Morgan Stanley

Client Service Associate

Morgan Stanley

Honolulu, HI, USA
Full-TimeDepends on ExperienceEntry LevelHigh school or equivalent
Job Description

At Morgan Stanley, we believe in providing exceptional service to our clients, and as a Client Service Associate, you will play a critical role in delivering that promise. We are seeking a highly motivated and dedicated individual with a passion for client interaction and a strong understanding of financial services. In this role, you will have the opportunity to work with a dynamic team and be a key point of contact for our valued clients. If you are a proactive problem-solver with excellent communication skills and a commitment to delivering top-notch service, we invite you to apply for this exciting opportunity.

  1. Serve as a key point of contact for clients, providing exceptional service and building strong relationships.
  2. Proactively address client needs and inquiries, providing timely and accurate responses.
  3. Collaborate with team members to ensure a seamless and efficient client experience.
  4. Maintain a deep understanding of financial services and products offered by Morgan Stanley.
  5. Assist in the onboarding process for new clients, ensuring all necessary paperwork and documentation is completed accurately and in a timely manner.
  6. Continuously seek opportunities to improve the client experience and provide feedback to management.
  7. Monitor and manage client accounts, including processing transactions and resolving any account-related issues.
  8. Conduct market research and analysis to support client meetings and presentations.
  9. Stay up-to-date on industry developments and trends to provide relevant and valuable insights to clients.
  10. Adhere to all company policies and procedures, as well as regulatory requirements.
  11. Maintain confidentiality and handle sensitive client information with discretion.
  12. Demonstrate a strong commitment to delivering exceptional service and ensuring client satisfaction.
  13. Actively participate in training and development opportunities to enhance knowledge and skills.
Where is this job?
This job is located at Honolulu, HI, USA
Job Qualifications
  • Excellent Communication Skills - A Client Service Associate Should Possess Exceptional Verbal And Written Communication Skills To Effectively Communicate With Clients And Colleagues.

  • Financial Services Knowledge - A Strong Understanding Of Financial Products, Services, And Markets Is Crucial For A Client Service Associate To Provide Accurate Information And Guidance To Clients.

  • Attention To Detail - The Ability To Pay Close Attention To Detail Is Essential For A Client Service Associate To Accurately Process And Maintain Client Accounts, Transactions, And Records.

  • Customer Service Experience - Previous Experience In A Customer Service Role Is Highly Desirable For A Client Service Associate, As They Will Be Responsible For Building And Maintaining Strong Relationships With Clients.

  • Team Player - As A Part Of The Morgan Stanley Team, A Client Service Associate Should Be A Collaborative And Supportive Team Player, Willing To Assist Colleagues And Work Together To Achieve Common Goals.

Required Skills
  • Data Analysis

  • Communication

  • Time Management

  • Attention to detail

  • Organizational Skills

  • customer service

  • Team collaboration

  • Problem-Solving

  • Relationship-Building

  • Client Support

  • Financial Knowledge

  • Mult

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Attention to detail

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Client Service Associate in Honolulu, HI, USA is $38,000 - $57,000 per year. However, this can vary depending on the specific company, experience level, and other factors. Some companies may offer higher salaries and additional benefits such as bonuses and commissions for this position. It is important to research and compare salaries for specific companies in the area to get a more accurate understanding of the potential earnings for a Client Service Associate in Honolulu.

Additional Information
Morgan Stanley is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedApril 23rd, 2025
Apply BeforeJune 22nd, 2025
This job posting is from a verified source. 

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About Morgan Stanley

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.

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