Client Experience & Service Specialist

Morgan Stanley; San Jose (CA); On-site; USD 34,320 - 90,000; Full time

Benefits offered by this job

Comprehensive employee benefits

Opportunities for advancement

Job summary

Morgan Stanley is seeking a Client Service Associate in San Jose, CA to support the client experience and enhance client relationships through proactive communication. The successful candidate will work closely with Financial Advisors to manage client accounts and assist with administrative tasks.

Ideal applicants will possess strong communication skills, attention to detail, and the willingness to obtain required industry certifications. Join our diverse team and thrive in an empowering environment.

Qualifications

• High School Diploma/Equivalency required.
• College degree preferred.
• Willingness to obtain Series 7 and Series 66 or Series 63 and Series 65.

Responsibilities

• Cultivate and enhance client relationships through active communication.
• Support Financial Advisors and assist with reporting and administration.
• Engage in training and maintain compliance with firm policies.

Skills

Communication skills

Client service skills

Organizational skills

Team collaboration

Detail oriented

Goal oriented

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Office

Job description

Morgan Stanley is seeking a Client Service Associate in San Jose, CA to support the client experience and enhance client relationships through proactive communication. The successful candidate will work closely with Financial Advisors to manage client accounts and assist with administrative tasks.

Ideal applicants will possess strong communication skills, attention to detail, and the willingness to obtain required industry certifications. Join our diverse team and thrive in an empowering environment.