What are the responsibilities and job description for the Customer Support Specialist position at Morgan Stanley?
The Registered Client Service Associate plays a pivotal role in supporting Financial Advisor(s) and Private Wealth Advisor(s) in delivering top-notch client service and driving business growth. Morgan Stanley values candidates with a strong work ethic, excellent communication skills, and a passion for delivering exceptional client experiences.
Core Responsibilities
- Deliver exceptional client service by responding to inquiries and resolving issues efficiently.
- Collaborate closely with Financial Advisors/Private Wealth Advisors to ensure seamless execution of tasks and projects.
- Develop and maintain accurate records of client interactions and transactions.
Requirements
- A High School Diploma or Equivalent is required.
- Prior industry experience, particularly in customer-facing roles, is highly valued.
- Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) licenses are essential for this position.
Skills and Qualities
- Excellent written and verbal communication skills.
- Able to work effectively in a fast-paced environment with multiple priorities.
- Demonstrated ability to build strong relationships with clients and colleagues alike.
