Part-time Client Service Associate

Morgan Stanley UK

Clarkston, United States
Base: $55,000 - $95,000 yr; bonus/equity: eligible...
Exceptional client service
Interpersonal skills
Microsoft office suite
Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through regular interactions

Job Summary

  • Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through regular interactions.
  • Responsibilities include client support such as executing money movement, answering account questions, educating clients on digital tools, and administrative support like managing calendars and phone calls.
  • Morgan Stanley offers a full spectrum of benefits including Medical, Dental, Vision, 401(k), and Paid Time Off, with opportunities for career growth 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 interactions.

Salary

Base: $55,000 - $95,000 Yr; Bonus/Equity: Eligible for annual discretionary incentive compensation award and incentive compensation plan; Benefits: Full spectrum of benefits including Medical, Dental, Vision, 401(k), Paid Time Off, 10 Paid Holidays

Skills & Requirements

Must-have

  • Exceptional client service
  • Interpersonal skills
  • Microsoft Office Suite
  • Time management skills
  • Team collaboration

Nice-to-have

  • Client-first mindset
  • Adaptable and multi-tasking
  • Goal-oriented and self-motivated
  • Fast-paced environment

Key Requirements

  • High School Diploma/Equivalency
  • Willingness to obtain Series 7 and Series 66/63/65 licenses
  • Industry experience is a plus

Work Rights

Not specified

Tailored Resume

Cover Letter