Client Service Associate
Morgan Stanley - Oxnard, CA

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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 Smith Barney EOE committed to diversifying its workforce. M/F/D/V.
3/10 GP10-00732P-N03/10

Morgan Stanley - 2 years ago - save job - copy to clipboard - block
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About this company
696 reviews
One of the world's top investment banks, Morgan Stanley serves up a smorgasbord of financial services. The company operates...