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Client Service Associate
Job Number : 3249516
3249516
Posting Date
May 6, 2024
Primary Location
Americas-United States of America-Missouri-Kansas CityEducation Level : Refer to Position Description
Wealth ManagementEmployment Type : Full TimeJob Level : Non-Exempt
Description
POSITION SUMMARY
Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care.
The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabilities of the firm.
This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients.
DUTIES and RESPONSIBILITIES :
CLIENT SUPPORT
OTHER
Qualifications
Education and / or Experience
Knowledge / Skills
Reports to :
Business Service Manager
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence.
Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools.
We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership / union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M / F / Disability / Vet).
Last updated : 2024-05-21
Full Time
Securities
$47k-62k (estimate)
12/02/2023
05/25/2024
morganstanley.com
MANHATTAN, NY
>50,000
1924
RICHARD B FISHER
>$50B
Securities
The job skills required for Client service associate include Client Service, Initiative, Microsoft Office, Planning, Organizational Skills, Financial Services, etc. Having related job skills and expertise will give you an advantage when applying to be a Client service associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client service associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client service associate positions, which can be used as a reference in future career path planning. As a Client service associate, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client service associate. You can explore the career advancement for a Client service associate below and select your interested title to get hiring information.
If you are interested in becoming a Client Service Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Service Associate for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Service Associate job description and responsibilities
Maintain an updated knowledge of the organization's products, services, and customer service policies.
01/13/2022: Albany, GA
Provided daily financial transaction services for clients while delivering excellent customer care.
03/06/2022: San Bernardino, CA
Understand Clients' business to predict their needs and provide appropriate solutions.
03/05/2022: Oakland, CA
Processes and follows up on client documentation for proper maintenance of accounts.
01/23/2022: Temple, TX
Registered Client Service Associates (CSAs) help to shape the future of service by modernizing the client experience through an elevated standard of care.
12/25/2021: Modesto, CA
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Service Associate jobs
Client Service Associates may also handle client complaints and provide resolutions.
02/27/2022: Providence, RI
Develop an ability to communicate effectively with clients, managers and other associates.
02/06/2022: Peoria, IL
May deliver exceptional customer experience while uncovering product or service needs for referral opportunities.
01/31/2022: Oakland, CA
Gained a clear understanding of client base to ensure the best possible handling of calls, visitors, and support requirements.
03/05/2022: Detroit, MI
Must be positive customer service attitude and dedication to quality, with a demonstrated attention to detail.
12/27/2021: Pierre, SD
Step 3: View the best colleges and universities for Client Service Associate.