Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through a client-first mindset
Job Summary
Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through a client-first mindset.
Responsibilities include executing money movement transactions, answering non-investment related account questions, assisting with client documentation, and educating clients on digital tools.
Morgan Stanley offers an opportunity to work alongside the best and brightest in a supportive and empowering environment with attractive 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 a client-first mindset.
Skills & Requirements
Must-have
Client relationship management
Money movement transactions
Digital tools enrollment
Inbound/outbound calls
Calendar management
Nice-to-have
Client first mindset
Team collaboration
Fast-paced environment
Adaptable and multi-tasking
Goal-oriented and self-motivated
Key Requirements
High School Diploma/Equivalency
Willingness to obtain Series 7, Series 66 or Series 63 and 65
Advanced Microsoft Office skills
Exceptional writing, interpersonal, and client service skills