Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships
Job Summary
Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships.
Duties include executing money movement transactions, answering non-investment related questions, assisting with digital tools, and supporting marketing strategies.
Morgan Stanley offers an opportunity to work alongside the best and brightest in an environment where employees are supported and empowered, with attractive benefits.
Matching Summary
Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships.
Salary
Base: $31,200 - $90,000; Bonus/Equity: Commission earnings, incentive compensation, discretionary bonuses; Benefits: Other Morgan Stanley sponsored benefit programs
Skills & Requirements
Must-have
Exceptional client service skills
Strong interpersonal skills
Advanced Microsoft Office skills
Detail-oriented and organized
Ability to work in a fast-paced environment
Nice-to-have
Client first mindset
Collaborative team player
Goal-oriented and self-motivated
Adaptable and multi-tasking ability
Key Requirements
High School Diploma/Equivalency
Willingness to obtain Series 7 and Series 66/63/65