Client Service Associate

Company:
Morgan Stanley
(View company profile)
Location:
Bethesda, MD
Job Type:
Full Time
Category:
Wealth Management
Posted:
6/5/2013

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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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