Perform daily operations, client service, and Financial Advisor support.
DUTIES and RESPONSIBILITIES:
• 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.
Education and/or Experience
• High School Diploma/Equivalency.
• 5 or more years of industry experience preferred.
Knowledge, Skills, and Abilities
• Excellent written and verbal communication skills.
• Strong computer skills, including internet.
• Knowledge of Word, Excel and PowerPoint.
• Superior interpersonal, organizational and client service skills.
• Be authorized to work in the U.S. without restriction as to duration.
• Pass a background check.
• Pass any applicable pre-employment tests.
EOE committed to diversifying its workforce.
A little about us:
Since its founding in 1935, Morgan Stanley and its people have helped redefine the meaning of financial services.