Client Service Associate

Morgan Stanley UK

Purchase, United States
$58,000 - $115,000 py; not specified; attractive +...
Client relationship management
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, educating clients on digital tools, and supporting marketing strategies.
  • Morgan Stanley offers an opportunity to work alongside talented individuals in a supportive environment with comprehensive employee benefits and perks, and ample opportunity for career growth.

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

$58,000 - $115,000 per year; Not specified; Attractive and comprehensive employee benefits and perks

Skills & Requirements

Must-have

  • Client relationship management
  • Money movement transactions
  • Digital tools enrollment
  • Inbound and outbound calls
  • Calendar and meeting management
  • Expense report preparation

Nice-to-have

  • Client first mindset
  • Collaborative team player
  • Adaptable to change
  • Goal-oriented and self-motivated

Key Requirements

  • High School Diploma/Equivalency
  • Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) licenses
  • Advanced Microsoft Office skills
  • Exceptional writing, interpersonal, and client service skills

Work Rights

Not specified

Tailored Resume

Cover Letter