equity: commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages; Benefits: other Morgan Stanley sponsored benefit programs
Skills & Requirements
Must-have
Exceptional client service
Interpersonal skills
Money movement transactions
Digital tools enrollment
Inbound/outbound calls
Nice-to-have
Client first mindset
Collaborate with others
Fast-paced environment
Goal oriented
Adaptable
Key Requirements
High School Diploma/Equivalency
College degree preferred
Industry experience is a plus
Willingness to obtain Series 7 and Series 66/63/65