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.
Key responsibilities include executing money movement transactions, answering general account questions, assisting with digital tools, and managing administrative tasks like scheduling and travel.
Morgan Stanley offers an environment to work alongside the best and brightest, with comprehensive employee benefits and ample opportunity for career advancement.
Matching Summary
Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through regular interactions.
Skills & Requirements
Must-have
Exceptional client service
Interpersonal skills
Money movement transactions
Digital tools enrollment
Inbound/outbound calls
Calendar management
Nice-to-have
Client relationship building
Team collaboration
Fast-paced environment
Adaptability
Goal-oriented
Key Requirements
High School Diploma/Equivalency
College degree preferred
Willingness to obtain Series 7, Series 66 or Series 63 and Series 65