Part-time Client Service Associate

Morgan Stanley UK

Base: $55,000 - $95,000 py; bonus: eligible for an...
Strong interpersonal skills
Detail oriented with superior organizational skills
Advanced microsoft office skills
Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis

Job Summary

  • Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis.
  • The role involves executing money movement transactions, managing calendars, and assisting with marketing strategies.
  • Morgan Stanley offers comprehensive benefits including medical, dental, vision, 401(k), and paid time off.

Matching Summary

Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis.

Salary

Base: $55,000 - $95,000 per year; Bonus: Eligible for annual discretionary incentive compensation; Benefits: Full spectrum including Medical, Dental, Vision, 401(k)

Skills & Requirements

Must-have

  • Strong interpersonal skills
  • Detail oriented with superior organizational skills
  • Advanced Microsoft Office skills

Nice-to-have

  • Willingness to obtain Series 7 and Series 66 licenses
  • Team player with ability to collaborate
  • Goal oriented and self-motivated

Key Requirements

  • High School Diploma required
  • College degree preferred
  • Willingness to obtain Series 7, 66, or 63/65 licenses

Work Rights

Not specified

Tailored Resume

Cover Letter