Client Service Associate

Morgan Stanley UK

Westport, United States
Base: $35,360 to $61,200 annually (connecticut); b...
Exceptional client service skills
Strong interpersonal skills
Advanced microsoft office skills
Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships

Job Summary

  • Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships.
  • Responsibilities include executing money movement, answering account-related questions, educating clients on digital tools, and supporting marketing strategies.
  • Morgan Stanley offers a full spectrum of benefits including Medical, Dental, Vision, 401(k), and paid time off, supporting employees' work-life journey.

Matching Summary

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

Salary

Base: $35,360 to $61,200 annually (Connecticut); Bonus/Equity: Not specified; Benefits: Full spectrum of benefits offered

Skills & Requirements

Must-have

  • Exceptional client service skills
  • Strong interpersonal skills
  • Advanced Microsoft Office skills
  • Detail-oriented and organized
  • Ability to multitask

Nice-to-have

  • Client-first mindset
  • Team player
  • Goal-oriented and self-motivated
  • Adaptable to change
  • Industry experience is a plus

Key Requirements

  • High School Diploma/Equivalency
  • Willingness to obtain Series 7 and Series 66/63/65 licenses
  • College degree preferred

Work Rights

Not specified

Tailored Resume

Cover Letter