Client Service Associate

Morgan Stanley
Houston, Texas, United States
Full Time
On Site
Junior
0+
High School
Finance & Accounting Financial Services Insurance

Posted 1 month ago

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Excellent 4.7

Job summary

Client Service Associates support financial advisors by providing exceptional client service, executing transactions, managing accounts, and supporting marketing and administrative tasks in a fast-paced environment.

Responsibilities

The Client Service Associate supports Financial Advisors and teams by managing client relationships, executing transactions, and handling account inquiries. They also provide administrative support, including calendar management, travel arrangements, and general office duties.

Qualifications

client service communication interpersonal skills Microsoft Office multitasking organization relationship building timemanagement

Candidates should have a high school diploma or equivalent, with a college degree preferred. Strong organizational, communication, and Microsoft Office skills are required, along with a willingness to obtain Series 7 and Series 66 or 63/65 licenses.

English

Benefits

  • Comprehensive employee benefits
  • Perks

Company

Morgan Stanley

Morgan Stanley

linkedin
Financial Services
Location
Houston, Texas, United States

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Excellent 4.7
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