Liann James
Client Service Associate @Morgan Stanley
Signup · Get unlimited contacts
WORK HISTORY
Client Service Associate @Morgan Stanley
Longview, TX, US
Partner with brokers to ensure that all clients\' duties are fulfilled. This includes setting up new client accounts, processing paperwork, handling securities, and filing- Confirm authorization and authenticate clients when processing requests- Review and take appropriate action on client account alerts and ensure key information and documentation remain current- Reviewing client\'s accounts and portfolios with different risk appetites.
EDUCATION
Texas A&M University
Business Honors and Finance, Finance, General
New Diana High School
High School Diploma
Texas A&M Adam Sinn European Investment Management Study Abroad
International Finance
ABOUT LIANN JAMES
Howdy! I am currently a Business Honors student at Texas A&M University, double majoring…
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.