Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis
Job Summary
Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis.
Through regular interactions with clients, individuals in this role build trusted relationships.
At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered.
Matching Summary
Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis.
Skills & Requirements
Must-have
Exceptional client service
Money movement transactions
Digital tools enrollment
Advanced Microsoft Office skills
Interpersonal and client service skills
Nice-to-have
Client first mindset
Team player
Adaptable and multi-tasking
Goal oriented and self-motivated
Key Requirements
High School Diploma/Equivalency
Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)