Client Service Associate

Morgan Stanley

Ridgeland, United States
**
Client relationship management
Processing client requests
Onboarding and maintaining client accounts
** Morgan Stanley is seeking a Client Service Associate in Ridgeland, United States, to enhance client relationships and support business growth through excellent service and knowledge of firm capabilities. The role entails client support, partnership with Financial Advisors, and administrative duties, requiring strong interpersonal skills and a detail-oriented approach. **

Job Summary

  • Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care.
  • This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients.
  • 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

Match Score: 75

** Morgan Stanley is seeking a Client Service Associate in Ridgeland, United States, to enhance client relationships and support business growth through excellent service and knowledge of firm capabilities. The role entails client support, partnership with Financial Advisors, and administrative duties, requiring strong interpersonal skills and a detail-oriented approach. **

Skills & Requirements

Must-have

  • Client relationship management
  • Processing client requests
  • Onboarding and maintaining client accounts
  • Partnering with Financial Advisors
  • Strong computer and Microsoft Office skills

Nice-to-have

  • Elevated standard of care
  • Utilizing full firm capabilities
  • Goal oriented and results driven
  • Team player with collaboration ability

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter