Client Service Associate
Core
Modernizing client experience and supporting Financial Advisors in business development and client service delivery.
Role type
Client Service Associate
Builds
Client relationships, business plans, and client service models
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client relationship management, account onboarding, transaction processing, marketing material maintenance, administrative coordination, travel arrangement, data entry
Preferred skills
Series 7, Series 66, Series 63, Series 65 licenses, industry experience
Technologies
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
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 Advisor(s) in developing a business plan; Support the team's marketing strategy; Perform administrative duties that support Financial Advisors
Seniority
Entry-level to Junior