Wealth Client Services Associate

711 MS Smith Barney, LLC; Guilford (CT); Presencial; USD 25.000 - 83.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical

Prescription Drug

Dental

Vision

401(k)

Sick Leave

Paid Time Off

Descripción de la vacante

Morgan Stanley in Connecticut is seeking a Registered Client Service Associate to support Financial Advisors and teams. The role emphasizes exceptional client service, handling account information, and facilitating transactions while maintaining compliance with firm policies.

Ideal candidates have a high school diploma (college degree preferred) and relevant securities licenses (Series 7/66 or 63/65). Proficiency in MS Office and strong communication skills are essential for success.

Formación

• Strong client service mindset with relationship-building abilities.
• Familiarity with financial services products and client accounts.
• Proficient in MS Office and basic digital tools; ability to learn platforms.

Responsabilidades

• Support Financial Advisors/teams in cultivating client relationships.
• Process money movement and account-related requests.
• Answer non-investment questions and relay account details to clients.
• Assist with onboarding and documentation for client accounts.
• Support marketing efforts and routine office tasks.

Conocimientos

Interpersonal skills

Customer service

Time management

Team player

Adaptable

Educación

High School Diploma/Equivalency

College degree preferred

Series 7/66/63/65 licenses

Herramientas

Microsoft Office

Descripción del empleo

Morgan Stanley in Connecticut is seeking a Registered Client Service Associate to support Financial Advisors and teams. The role emphasizes exceptional client service, handling account information, and facilitating transactions while maintaining compliance with firm policies.

Ideal candidates have a high school diploma (college degree preferred) and relevant securities licenses (Series 7/66 or 63/65). Proficiency in MS Office and strong communication skills are essential for success.