Wealth Advisory Client Services Associate

Morgan Stanley; Eugene (OR); On-site; USD 40,000 - 70,000; Full time

Job summary

Join a dynamic team as a Client Service Associate at a leading financial firm! In this role, you'll provide exceptional support to Financial Advisors and Private Wealth Advisors, ensuring clients receive top-notch service. Your strong interpersonal skills will help you build trusted relationships with clients while assisting them with their everyday needs. This position offers a chance to thrive in a fast-paced environment, where your organizational skills and attention to detail will shine. If you're goal-oriented and ready to contribute to a successful team, this opportunity is perfect for you!

Qualifications

• High school diploma required; college degree preferred.
• Willingness to obtain Series 7 and Series 66 or 63 and 65 licenses.

Responsibilities

• Support FAs/PWAs in client relationship management and transactions.
• Handle administrative tasks like scheduling and expense reporting.

Skills

Interpersonal Skills

Organizational Skills

Time Management

Client Service Skills

Detail Orientation

Education

High School Diploma

College Degree

Tools

Microsoft Office (Word, Excel, Outlook, PowerPoint)

Job description

Join a dynamic team as a Client Service Associate at a leading financial firm! In this role, you'll provide exceptional support to Financial Advisors and Private Wealth Advisors, ensuring clients receive top-notch service. Your strong interpersonal skills will help you build trusted relationships with clients while assisting them with their everyday needs. This position offers a chance to thrive in a fast-paced environment, where your organizational skills and attention to detail will shine. If you're goal-oriented and ready to contribute to a successful team, this opportunity is perfect for you!