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.
Duties include executing money movement transactions, answering general non-investment related questions, educating clients on digital tools, and managing calendars and travel itineraries.
Morgan Stanley offers a full spectrum of benefits including Medical, Dental, Vision, 401(k), Paid Time Off, 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 client interactions.
Salary
Base: $32,919 - $90,000; Bonus/Equity: Eligible for annual discretionary incentive compensation award and business unit incentive plan; Benefits: Full spectrum of benefits including Medical, Dental, Vision, 401(k), PTO, etc.
Skills & Requirements
Must-have
Exceptional client service
Money movement transactions
Digital tools enrollment
Calendar management
Expense report preparation
Microsoft Office Suite proficiency
Nice-to-have
Client relationship enhancement
Marketing strategy support
Team collaboration
Fast-paced environment adaptability
Key Requirements
High School Diploma/Equivalency
Willingness to obtain Series 7 and Series 66/63/65