Wealth Client Service Specialist

Morgan Stanley; New York (NY); On-site; USD 33,280 - 85,000; Full time

Benefits offered by this job

Comprehensive employee benefits

Diverse workplace

Opportunities for career growth

Job summary

A leading financial institution in New York is seeking a Registered Client Service Associate to provide exceptional support to clients and Financial Advisors. This full-time role requires strong interpersonal skills and the ability to manage client transactions and inquiries efficiently. The position promises growth opportunities within a dynamic team dedicated to client satisfaction and service excellence.

Qualifications

• Ability to assist clients with everyday needs.
• Experience in providing client service coverage.
• Strong phone communication skills.

Responsibilities

• Provide service coverage for a Financial Advisor.
• Support client onboarding and maintain account updates.
• Executes transactions and manages client queries.

Skills

Interpersonal skills

Client relationship management

Administrative support

Job description

A leading financial institution in New York is seeking a Registered Client Service Associate to provide exceptional support to clients and Financial Advisors. This full-time role requires strong interpersonal skills and the ability to manage client transactions and inquiries efficiently. The position promises growth opportunities within a dynamic team dedicated to client satisfaction and service excellence.