About this role
Client Service Associate (part-time) at Morgan Stanley. Location: Walnut Creek, California, United States. Role: supporting clients, executing transactions, managing calendar Requirements: Provide client service and administrative support to Financial Advisors/Private Wealth Advisors; high school diploma required, college preferred; willingness to obtain Series 7/66 or Series 63/65; advanced Microsoft Office skills; strong communication and organization. Category: Customer Service Seniority: Entry Level Tools: Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom Certifications: series 7, series 66, series 63, series 65 Commitment: Part Time Workplace: Onsite Languages: English