$34,653 - $85,000 yr; bonus/equity: eligible for a...
Exceptional client service
Interpersonal skills
Microsoft office suite proficiency
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 general non-investment related questions, educating clients on digital tools, and managing administrative tasks such as scheduling meetings and preparing expense reports.
Morgan Stanley offers a full spectrum of benefits including Medical, Dental, Vision, 401(k), Paid Time Off, and opportunities for career growth within a diverse and inclusive environment.
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
$34,653 - $85,000 Yr; Bonus/Equity: Eligible for annual discretionary incentive compensation award and business unit incentive compensation plan; Benefits: Medical, Prescription Drug, Dental, Vision, HSA, FSA, Life Insurance, Disability, PTO, Paid Holidays, 401(k)
Skills & Requirements
Must-have
Exceptional client service
Interpersonal skills
Microsoft Office Suite proficiency
Time management skills
Collaboration and teamwork
Nice-to-have
Client-first mindset
Adaptability
Goal-oriented
Self-motivated
Key Requirements
High School Diploma/Equivalency
Willingness to obtain Series 7 and Series 66/63/65