|
Senior Registered Client Service Associate
Company: MSSB
Location: San Antonio, TX
|
Contact Information
Name: |
| Apply to this job now |
Job Description
Senior Registered Client Service Associate
Position Summary
Assist Financial Advisors in all phases of financial service while promoting client satisfaction by responding in a timely manner to Financial Advisor and client requests.
- Assist branch operations with customer/client resolution.
- Facilitate trades in Financial Advisor’s absence.
- Perform general clerical duties, such as handling the telephones.
- Address and resolve client inquiries.
- Conduct client outreach.
- Exposure to all product areas.
- May participate in marketing campaign and seminars.
Job Requirements
Knowledge, Skills, and Abilities
- Excellent written and verbal communication skills.
- Strong computer skills, including internet.
- Working knowledge of Word, Excel and PowerPoint.
- Superior interpersonal, organizational and client service skills.
- Complete understanding of fee-based business.
Experience
5 or more years or more of industry experience.
Education
High School Diploma/Equivalency.
Licenses
Active Series 7 and 63, completed two years ago or more.
Other Qualifications
External candidates must:
- 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
is an equal opportunity employer committed to diversifying its workforce.
(M/F/D/V)
|
I recently got fired from my last job. I was only there for 5 months. I would love to be able to lea 
my mother is a headstart teacher and during the summer she has to drwn her unemployment.headstart is 
15 jobs in 3 years?? How did you get job #10 - #15??? I have had three jobs in five years and most r