Registered Client Service Associate
Morgan Stanley · mumbai, India
client servicefinancial productsmicrosoft officerelationship managementadministrative supportboth
Job Description
Provide service coverage for financial advisors and teams, including client relationship management, executing transactions, and onboarding clients. Assist with administrative tasks such as managing calendars, answering calls, and maintaining client accounts. Requires strong organizational skills and knowledge of financial services products.
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
- relationship management
- administrative support
Location
City: mumbai · Country: India