A. Brooke Olson

Client Service Associate at Morgan Stanley

Role
Client Service Associate at Morgan Stanley
Location
Hanover, NH, US
LinkedIn followers
500 followers
Customer/Client ServiceView LinkedIn profile

About A. Brooke Olson

I have 5+ years of experience working in customer service and sales, and most recently completed an internship in Financial Services at Morgan Stanley where I aided in client relations, investment portfolio management, and managed data through the firm\'s databases as well as Microsoft platforms. Previously, I worked jobs in sales and customer service developing strong client relationships, communication skills, organizational and problem-solving abilities and was able to aid both companies in sales as well as client satisfaction and retention.My specialties include efficiency and time organization, customer service and developing relationships, Excel, Salesforce, RStudio, and an ability to learn many other networks in a timely manner.

Experience

  1. Client Service Associate

    Morgan Stanley

    Jun 2025 — Present · NH, US

Education

  • University of Vermont

    Bachelor of Arts - BA, Economics and Political Science

  • Yarmouth High School

    High School Diploma

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A. Brooke Olson — Client Service Associate at Morgan Stanley in Hanover, NH, US | Unifers