Joshua Sheng
Client Service Associate
- Role
- Registered Client Service Associate at Morgan Stanley
- Location
- San Jose, CA, US
- LinkedIn followers
- 500 followers
About Joshua Sheng
Hardworking UC Berkeley 3-year graduate with a strong background in natural sciences…
Experience
Registered Client Service Associate
Feb 2024 — Present · Menlo Park, CA, US
Serviced $13b book of business by processing account paperwork including monetary distribution requests• Managed custodial relationship with investment advisor by providing phone and email support for clients and associates• Delegated incoming requests among 12 team members to optimize team productivity• Identified and trained associates in methods to streamline tasks ranging from account opening to RMD calculation
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