Private Wealth Management Registered Client Service Associate

About This Role

This role involves modernizing the client experience by providing an elevated standard of care to clients. The Client Service Associate assists with business growth by utilizing the full capabilities of the firm and understanding firm policies and procedures.

Responsibilities

• Cultivate and enhance new and existing client relationships through active communication, processing requests, resolving inquiries, providing guidance, and maintaining documentation
• Identify and assist with Firm services and solutions, including banking products, and digital offerings like Morgan Stanley Online and Mobile
• Confirm authorization and authenticate clients when processing requests
• Onboard and maintain client accounts, including collecting information, required documentation, and processing money movement transactions
• Review and take appropriate action on client account alerts
• Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model
• Support the team’s marketing strategy by maintaining marketing materials and planning client events
• Actively engage in available training and education programs and attend scheduled calls
• Perform administrative duties supporting Financial Advisors, including telephone coverage, travel arrangements, meeting coordination, expense reports, and file/calendar maintenance
• Proactively participate in firm initiatives directed by local management

Requirements

• High School Diploma/Equivalency
• Strong computer skills and knowledge of Microsoft Office products
• Exceptional writing, interpersonal and client service skills
• Detail oriented with superior organizational skills and ability to prioritize tasks
• Team player with the ability to collaborate with others
• Ability to work in a fast-paced, evolving environment
• Goal oriented, self-motivated and results driven

Qualifications

• High School Diploma/Equivalency
• Industry experience is a plus

Nice to Have

• College degree preferred
• Industry experience
• Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) licenses

Skills

* Required skills

Benefits