Client Service Associate
Morgan Stanley · mumbai, India
client servicefinancial planninginterpersonal skillsmicrosoft officebanking productsdocumentationteam playerboth
Job Description
Client Service Associates provide exceptional service to clients and support Financial Advisors. Responsibilities include cultivating client relationships, processing requests, onboarding accounts, and preparing financial plans. Strong interpersonal skills and attention to detail are essential.
Qualifications
High School Diploma/Equivalency; College degree preferred
Skills Required
- client service
- financial planning
- interpersonal skills
- microsoft office
- banking products
- documentation
- team player
Location
City: mumbai · Country: India