Private Wealth Management Registered Client Service Associate
Morgan Stanley UK
New York, United States
Base: $33,280 - $90,000; bonus/equity: not specifi...
Client relationship management
Processing client requests
Onboarding and maintaining client accounts
Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care
Job Summary
Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care.
The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabilities of the firm.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence.
Matching Summary
Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care.
Salary
Base: $33,280 - $90,000; Bonus/Equity: Not specified; Benefits: Other Morgan Stanley sponsored benefit programs
Skills & Requirements
Must-have
Client relationship management
Processing client requests
Onboarding and maintaining client accounts
Financial Advisor support
Microsoft Office products
Nice-to-have
Elevated standard of care
Engaging with firm capabilities
Team player
Goal oriented
Creative thinkers
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)