Client Service Associate - P/T
Core
Modernize client experience and support business growth by managing client relationships, processing requests, and assisting with banking products and digital offerings.
Role type
Client Service Associate
Builds
Client relationships and business plans for Financial Advisors
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client relationship management, Banking product knowledge, Digital platform navigation, Account onboarding, Transaction processing, Administrative coordination
Preferred skills
Series 7, 66, 63, 65 licenses, Industry experience
Technologies
Morgan Stanley Online, Morgan Stanley Mobile, Microsoft Office
Responsibilities
Cultivate and enhance new and existing client relationships, Identify and assist with Firm services and solutions, Onboard and maintain client accounts, Partner with Financial Advisors in developing a business plan, Perform administrative duties supporting Financial Advisors
Seniority
Entry-level, P/T