Job Snapshot
Location:
San Antonio, TX 78201
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Industry:
Banking - Financial Services
Job Type:
Admin - Clerical
Customer Service
Experience:
Not Specified
Contact Information
Description
Senior Registered Client Service Associate
Position Summary
Assist Financial Advisors in all phases of financial service while promoting client satisfaction by responding in a timely manner to Financial Advisor and client requests.
- Assist branch operations with customer/client resolution.
- Facilitate trades in Financial Advisor’s absence.
- Perform general clerical duties, such as handling the telephones.
- Address and resolve client inquiries.
- Conduct client outreach.
- Exposure to all product areas.
- May participate in marketing campaign and seminars.
Requirements
Knowledge, Skills, and Abilities
- Excellent written and verbal communication skills.
- Strong computer skills, including internet.
- Working knowledge of Word, Excel and PowerPoint.
- Superior interpersonal, organizational and client service skills.
- Complete understanding of fee-based business.
Experience
5 or more years or more of industry experience.
Education
High School Diploma/Equivalency.
Licenses
Active Series 7 and 63, completed two years ago or more.
Other Qualifications
External candidates must:
- 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 Smith Barney
is an equal opportunity employer committed to diversifying its workforce.
(M/F/D/V)
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