Pwm Client Service Associate

Morgan Stanley

Base: $15 to $40.87 ph; bonus/equity: commission e...
**
Strong interpersonal skills
Detail oriented with superior organizational skills
Advanced microsoft office skills
** Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors by providing exceptional service to clients and assisting with various administrative tasks. The ideal candidate should possess strong interpersonal skills, relevant financial industry experience, and proficiency in Microsoft Office. This position offers an opportunity to work in a collaborative environment with competitive benefits. **

Job Summary

  • Registered Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis through trusted relationships.
  • The role involves executing money movement transactions, managing client accounts, and educating clients on digital tools like MSOnline and eSign.
  • Morgan Stanley offers comprehensive employee benefits, perks, and ample opportunity for career movement within the business.

Matching Summary

Match Score: 75

** Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors by providing exceptional service to clients and assisting with various administrative tasks. The ideal candidate should possess strong interpersonal skills, relevant financial industry experience, and proficiency in Microsoft Office. This position offers an opportunity to work in a collaborative environment with competitive benefits. **

Salary

Base: $15 to $40.87 per hour; Bonus/Equity: Commission earnings, incentive compensation, discretionary bonuses possible; Benefits: Comprehensive employee benefits and perks included

Skills & Requirements

Must-have

  • Strong interpersonal skills
  • Detail oriented with superior organizational skills
  • Advanced Microsoft Office skills
  • Ability to work in fast-paced environment

Nice-to-have

  • Goal oriented and self-motivated
  • Team player with collaboration ability
  • Adaptable and multitasking capability

Key Requirements

  • High School Diploma or College degree preferred
  • Active Series 7 and Series 66/63 certifications required
  • Two or more years of industry experience preferred

Work Rights

Not specified

Tailored Resume

Cover Letter