Client Service Associate**

Morgan Stanley UK

Richmond, 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.
  • 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

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
  • onboarding and maintaining client accounts
  • Microsoft Office products

Nice-to-have

  • elevated standard of care
  • engaging and utilizing firm capabilities
  • collaboration with Financial Advisors
  • creative thinkers
  • passion and grit

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)
  • College degree preferred
  • Industry experience is a plus

Work Rights

Not specified

Tailored Resume

Cover Letter