Registered Client Services Associate
Current- Cultivate and enhance new and existing client relationships through active communication, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current- Identify and assist with Firm services and solutions that support clients’ needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile- Partner with Financial Advisor(s) in developing investment and retirement plan and delivering against a client service model for over 300 clients and 3 Billion AUM