Wealth Management Support Services
- 1 month ago
- Customer Support
- Long Term
This engagement covers customer support services for Morgan Stanley’s wealth management division. The support team will assist clients with account-related requests, transaction inquiries, portfolio documentation support, and general service coordination. The role also includes handling service follow-ups, maintaining accurate records, and ensuring timely communication with clients.
Agents are expected to demonstrate strong communication skills, professionalism, and a clear understanding of financial service protocols. Accuracy, confidentiality, and consistency are critical, as the team will support high-value client interactions and maintain service standards aligned with wealth management operations.
The objective is to ensure a seamless client experience through dependable service delivery, timely responses, and structured support workflows.
Skills required
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$19,000.00
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Morgan Stanley
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