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Bunch & James
Company Employees
Agnes Farkas Williams
Registered Client Service Associate - Wealth Management @Morgan Stanley
Verified
I am a dedicated Registered Client Service Associate in Wealth Management at Morgan Stanley. I am responsible for providing top-tier customer service to high-profile clients, managing their portfolios, and assisting with their wealth management needs. I am well-versed in financial planning, investment strategies, and portfolio management. My role requires a deep understanding of financial markets and products, strong analytical and problem-solving skills, and excellent client relationship management. On my team, I specialize in financial planning and international transactions. My expertise and dedication make me a valuable asset to the Morgan Stanley team. I speak native Hungarian and I am in the process of learning German and Italian. I adapt easily to a new work environment and I am able to quickly connect with people from various backgrounds.More...