Private Wealth Management Client Service Associate

Morgan Stanley

Scottsdale, United States
On-site
Client relationship enhancement
Money movement transactions
Account information inquiries
Morgan Stanley is seeking a Private Wealth Management Client Service Associate in Scottsdale, Arizona, to provide exceptional client support and assist Financial Advisors with various administrative tasks. The ideal candidate will possess strong interpersonal skills, organizational abilities, and a client-first mindset

Job Summary

  • Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis.
  • Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships and executing money movement transactions at the request of the client and/or FA/PWA.
  • At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered.

Matching Summary

Match Score: 85

Morgan Stanley is seeking a Private Wealth Management Client Service Associate in Scottsdale, Arizona, to provide exceptional client support and assist Financial Advisors with various administrative tasks. The ideal candidate will possess strong interpersonal skills, organizational abilities, and a client-first mindset.

Skills & Requirements

Must-have

  • Client relationship enhancement
  • Money movement transactions
  • Account information inquiries
  • Digital tool enrollment
  • Marketing strategy support
  • Inbound and outbound calls
  • Calendar and meeting management

Nice-to-have

  • Client first mindset
  • Interpersonal skills
  • Goal oriented
  • Self-motivated
  • Results driven

Key Requirements

  • High School Diploma/Equivalency
  • Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
  • Advanced Microsoft Office skills

Work Rights

Not specified

Tailored Resume

Cover Letter