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.
Industry experience a plus.
High School Diploma/Equivalency.
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 EOE committed to diversifying its workforce. M/F/D/V.
Morgan Stanley - 6 months ago
One of the world's top investment banks, Morgan Stanley serves up a smorgasbord of financial services. The company operates in three pr...