Client Service Associate
Core
Modernize client experience and support business growth by managing client relationships, processing requests, and facilitating onboarding and transactions.
Role type
Client Service Associate
Builds
Banking products, digital offerings (Morgan Stanley Online/Mobile), and client service models
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client relationship management, account onboarding, transaction processing, Microsoft Office, writing, organization, prioritization
Preferred skills
Industry experience, Series 7/66/63/65 licenses
Responsibilities
Cultivate and enhance client relationships, identify and assist with firm services and solutions, onboard and maintain client accounts, partner with Financial Advisors on business plans, support marketing strategy and client events, perform administrative duties for Financial Advisors
Seniority
Entry-level to Mid-level