Client Service Associate- Bilingual English/Spanish - Pasadena

Only for registered members Pasadena, United States

1 week ago

Default job background
$34,320 - $90,000 (USD)
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Job summary

Client service associates help shape the future of service by modernizing the client experience through an elevated standard of care.

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Responsibilities

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  • Cultivate and enhance new and existing client relationships through active communication with clients, 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 secure digital offerings like Morgan Stanley Online Morgan Stanley Mobile Confirm authorization authenticate client when processing requests Onboard maintain client accounts collecting client information require documentation processing money movement transactions as example Review take appropriate action on client account alerts+,

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