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.
Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs/PWAs/teams as needed).
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence.
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
Inbound and outbound calls
Calendar management
Nice-to-have
Client first mindset
Trusted relationships
Collaborate with others
Fast-paced environment
Adaptable and multi-task
Key Requirements
High School Diploma/Equivalency
Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) willingness