Client Success & Service Associate

Morgan Stanley; Westborough (MA); On-site; USD 31,200 - 90,000; Full time

Job summary

Morgan Stanley seeks a Client Service Associate in Westborough, Massachusetts, committed to providing exceptional client service. The role involves supporting Financial Advisors with managing client relationships, facilitating transactions, and maintaining client accounts. Ideal candidates will have a High School Diploma, and a college degree is preferred. Strong interpersonal skills and attention to detail are essential.

The expected salary ranges from $31,200 to $90,000 per year, with additional compensation packages available.

Qualifications

• High School Diploma or equivalent required; college degree preferred.
• Willingness to obtain Series 7 and Series 66 or Series 63 and Series 65 licenses.
• Detail-oriented with strong organizational and prioritization skills.

Responsibilities

• Support Financial Advisors in enhancing client relationships.
• Execute money transactions at client request.
• Answer questions regarding client accounts.

Skills

Interpersonal skills

Detail oriented

Advanced Microsoft Office

Time management

Client service

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Microsoft PowerPoint

Job description

Morgan Stanley seeks a Client Service Associate in Westborough, Massachusetts, committed to providing exceptional client service. The role involves supporting Financial Advisors with managing client relationships, facilitating transactions, and maintaining client accounts. Ideal candidates will have a High School Diploma, and a college degree is preferred. Strong interpersonal skills and attention to detail are essential.

The expected salary ranges from $31,200 to $90,000 per year, with additional compensation packages available.