Wealth Management Client Service Specialist
Morgan Stanley
14 days+
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Job summary
A leading financial firm is looking for a Client Service Associate in Boston to enhance client relationships and support financial services. The ideal candidate will have several years in the industry, strong communication skills, and a deep understanding of financial products. This full-time role offers comprehensive training and a supportive work environment, ensuring high standards of client care.
Qualifications
- Two or more years of industry experience preferred.
- Strong industry, product, and branch procedures knowledge.
- Detail oriented with superior organizational skills.
Responsibilities
- Cultivate and enhance client relationships through active support.
- Assist with onboarding and maintaining client accounts.
- Prepare client reports and financial plans.
Skills
Client relationship management
Financial products knowledge
Writing and interpersonal skills
Organizational skills
Knowledge of Microsoft Office
Education
High School Diploma/Equivalency
Active Series 7, 66, or equivalent
Job description
A leading financial firm is looking for a Client Service Associate in Boston to enhance client relationships and support financial services. The ideal candidate will have several years in the industry, strong communication skills, and a deep understanding of financial products. This full-time role offers comprehensive training and a supportive work environment, ensuring high standards of client care.
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