Client Service Associate (CSA - FARS)

Company:
Morgan Stanley
(View company profile)
Location:
Rochester, NY
Job Type:
Part Time
Category:
Wealth Management
Posted:
6/5/2013

Job Description

Position Description

Perform daily operations, client service, and Financial Advisor support.
Provide account information to clients and Financial Advisors.
Learn the business and products in order to assist Financial Advisors.
Clerical duties such as handling telephones, mailing, filing and processing forms.

Skills Required

Knowledge, Skills, and Abilities
Excellent written and verbal communication skills.
Strong computer skills, including internet.
Knowledge of Word, Excel and PowerPoint.
Superior interpersonal, organizational and client service skills.

Experience
Industry experience a plus.
Education
High School Diploma/Equivalency.
Other Qualifications
Be authorized to work in the U.S. without restriction as to duration.
Pass a background check.
Pass any applicable pre-employment tests.

Morgan Stanley EOE committed to diversifying its workforce. M/F/D/V.
3/10 GP10-00732P-N03/10
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