Wealth Management Client Services Associate

Morgan Stanley; Portland (ME); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Comprehensive employee benefits

Opportunity for advancement

Collaborative work environment

Job summary

Morgan Stanley is seeking a Client Service Associate in Portland, Maine, to provide exceptional service to Financial Advisors and their clients. The role involves handling administrative tasks, supporting client transactions, and maintaining client relationships. The ideal candidate will have a High School Diploma, strong interpersonal skills, and proficiency in Microsoft Office. Opportunities for advancement and comprehensive employee benefits are offered. Join a collaborative team at a leading financial services firm.

Qualifications

• High School Diploma or equivalency required.
• Experience in the finance industry is a plus.
• Willingness to learn and obtain financial licenses.

Responsibilities

• Support Financial Advisors in client relationship management.
• Assist with administrative tasks and inbound/outbound calls.
• Execute transactions and maintain client account records.

Skills

Detail oriented with superior organizational skills

Advanced Microsoft Office skills

Exceptional writing, interpersonal and client service skills

Strong time management skills

Team player with the ability to collaborate

Ability to work in a fast-paced environment

Goal oriented, self-motivated and results driven

Education

High School Diploma/Equivalency

College degree preferred

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

Job description

Morgan Stanley is seeking a Client Service Associate in Portland, Maine, to provide exceptional service to Financial Advisors and their clients. The role involves handling administrative tasks, supporting client transactions, and maintaining client relationships. The ideal candidate will have a High School Diploma, strong interpersonal skills, and proficiency in Microsoft Office. Opportunities for advancement and comprehensive employee benefits are offered. Join a collaborative team at a leading financial services firm.