Client Service Associate - Part Time

Morgan Stanley UK

Baton Rouge, United States
Client relationship management
Processing client requests
Resolving client inquiries
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.
  • The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabilities of the firm.
  • 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
  • Resolving client inquiries
  • Maintaining client documentation
  • Onboarding and maintaining client accounts
  • Processing money movement transactions

Nice-to-have

  • Elevated standard of care
  • Engaging with firm capabilities
  • Business plan development
  • Marketing strategy support
  • Peer sharing and collaboration

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