Client Service Associate

Morgan Stanley

Birmingham, United States
Strong interpersonal skills
Advanced microsoft office skills
Detail oriented and organized
Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis

Job Summary

  • Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis.
  • Successful candidates will build trusted relationships and assist clients with their everyday needs.
  • Morgan Stanley offers comprehensive employee benefits and opportunities for career advancement.

Matching Summary

Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis.

Skills & Requirements

Must-have

  • strong interpersonal skills
  • advanced Microsoft Office skills
  • detail oriented and organized

Nice-to-have

  • team player with collaboration skills
  • ability to work in fast-paced environment
  • goal oriented and self-motivated

Key Requirements

  • High School Diploma or equivalent
  • Willingness to obtain Series 7 and Series 66 or Series 63 and Series 65

Work Rights

Not specified

Tailored Resume

Cover Letter