Client Service Associate

Welcome to Morgan Stanley, a leading global financial services firm with a rich history of over 85 years. We are currently seeking a highly motivated and dedicated individual to join our team as a Client Service Associate. As a Client Service Associate, you will have the opportunity to work with a diverse group of clients and provide them with exceptional service and support. If you are someone who is passionate about building relationships, has a strong attention to detail, and thrives in a fast-paced environment, then we encourage you to apply for this exciting opportunity. Join us and be a part of a dynamic team that is committed to delivering the best possible outcomes for our clients.

1. Greet and welcome clients in a friendly and professional manner.
2. Build and maintain strong relationships with clients.
3. Provide exceptional service and support to clients.
4. Act as a primary point of contact for client inquiries and concerns.
5. Maintain accurate and up-to-date client records and files.
6. Collaborate with team members to ensure efficient and effective client service.
7. Assist clients with various transactions and account maintenance.
8. Identify and anticipate client needs and proactively provide solutions.
9. Keep abreast of industry trends and developments to better serve clients.
10. Ensure compliance with all company policies and procedures.
11. Handle confidential and sensitive client information with discretion.
12. Communicate with clients via phone, email, and in-person meetings.
13. Provide administrative support to financial advisors and other team members.
14. Participate in team meetings and training sessions to enhance knowledge and skills.
15. Uphold the company's reputation by providing excellent service to clients.

According to JobzMall, the average salary range for a Client Service Associate in Seattle, WA, USA is between $50,000-$65,000 per year. This can vary depending on the specific company, location, and level of experience of the individual. Some companies may also offer bonuses or commission as part of the compensation package for this role.

Morgan Stanley provides investment banking products and services to its clients and customers including corporations, governments, financial institutions, and individuals. It operates through the following business segments: Institutional Securities, Wealth Management, and Investment Management. The Institutional Services segment provides financial advisory, capital-raising services, and related financing services on behalf of institutional investors.