Client Service Associate
Core
Provide exceptional service to clients and support Financial Advisors by managing client relationships, processing requests, and handling account administration.
Role type
Client Service Associate
Builds
Client relationships and account administration for Morgan Stanley clients
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client relationship management, Financial product knowledge (equities, bonds, options, mutual funds, annuities, insurance), Account administration, Order processing, Financial planning support, Microsoft Office proficiency
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 client identity, 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 including travel arrangements and expense reports