Base: $33,280 - $85,000 py; bonus/equity: not spec...
Exceptional client service
Interpersonal skills
Money movement transactions
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.
Responsibilities include client support such as executing money movement transactions, answering account questions, and educating clients on digital tools.
Morgan Stanley offers attractive and comprehensive employee benefits and perks, with ample opportunity for career advancement.
Matching Summary
Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis.
Salary
Base: $33,280 - $85,000 per year; Bonus/Equity: Not specified; Benefits: Not specified
Skills & Requirements
Must-have
Exceptional client service
Interpersonal skills
Money movement transactions
Digital tools enrollment
Calendar 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
Willingness to obtain Series 7 and Series 66/63/65