Client Service Associate

Morgan Stanley UK

Winston, United States
Client relationship management
Processing client requests
Resolving client inquiries
Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care

Job Summary

  • Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care.
  • This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients.
  • At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered.

Matching Summary

Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care.

Skills & Requirements

Must-have

  • Client relationship management
  • Processing client requests
  • Resolving client inquiries
  • Maintaining client documentation
  • Onboarding and maintaining client accounts
  • Processing money movement transactions
  • Computer skills and Microsoft Office

Nice-to-have

  • Elevated standard of care
  • Engaging full firm capabilities
  • Business plan development
  • Marketing strategy support
  • Peer sharing and collaboration

Key Requirements

  • High School Diploma/Equivalency
  • College degree preferred
  • Willingness to obtain Series 7, Series 66 or Series 63 and Series 65
  • Industry experience is a plus

Work Rights

Not specified

Tailored Resume

Cover Letter