Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis
Job Summary
Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis.
Responsibilities include executing money movement transactions, answering general non-investment related questions, and educating clients on digital tools.
Morgan Stanley offers an environment where employees are supported and empowered, with ample opportunity to move about the business for those who show passion and grit.
Matching Summary
Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis.
Skills & Requirements
Must-have
Exceptional client service
Money movement transactions
Answering account questions
Digital tools enrollment
Advanced Microsoft Office skills
Nice-to-have
Client relationship building
Team player
Fast-paced environment adaptability
Goal oriented and self-motivated
Key Requirements
High School Diploma/Equivalency
Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)