Client Service Professional

Job Title:

Servicing Client Associate

">

About the Role:

This position offers a unique opportunity to build strong relationships with clients and provide exceptional service in a fast-paced environment.

The ideal candidate will possess excellent communication skills, a client-first mindset, and the ability to multitask and prioritize tasks effectively.

  • Provide service coverage for clients, including cultivating and enhancing new and existing relationships
  • Execute transactions at the request of clients or management
  • Answer general questions concerning client accounts, relay stock positions, and provide account balances

Key Responsibilities:

Client Service

  • Cultivate and enhance new and existing client relationships
  • Execute transactions at the request of clients or management

Administrative Support

  • Answer inbound calls or make outbound calls with updates on service requests
  • Manage calendars and coordinate meetings or events

Requirements:

Education and Experience

  • High School Diploma/Equivalency
  • College degree preferred
  • Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

Skills and Qualifications

  • Knowledge of financial services products
  • Detail-oriented with strong organizational and prioritization abilities
  • Advanced Microsoft Office skills
  • Exceptional writing, interpersonal, and client service skills

Benefits:

We are committed to maintaining first-class service and high standards of excellence. Our values guide decisions to benefit clients, communities, and employees. Benefits include Medical, Dental, Vision, HSA, Life Insurance, Disability, Paid Time Off, 401(k), and more.

Others:

Morgan Stanley is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees.

Back to blog

Related Posts

Data Entry Question and Answer

$150 $49

Remote Question and Answer

$150 $49

Virtual Assistant Question and Answer

$150 $49

Content Moderator Question and Answer

$150 $49

Customer Service Question and Answer

$150 $49

Video Game Tester Question and Answer

$150 $49