Private Wealth Management Client Service Associate

Morgan Stanley

Utah, United States
Exceptional client service
Money movement transactions
Onboarding and maintaining client accounts
Client Service Associates provide exceptional service to our clients and support Financial Advisors/Private Wealth Advisors/teams on a daily basis

Job Summary

  • Client Service Associates provide exceptional service to our clients and support Financial Advisors/Private Wealth Advisors/teams on a daily basis.
  • This role involves executing money movement transactions, answering account-related questions, and onboarding/maintaining client accounts.
  • Morgan Stanley offers attractive and comprehensive employee benefits and perks, with ample opportunity for career advancement.

Matching Summary

Client Service Associates provide exceptional service to our clients and support Financial Advisors/Private Wealth Advisors/teams on a daily basis.

Skills & Requirements

Must-have

  • Exceptional client service
  • Money movement transactions
  • Onboarding and maintaining client accounts
  • Digital tools enrollment
  • Inbound and outbound calls

Nice-to-have

  • Client first mindset
  • Collaborative team player
  • Adaptable to fast-paced environment
  • Goal-oriented and results-driven

Key Requirements

  • High School Diploma/Equivalency
  • Two or more years of industry experience
  • Knowledge of financial services products
  • Advanced Microsoft Office skills

Work Rights

Not specified

Tailored Resume

Cover Letter