Private Wealth Management Client Service Associate
Morgan Stanley UK
San Francisco, United States
Base: $34,320 - $90,000; bonus/equity: not specifi...
Client relationship management
Processing client requests
Onboarding and maintaining client accounts
Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) on a daily basis
Job Summary
Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) on a daily basis.
Through regular interactions with clients, individuals in this role build trusted relationships.
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) on a daily basis.
Salary
Base: $34,320 - $90,000; Bonus/Equity: Not specified; Benefits: Not specified
Skills & Requirements
Must-have
client relationship management
processing client requests
onboarding and maintaining client accounts
preparing client meeting materials
supporting financial advisors
digital and social media platforms
Nice-to-have
client first mindset
strong interpersonal skills
team player
goal oriented
self-motivated
results driven
Key Requirements
Willingness to obtain Series 7 and Series 66 or Series 63 and Series 65
Two or more years of industry experience preferred