Morgan Stanley: Client Service Associate San Diego CA
Client Service Associate
Position Number: 96401
Posting Date: 2011 Oct 11
Location: USA – CA – San Diego
Education: Refer to Position Description
Position Category: Wealth Management
Experience: Refer to Position Description
Position Type: Full-Time
Job Level: Non-Exempt
Position Description
Perform daily operations, client service, and Financial Advisor support. -Provide account information to clients and Financial Advisors. -Learn the business and products in order to assist Financial Advisors. -Clerical duties such as handling telephones, mailing, filing and processing forms.
Skills Required
Knowledge, Skills, and Abilities -Excellent written and verbal communication skills. -Strong computer skills, including internet. -Knowledge of Word, Excel and PowerPoint. -Superior interpersonal, organizational and client service skills. Experience -Industry experience a plus. Education -High School Diploma/Equivalency. Other Qualifications -Be authorized to work in the U.S. without restriction as to duration. -Pass a background check. -Pass any applicable pre-employment tests. Morgan Stanley Smith Barney EOE committed to diversifying its workforce. M/F/D/V. 3/10 GP10-00732P-N03/10