PWM Registered Client Service Associate
Morgan Stanley · mumbai, India
client servicefinancial productsmicrosoft officetime managementorganizational skillsexperienced
Job Description
PWM Registered Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis. Responsibilities include managing client accounts, executing transactions, and providing administrative support. Strong interpersonal skills and knowledge of financial services products are essential.
Qualifications
High School Diploma/Equivalency; College degree preferred; Active Series 7 and Series 66 or Series 63 and Series 65.
Skills Required
- client service
- financial products
- microsoft office
- time management
- organizational skills
Location
City: mumbai · Country: India