Private Wealth Management Client Service Associate
Morgan Stanley
Base: $34,320 - $90,000; bonus/equity: not specifi...
Exceptional client service
Process client requests
Onboard and maintain client accounts
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.
Support the team’s marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars.
At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered.
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
Base: $34,320 - $90,000; Bonus/Equity: Not specified; Benefits: Not specified
Skills & Requirements
Must-have
Exceptional client service
Process client requests
Onboard and maintain client accounts
Prepare client meeting materials
Support marketing strategy
Administrative duties support
Nice-to-have
Client first mindset
Trusted relationships
Collaborate with Financial Advisors
Creative thinkers
Passion and grit
Key Requirements
Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Two or more years of industry experience preferred