Private Wealth Management Client Service Associate

Morgan Stanley UK

Washington, United States
$33,280 - $85,000 py; bonus/equity: eligible for a...
Exceptional client service
Money movement transactions
Answering non-investment questions
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

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.
  • Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off, 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees.
  • 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 provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis.

Salary

$33,280 - $85,000 per year; Bonus/Equity: Eligible for annual discretionary incentive compensation award and business unit incentive compensation plan; Benefits: Full spectrum of benefits including Medical, Dental, Vision, HSA, FSA, Life Insurance, Disability, PTO, Holidays, 401(k)

Skills & Requirements

Must-have

  • Exceptional client service
  • Money movement transactions
  • Answering non-investment questions
  • Microsoft Office Suite proficiency
  • Interpersonal and client service skills
  • Time management skills

Nice-to-have

  • Client-first mindset
  • Collaborative team player
  • Adaptable and multi-tasking ability
  • Goal-oriented and self-motivated

Key Requirements

  • High School Diploma/Equivalency
  • Willingness to obtain Series 7 and Series 66 or Series 63 and Series 65
  • Industry experience is a plus

Work Rights

Not specified

Tailored Resume

Cover Letter