Wednesday, July 27, 2016

Client Service Associate Position for Recent Grad with Morgan Stanley in Bethesda

POSITION SUMMARY:
 
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.
 
 
Knowledge, Skills, and Abilities
·          Excellent written and verbal communication skills.
·          Strong computer skills, including internet.
·          Knowledge of Microsoft Word, Excel and PowerPoint.
·          Superior interpersonal, organizational and client service skills.
 

QUALIFICATIONS

Experience
·          Industry experience is a plus.
 
Education
·          College Degree.

Apply here.