Client Service Associate

Morgan Stanley

Charleston, United States
On-site
Client relationship management
Processing client requests
Onboarding and maintaining client accounts
Morgan Stanley is seeking a Client Service Associate in Charleston, United States, who will focus on enhancing client relationships and supporting financial advisors. The role requires strong client service skills, attention to detail, and a willingness to learn and adapt within a fast-paced environment

Job Summary

  • Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care.
  • Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model.
  • Actively engage in available training and education programs – including firm strategic priorities, professional development and staying current on policies, procedures and new platforms.

Matching Summary

Match Score: 85

Morgan Stanley is seeking a Client Service Associate in Charleston, United States, who will focus on enhancing client relationships and supporting financial advisors. The role requires strong client service skills, attention to detail, and a willingness to learn and adapt within a fast-paced environment.

Skills & Requirements

Must-have

  • Client relationship management
  • Processing client requests
  • Onboarding and maintaining client accounts
  • Supporting financial advisors
  • Marketing strategy support

Nice-to-have

  • Elevated standard of care
  • Engaging full firm capabilities
  • Goal-oriented and results-driven

Key Requirements

  • High School Diploma/Equivalency
  • Willingness to obtain Series 7 and Series 66 or Series 63 and Series 65
  • Strong computer skills and knowledge of Microsoft Office products
  • Exceptional writing, interpersonal and client service skills
  • Detail orientated with superior organizational skills

Work Rights

Not specified

Tailored Resume

Cover Letter