Client Service Associate
Core
Provide exceptional service to clients and support Financial Advisors by building trusted relationships, processing requests, and managing client accounts.
Role type
Client Service Associate
Builds
Client relationships, account management, financial plans, and client reports
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client relationship management, account onboarding, financial product knowledge, order processing, report preparation, administrative coordination
Preferred skills
Series 7, 66, 63, 65 licenses, 2+ years industry experience, college degree
Technologies
Morgan Stanley Online, Morgan Stanley Mobile, Microsoft Office
Responsibilities
Cultivate and enhance client relationships, process client requests and authenticate clients, onboard and maintain client accounts, input orders and discuss reinvestment options, prepare financial plans and client reports, support team marketing strategy and client events, perform administrative duties like travel arrangements and calendar maintenance
Seniority
Entry to Mid-level, individual contributor