Private Wealth Management Client Service Associate

Morgan Stanley

Base: $33,280 - $85,000 py; bonus/equity: eligible...
Strong interpersonal skills
Advanced microsoft office proficiency
Detail-oriented organizational abilities
The role involves providing exceptional service to clients while supporting Financial Advisors and Private Wealth Advisors on a daily basis

Job Summary

  • The role involves providing exceptional service to clients while supporting Financial Advisors and Private Wealth Advisors on a daily basis.
  • Candidates will execute money movement transactions, manage calendars, and assist with marketing strategies to help teams meet business goals.
  • Morgan Stanley offers comprehensive benefits including medical, dental, vision, paid time off, and a 401(k) plan alongside competitive compensation.

Matching Summary

The role involves providing exceptional service to clients while supporting Financial Advisors and Private Wealth Advisors on a daily basis.

Salary

Base: $33,280 - $85,000 per year; Bonus/Equity: Eligible for annual discretionary incentive compensation award; Benefits: Full spectrum including Medical, Dental, Vision, 401(k), and Paid Time Off

Skills & Requirements

Must-have

  • Strong interpersonal skills
  • Advanced Microsoft Office proficiency
  • Detail-oriented organizational abilities
  • Ability to prioritize tasks
  • Excellent client service skills

Nice-to-have

  • Fast-paced environment adaptability
  • Team collaboration mindset
  • Self-motivated goal orientation
  • Marketing strategy support experience

Key Requirements

  • High School Diploma or equivalency
  • Willingness to obtain Series 7 license
  • Willingness to obtain Series 63/65/66 licenses
  • College degree preferred
  • Industry experience is a plus

Work Rights

Not specified

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