Client Service & Relationship Associate

Morgan Stanley; Roanoke (VA); On-site; USD 55,000 - 95,000; Full time

Job summary

Morgan Stanley in Roanoke, Virginia, is seeking a Client Service Associate to enhance the client experience by providing top-tier service. This role involves active communication with clients, assisting with account management, and collaborating with Financial Advisors to meet client needs.

Successful candidates will possess strong organizational skills, a detail-oriented mindset, and the ability to thrive in a fast-paced environment. Expected compensation ranges from $55,000 to $95,000 per year, depending on experience and negotiations.

Qualifications

• High School Diploma/Equivalency with a college degree preferred.
• Willingness to obtain relevant financial certifications.
• Industry experience is a plus.

Responsibilities

• Cultivate client relationships through active communication.
• Onboard and maintain client accounts.
• Prepare travel & expense reports and maintain calendar.

Skills

Strong computer skills and knowledge of Microsoft Office products

Exceptional writing and interpersonal skills

Detail oriented with superior organizational skills

Ability to prioritize tasks

Team player with collaboration skills

Ability to work in a fast-paced environment

Goal oriented and self-motivated

Education

High School Diploma/Equivalency

College degree preferred

Willingness to obtain Series 7, 66, 63, and 65

Job description

Morgan Stanley in Roanoke, Virginia, is seeking a Client Service Associate to enhance the client experience by providing top-tier service. This role involves active communication with clients, assisting with account management, and collaborating with Financial Advisors to meet client needs.

Successful candidates will possess strong organizational skills, a detail-oriented mindset, and the ability to thrive in a fast-paced environment. Expected compensation ranges from $55,000 to $95,000 per year, depending on experience and negotiations.