Client Service Associate
Position Summary
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.
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
External candidates must:
- Be authorized to work in the U.S. without restriction as to duration.
- Pass 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)