Senior Client Service Associate
Location:
New York , New York
Posted:
September 26, 2017
Reference:
3088175
POSITION SUMMARY:

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.

Qualifications
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.

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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