Job Details

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PW - As)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and RESPONSIBILITIES:CLIENT SUPPORT Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current. Identify and assist with Firm services and solutions that support clients needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile. Confirm authorization and authenticate client when processing requests. O...Client Service, Management, Financial Advisor, Associate, Private, Client Support, Business Services