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Client Service Associate Job Openings in Bangalore 2025!!!

Morgan Stanley announced job vacancy for the post of Client Service Associate. The place of posting will be at Bangalore. Candidates who have completed Graduate with Fresher / Experience are eligible to apply. More details about qualifications, job description and roles & responsibilities are as follows

Name of the Company	Morgan Stanley
Required Qualifications	Graduate
Skills	Microsoft Office & Communication
Category	Customer Support
Work Type	Onsite

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis.   Through regular interactions with clients, individuals in this role build trusted relationships.   Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.

Θ Positions: Client Service Associate

Θ Job Location: Bangalore

Θ Salary: As per company Norms

Θ Job Type: Full Time

Θ Requisition ID: 3263842

Required Skills & Qualifications:

• High School Diploma/Equivalency
• College degree preferred
• Industry experience is a plus
• Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
• Detail orientated with superior organizational skills and ability to prioritize 
• Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
• Exceptional writing, interpersonal and client service skills
• Strong time management skills
• Team player with the ability to collaborate with others
• Ability to work in a fast-paced, evolving environment
• Adaptable and ability to multi-task 
• Goal oriented, self-motivated and results driven

Roles & Responsibilities:

• Client Support:
• Provide service coverage for  a FA/PWA/team including: 
• Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships 
• Executing money movement transactions at the request of the client and/or FA/PWA
• Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit)
• Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA
• Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
• Supporting the FAs/PWAs/teams’ marketing strategy (e.g., website maintenance) 
• Assist FAs/PWAs/teams in delivering against their business plan and client service model 
• Remaining current on all policies, procedures and new platforms 
• Participating in firm initiatives (e.g., training or education programs) , special projects and/or other duties directed by local management
• Administrative Support:
• Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs/PWAs/teams as needed) 
• Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials) 
• Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
• Assisting with general in-office support functions such as copying, filing and scanning documentation 
• Preparing and submitting expense reports for processing at the direction of the FA/PWA

 

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