As senior members of the service team, Associates build trusted relationships with clients through regular interactions and provide an exceptional client experience
Job Summary
As senior members of the service team, Associates build trusted relationships with clients through regular interactions and provide an exceptional client experience.
This role supports Financial Advisors by assisting with digital marketing, portfolio holdings, proposal tools, and financial planning, while also ensuring timely client service functions.
Morgan Stanley offers a supportive and empowering environment with opportunities for growth, comprehensive employee benefits, and a commitment to diversity and inclusion.
Matching Summary
As senior members of the service team, Associates build trusted relationships with clients through regular interactions and provide an exceptional client experience.
Skills & Requirements
Must-have
client relationship management
digital marketing support
portfolio holdings analysis
financial planning assistance
client service model execution
Nice-to-have
client first mindset
interpersonal skills
collaboration with stakeholders
adaptable and multi-tasking
Key Requirements
5+ years of relevant work experience
Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
Four-year college degree or professional certification preferred