Client Service Associate

Morgan Stanley UK

Kirkland, United States
$55,000 - $95,000 yr; bonus/equity: discretionary ...
Exceptional client service
Interpersonal skills
Microsoft office suite
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.
  • Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees.
  • Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence.

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.

Salary

$55,000 - $95,000 Yr; Bonus/Equity: Discretionary incentive compensation award and/or business unit incentive compensation plan; Benefits: Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off, 10 Paid Holidays, 401(k), Short/Long Term Disability

Skills & Requirements

Must-have

  • Exceptional client service
  • Interpersonal skills
  • Microsoft Office Suite
  • Time management skills
  • Collaboration

Nice-to-have

  • Client first mindset
  • Goal oriented
  • Adaptable
  • Self-motivated
  • Results driven

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)
  • Industry experience is a plus

Work Rights

Not specified

Tailored Resume

Cover Letter