Client Service Associate

Morgan Stanley UK

Nashville, United States
On-site
Exceptional client service
Money movement transactions
Digital tools enrollment
Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis

Job Summary

  • Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis.
  • Responsibilities include executing money movement transactions, answering client account questions, and educating clients on digital tools.
  • The role requires strong organizational skills, advanced Microsoft Office proficiency, and exceptional interpersonal and client service skills.

Matching Summary

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

Skills & Requirements

Must-have

  • Exceptional client service
  • Money movement transactions
  • Digital tools enrollment
  • Microsoft Office Suite proficiency
  • Interpersonal and client service skills

Nice-to-have

  • Industry experience
  • Collaborate with others
  • Fast-paced environment adaptability

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter