2 client services administrator jobs at 2 companies in Boaz, AL
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Client Experience Specialist
Huntsville, Alabama, United States
OnsiteFull Time
Keel Point: Independent financial advisory and wealth management firm.
5+ YOE5+ years administrative or office management experience; bachelor\u0002s degree preferred; strong organizational, written and verbal communication skills; proficiency in Microsoft Office Suite; passion for client service.
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
Provide client service and administrative support to financial advisors, execute money movement transactions, assist with account documentation and digital tool enrollment; willingness to obtain Series licenses.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom