Position Category: Wealth Management Position Title: Client Service Associate Job Level: Non-Exempt Location: USA - TX - Houston Education Required: Refer to Position Description Position Description: Perform daily operations, client service, and Financial Advisor support. Provide account information to clients and Financial Advisors. Learn the business and products in order to assist Financial Advisors. Clerical duties such as handling telephones, mailing, filing and processing forms. Skills Required: Knowledge, Skills, and Abilities Excellent written and verbal communication skills. Strong computer skills, including internet. Knowledge of Word, Excel and PowerPoint. Superior interpersonal, organizational and client service skills. Experience Industry experience a plus. Education High School Diploma/Equivalency. Other Qualifications Be authorized to work in the U.S. without restriction as to duration. Pass a background check. Pass any applicable pre-employment tests. Morgan Stanley Smith Barney EOE committed to diversifying its workforce. M/F/D/V. 3/10 GP10-00732P-N03/10

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