Private Wealth Management Client Service Associate

Morgan Stanley

Washington, United States
Base: $33,280 - $85,000 py; bonus/equity: eligible...
Exceptional client service skills
Advanced microsoft office skills
Detail oriented and organized
Client Service Associates provide exceptional service to clients and support Financial Advisors

Job Summary

  • Client Service Associates provide exceptional service to clients and support Financial Advisors.
  • A successful candidate will build trusted relationships with clients and assist with their everyday needs.
  • Morgan Stanley offers a comprehensive benefits package and opportunities for career growth.

Matching Summary

Client Service Associates provide exceptional service to clients and support Financial Advisors.

Salary

Base: $33,280 - $85,000 per year; Bonus/Equity: Eligible for annual discretionary incentive compensation; Benefits: Comprehensive employee benefits package

Skills & Requirements

Must-have

  • Exceptional client service skills
  • Advanced Microsoft Office skills
  • Detail oriented and organized

Nice-to-have

  • Strong time management skills
  • Team player with collaboration ability
  • Adaptable in fast-paced environments

Key Requirements

  • High School Diploma or equivalent
  • Willingness to obtain Series 7 and Series 66 or Series 63 and Series 65

Work Rights

Not specified

Tailored Resume

Cover Letter