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, ...
Morgan Stanley - 18 months ago
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