Client Service Associate at Morgan Stanley · Syracuse, NY · Joined
MS
Client Service Associate
Morgan Stanley · Syracuse, NY · Just now · 0 applicants
NewOn-siteFull-timeJunior
Pay
$16–$40/hrListed
Workplace
On-site
Job type
Full-time
Level
Junior
Source: jobright · Posted by joined-scrapper
About the role
Morgan Stanley is seeking a Client Service Associate in Syracuse, NY to deliver exceptional client service while supporting financial advisors with client relationships, account transactions, digital tools, marketing, and administrative operations. This entry-level, full-time role requires strong organizational, communication, and Microsoft Office skills, along with a willingness to obtain required securities license
What you’ll do
Provide exceptional client service
Support Financial Advisors and Private Wealth Advisors with client relationships
Handle account transactions
Support digital tools and marketing activities
Assist with administrative operations
Collaborate with team members in a fast-paced environment
What you’ll need
High School Diploma/Equivalency
Willingness to obtain Series 7 and Series 66/63/65 licenses
Advanced Microsoft Office skills (Word, Excel, Outlook, PowerPoint)
Exceptional writing, interpersonal, and client service skills
Strong organizational and time management skills
Ability to work in a fast-paced, evolving environment
Original job description
Morgan Stanley is a financial services firm that helps clients raise, manage, and allocate capital. The Client Service Associate provides exceptional client service while supporting Financial Advisors, Private Wealth Advisors, and teams with client relationships, account transactions, digital tools, marketing activities, and administrative operations.High…