Client Service Associate

Morgan Stanley UK

Colchester, United States
Base: $33,280 - $85,000; bonus/equity: not specifi...
Exceptional client service
Money movement transactions
Digital tools enrollment
Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through regular client interactions

Job Summary

  • Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through regular client interactions.
  • Key responsibilities include executing money movement transactions, answering non-investment related account questions, and educating clients on digital tools.
  • Morgan Stanley offers attractive and comprehensive employee benefits and perks, with ample opportunity for career advancement within the firm.

Matching Summary

Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through regular client interactions.

Salary

Base: $33,280 - $85,000; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Exceptional client service
  • Money movement transactions
  • Digital tools enrollment
  • Calendar management
  • Expense report preparation

Nice-to-have

  • Client relationship enhancement
  • Marketing strategy support
  • Team collaboration
  • Adaptable to evolving environment

Key Requirements

  • High School Diploma/Equivalency
  • Willingness to obtain Series 7 and Series 66/63/65 licenses
  • Advanced Microsoft Office skills

Work Rights

Not specified

Tailored Resume

Cover Letter