Private Wealth Management Client Service Associate

Morgan Stanley UK

Scottsdale, United States
On-site
Exceptional client service
Money movement transactions
Answering non-investment questions
Morgan Stanley UK is seeking a Private Wealth Management Client Service Associate in Scottsdale, United States, to provide exceptional client support and assist Financial Advisors. The ideal candidate will have strong interpersonal skills and a detail-oriented mindset to manage various client and administrative tasks

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.
  • Assist FAs/PWAs/teams in delivering against their business plan and client service model, while remaining current on all policies, procedures and new platforms.
  • 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 UK is seeking a Private Wealth Management Client Service Associate in Scottsdale, United States, to provide exceptional client support and assist Financial Advisors. The ideal candidate will have strong interpersonal skills and a detail-oriented mindset to manage various client and administrative tasks.

Skills & Requirements

Must-have

  • Exceptional client service
  • Money movement transactions
  • Answering non-investment questions
  • Digital tools enrollment
  • Marketing strategy support
  • Advanced Microsoft Office skills

Nice-to-have

  • Client relationship enhancement
  • Digital tools education
  • Website maintenance support
  • Fast-paced environment adaptability
  • Goal-oriented and self-motivated

Key Requirements

  • High School Diploma/Equivalency
  • College degree preferred
  • Industry experience is a plus
  • Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

Work Rights

Not specified

Tailored Resume

Cover Letter