Client Service Associate
Core
Modernize client experience and support business growth by managing client relationships, processing requests, and delivering firm services.
Role type
Client Service Associate
Builds
Client relationships and firm service delivery
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client relationship management, Banking products knowledge, Digital platform usage, Account onboarding, Transaction processing, Regulatory compliance, Administrative coordination, Marketing support, Travel coordination, Data management
Preferred skills
Financial services industry experience, Series 7/66/63/65 licenses
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, Confirm authorization and authenticate client when processing requests, Onboard and maintain client accounts, Partner with Financial Advisor(s) in developing a business plan, Perform administrative duties that support Financial Advisors
Seniority
Entry-level / Individual Contributor