Company ProfileMorgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from747 offices in 42 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
Department ProfileMorgan Stanley Private Wealth Management Asia is an integrated business within Institutional Securities. We provide highly personalized, best-in-class investment advice, execution services and wealth management and banking solutions to Ultra High Net Worth individuals and families across the region.
About the RoleThe Client Services Representative (CSR) serves as an important team support staff for both the investment representative and clients. You will provide support in a series of core functions:
Client Servicing: - Client account documentation (information gathering, liaising with various parties, check and follow up for documentation completion)
Administration responsibilities: - Travel/hotel bookings - Expense claims - Facilitate mailing of marketing materials
They are client services/assistants supporting Sales in managing their clients’ portfolio on day to day basis.
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