Client Service Associate
Location:
Green Bay , Wisconsin
Posted:
December 17, 2017
Reference:
3099877
POSITION SUMMARY:

Perform daily operations, client service, and Financial Advisor support. Provide account information to clients and Financial Advisors. Learn the business and products in order to assist Financial Advisors. Clerical duties such as: handling telephones, mailing, filing and processing forms.

Knowledge, Skills, and Abilities
  • Excellent written and verbal communication skills.
  • Strong computer skills, including internet.
  • Knowledge of Microsoft Word, Excel and PowerPoint.
  • Superior interpersonal, organizational and client service skills


Qualifications
Experience
  • Industry experience is a plus.
Education
  • High School Diploma/Equivalency.
Other Qualifications
  • Be authorized to work in the U.S. without restriction as to duration.
  • Pass a background check.
  • Pass any applicable pre-employment tests.


Morgan Stanley
EOE committed to diversifying its workforce.
M/F/D/V.

A little about us:
Since its founding in 1935, Morgan Stanley and its people have helped redefine the meaning of financial services.

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