Base: $75,000 py; bonus/equity: not specified; ben...
On-site
Support high net worth sales team
Assist with analysis requests
Facilitate onboarding of new accounts
Responsible for supporting sales efforts of Associate and Strategy Specialists for the firm’s high net worth sales team
Job Summary
Responsible for supporting sales efforts of Associate and Strategy Specialists for the firm’s high net worth sales team.
Assist in onboarding new clients into various investment vehicles, including separately managed accounts, option overlay programs, and private placements.
Morgan Stanley offers attractive and comprehensive employee benefits and perks in the industry, with ample opportunity to move about the business.
Matching Summary
Responsible for supporting sales efforts of Associate and Strategy Specialists for the firm’s high net worth sales team.
Salary
Base: $75,000 per year; Bonus/Equity: Not specified; Benefits: Not specified
Skills & Requirements
Must-have
Support high net worth sales team
Assist with analysis requests
Facilitate onboarding of new accounts
Provide client service support
Master proprietary software applications
Reactive to telephone and email inquiries
Nice-to-have
Team player
Shows initiative/resourcefulness
Actively seeks opportunities to contribute
Able to learn quickly and retain knowledge
Key Requirements
Minimum one year of sales and/or leadership experience OR FINRA Series 6 & 63 licenses
Obtain FINRA Series 7 and 66 as required
Bachelor’s degree or equivalent preferred
Must be extremely motivated and have demonstrated sales success
Must be very comfortable with technology
Able to multitask and prioritize different projects