Client Service Assistant

Job Description

We are seeking a dedicated and detail-oriented Client Service Assistant to join our team at Morgan Stanley in Bern, Kanton Bern, CH. This is a part-time position ideal for individuals who are looking to kickstart their career in the financial services industry.

Responsibilities: - Provide exceptional customer service to clients by responding to inquiries and resolving issues in a timely and professional manner - Assist with account opening and maintenance processes - Perform analysis and research on market trends and investment opportunities - Collaborate with team members to ensure client satisfaction and retention - Process client transactions accurately and efficiently - Maintain client records and documentation in compliance with regulations - Support financial advisors in preparing client presentations and reports - Stay current on industry regulations and best practices

Requirements: - 1 year of experience in a customer service or administrative role - Hardworking individual with the ability to multitask and prioritize tasks effectively - Confident communicator with strong interpersonal skills - Proven ability to conduct analysis and research - Proficiency in Microsoft Office Suite and CRM software - Bachelor's degree in Finance, Business, or a related field preferred

Personality Traits: - Hardworking - Confident

Soft Skills: - Analysis - Research

Benefits: - Profit sharing - Travel & spending expenses - Disability insurance

Working Environment: At Morgan Stanley, we offer a dynamic workplace that values teamwork, fostering innovation, and shared success. Our employees are encouraged to collaborate and support each other in a supportive and inclusive environment.

Deadline to Apply: May 11, 2024

Equal Opportunity Statement: Morgan Stanley is an equal opportunity employer and values diversity in the workplace. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. All qualified applicants will receive consideration for employment.

How to apply:

Apply on GrabJobs and you will be notified if shortlisted for the job.