Morgan Stanley

Client Service Associate

Morgan Stanley

West Hartford, CT, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

Are you a highly motivated and customer-oriented individual looking to jumpstart your career in the financial industry? Look no further than Morgan Stanley! We are seeking a Client Service Associate to join our dynamic team and provide exceptional service to our valued clients. In this role, you will have the opportunity to work with a prestigious global firm, build strong relationships with clients, and gain valuable experience in the financial services sector. If you possess strong communication skills, a keen attention to detail, and a passion for delivering top-notch service, we want to hear from you. Join us at Morgan Stanley and take the first step towards a successful and fulfilling career.

  1. Provide exceptional customer service to clients of Morgan Stanley.
  2. Build and maintain strong relationships with clients.
  3. Serve as a point of contact for clients, addressing their inquiries and concerns.
  4. Act as a liaison between clients and other departments within the company.
  5. Maintain accurate and up-to-date client information in company databases.
  6. Assist clients with account openings, transfers, and other financial transactions.
  7. Collaborate with financial advisors to ensure clients' needs are met.
  8. Identify opportunities to upsell or cross-sell products and services to clients.
  9. Proactively communicate with clients to provide updates on their accounts and any relevant industry information.
  10. Demonstrate a thorough understanding of Morgan Stanley's products and services.
  11. Keep up-to-date with industry trends and regulations to provide accurate and timely information to clients.
  12. Handle and resolve client complaints in a timely and professional manner.
  13. Provide administrative support to the team as needed.
  14. Adhere to company policies and procedures, as well as regulatory requirements.
  15. Participate in ongoing training and development to expand knowledge and skills.
Where is this job?
This job is located at West Hartford, CT, USA
Job Qualifications
  • Bachelor's Degree In Finance, Business, Economics, Or A Related Field.

  • Proficient In Microsoft Office And Other Relevant Software Programs.

  • Excellent Communication And Interpersonal Skills, With The Ability To Build And Maintain Strong Client Relationships.

  • Strong Understanding Of Financial Markets, Investment Products, And Industry Regulations.

  • Minimum Of 2 Years Of Experience In Financial Services, Preferably In Client Service Or Relationship Management.

Required Skills
  • Data Analysis

  • Communication

  • Multitasking

  • Attention to detail

  • customer service

  • Sales Support

  • Teamwork

  • Problem-Solving

  • Time-Management

  • Relationship-Building

  • Adapt

  • Financial Knowledge

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Time management

  • creativity

  • Attention to detail

  • Teamwork

  • Adaptability

  • Dependability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Client Service Associate in West Hartford, CT, USA is between $40,000 to $60,000 per year. This can vary depending on factors such as experience, education, and the specific company or industry the associate is working in. Additionally, some companies may offer bonuses and other benefits that can increase the overall compensation package for a Client Service Associate in this area.

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 BeforeMay 23rd, 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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