Q: Is being a client associate a good job?

Yes, being a client associate is a good job. Client service associates are the glue that holds an advisory business together. These valuable assistants are typically adept at performing myriad tasks that would take most brokers and advisors who employ them at least twice as long to accomplish.

Question 1

Do you need experience to be a customer service associate?

Accepted Answer

Yes, you need experience to be a customer service associate. In order to become a customer service associate, a person needs at least a high school diploma or equivalent and some experience in customer service.

Question 2

What does a client service associate do at Morgan Stanley?

Accepted Answer

Client service associates at Morgan Stanley work with brokers and planners to ensure that all client-facing duties are fulfilled. This includes setting up new client accounts, processing paperwork, cashiering and handling securities, and filing.

Question 3

How much do client service associates make?

Accepted Answer

Client service associates make around $50,000 to $60,000 in a year. This amount can vary depending on location and experience level, but typically the salary range for this position does not differ significantly.

Question 4

Is being a client associate a good job?

Accepted Answer

Yes, being a client associate is a good job. Client service associates are the glue that holds an advisory business together. These valuable assistants are typically adept at performing myriad tasks that would take most brokers and advisors who employ them at least twice as long to accomplish.

Frequently asked questions about client service associates

Questions about becoming a client service associate

Do you need experience to be a customer service associate?

What does a client service associate do at Morgan Stanley?

Questions about client service associate jobs

How much do client service associates make?

Is being a client associate a good job?