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 client support such as executing money movement transactions, answering account-related questions, and educating clients on digital tools.
Morgan Stanley is committed to maintaining first-class service and a high standard of excellence, offering attractive and comprehensive employee benefits and perks.
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
Base: $31,200 - $90,000 per year; Bonus/Equity: Potential commission earnings, incentive compensation, discretionary bonuses; Benefits: Other Morgan Stanley sponsored benefit programs
Skills & Requirements
Must-have
Exceptional client service skills
Interpersonal and communication skills
Microsoft Office proficiency
Organizational and prioritization skills
Time management skills
Nice-to-have
Client first mindset
Team player
Adaptable and multi-tasking
Goal oriented and self-motivated
Industry experience is a plus
Key Requirements
High School Diploma/Equivalency
College degree preferred
Willingness to obtain Series 7 and Series 66/63/65