Client Service Associate (Tampa, FL)
: Job Details :


Client Service Associate (Tampa, FL)

Morgan Stanley

Job Location : Tampa,FL, USA

Posted on : 2025-02-11T18:16:44Z

Job Description :
Business Overview : Are you an experienced customer service professional, looking to jumpstart your career in the financial sector? Are you a team player, looking to work with, learn from and grow within a collaborative organization? The Morgan Stanley Virtual Client Solutions team is seeking a Client Service Associate in our Tampa, FL location to help provide exceptional client service and guidance, as well as serve as operational and sales support to both new and existing clients and Financial Advisor teams. Position Overview : The Client Service Associate is responsible for understanding firm policies, procedures, and digital tools to best support new and existing clients. You will work alongside Financial Advisors to provide industry leading service to Morgan Stanley institutional client participants and retail clients to enhance the client experience, assist in safeguarding client assets, and provide guidance to clients as they navigate their finances. The ideal candidate enjoys c...Client Service, Associate, Customer Service, Financial Advisor, Client Relations, Retail
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