Pwm Client Service Associate

Morgan Stanley UK

Boston, United States
Base: $15 - $40.87 ph; bonus/equity: not specified...
Exceptional client service skills
Execute money movement transactions
Onboard and maintain client accounts
Registered 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

  • Registered 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.
  • 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

Registered 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

Base: $15 - $40.87 per hour; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Exceptional client service skills
  • Execute money movement transactions
  • Onboard and maintain client accounts
  • Knowledge of financial services products
  • Advanced Microsoft Office skills

Nice-to-have

  • Client first mindset
  • Team player
  • Adaptable and multitask ability
  • Goal oriented and self-motivated

Key Requirements

  • High School Diploma/Equivalency
  • Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
  • Two or more years of industry experience preferred

Work Rights

Not specified

Tailored Resume

Cover Letter