Morgan Stanley

Client Service Associate

Morgan Stanley

Houston, TX, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

Welcome to Morgan Stanley, a leading global financial services firm. We are currently seeking a dedicated and motivated individual to join our team as a Client Service Associate. As a vital member of our client service team, you will play a crucial role in providing exceptional support to our valued clients. We are looking for someone who is passionate about building relationships, has a strong attention to detail, and thrives in a fast-paced environment. If you are ready to take the next step in your career and join a dynamic and reputable company, we encourage you to apply for this exciting opportunity.

  • Greet and welcome clients and visitors to Morgan Stanley in a friendly and professional manner
  • Assist with client inquiries and provide prompt and accurate responses
  • Build and maintain strong relationships with clients by understanding their needs and providing exceptional customer service
  • Maintain client records and update client information in the company's database
  • Collaborate with other team members to ensure a seamless client experience
  • Conduct research and gather information to assist clients with their financial needs
  • Assist with scheduling appointments and managing client calendars
  • Process client transactions accurately and efficiently
  • Stay updated on company products and services to effectively communicate and promote them to clients
  • Proactively identify and escalate any potential client issues or concerns to the appropriate team members for resolution
  • Follow all company policies and procedures to maintain a high level of professionalism and confidentiality
  • Continuously strive to improve and streamline client service processes and procedures.
Where is this job?
This job is located at Houston, TX, USA
Job Qualifications
  • Excellent Communication And Interpersonal Skills.

  • Bachelor's Degree In Finance, Business, Or A Related Field.

  • Strong Knowledge Of Financial Markets And Investment Products.

  • Prior Experience In Client Service Or Financial Services Industry.

  • Proficiency In Microsoft Office And Customer Relationship Management Software.

Required Skills
  • Communication

  • Sales

  • Time Management

  • Multitasking

  • Attention to detail

  • customer service

  • Teamwork

  • Organization

  • Problem-Solving

  • Client management

  • Relationship-Building

  • Financial Knowledge

Soft Skills
  • Communication

  • Emotional Intelligence

  • Leadership

  • Time management

  • Interpersonal Skills

  • Organization

  • Critical thinking

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Client Service Associate in Houston, TX, USA is between $35,000 and $65,000 per year. However, the actual salary may vary depending on factors such as the specific company, years of experience, and education level of the individual.

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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