Client Service Associate
Core
Modernize client experience and support business growth by managing client relationships, processing requests, and assisting Financial Advisors with administrative tasks.
Role type
Client Service Associate (Financial Services)
Builds
Client accounts, business plans, and marketing materials for Morgan Stanley clients
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client relationship management, account onboarding, transaction processing, Microsoft Office proficiency, administrative coordination
Preferred skills
Industry experience, willingness to obtain Series 7/66/63/65 licenses
Responsibilities
Cultivate and enhance client relationships, identify and assist with firm services, onboard and maintain client accounts, partner with Financial Advisors on business plans, support marketing strategy and client events, perform administrative duties like travel arrangements and expense reports
Seniority
Entry-level / Individual Contributor