Client Service Associate**

at  Morgan Stanley

Client Service Associate**
Job Number:

3256333
POSTING DATE: Jul 23, 2024
PRIMARY LOCATION: Americas-United States of America-New York-Ithaca
JOB: Wealth Management
EMPLOYMENT TYPE: Full Time
JOB LEVEL: Non-Exempt

POSITION SUMMARY

Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients.
DUTIES and RESPONSIBILITIES:

EDUCATION AND/OR EXPERIENCE

• High School Diploma/Equivalency
• College degree preferred
• Industry experience is a plus
• Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

KNOWLEDGE/SKILLS

• Strong computer skills and knowledge of Microsoft Office products
• Exceptional writing, interpersonal and client service skills
• Detail orientated with superior organizational skills and ability to prioritize tasks
• Team player with the ability to collaborate with others
• Ability to work in a fast-paced, evolving environment
• Goal oriented, self-motivated and results driven

Please refer the Job description for details