Client Service Associate
Morgan Stanley · mumbai, India
client servicefinancial planningbankingmicrosoft officecommunicationteamworkexperienced
Job Description
Registered Client Service Associates help modernize the client experience by enhancing relationships and processing requests. Responsibilities include onboarding clients, preparing financial plans, and collaborating with Financial Advisors. Strong interpersonal skills and knowledge of financial products are essential.
Qualifications
Active Series 7, Series 66 or Series 63 and Series 65. High School Diploma required; college degree preferred. Two or more years of industry experience preferred.
Skills Required
- client service
- financial planning
- banking
- microsoft office
- communication
- teamwork
Location
City: mumbai · Country: India