Client Service Associate: Financial Advisory Support

711 MS Smith Barney, LLC; Charleston (SC); In loco; USD 43.000 - 62.000; Tempo pieno

Descrizione del lavoro

Morgan Stanley in Charleston, SC is seeking a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors. You will manage client relationships, process money movements, answer non-investment inquiries, and maintain accurate client documentation with a client-first mindset.

Ideal candidates have 2+ years of financial services experience, strong Microsoft Office skills, and excellent communication.

Competenze

• Education and/or experience: High School Diploma or equivalent; college degree preferred.
• Active securities licenses: Series 7, Series 66 or Series 63 and Series 65 optional.
• Two or more years of industry experience preferred.
• Knowledge of financial services products such as equities, bonds, funds, annuities, insurance and managed accounts.
• Detail oriented with strong organizational skills.
• Advanced Microsoft Office skills and excellent written and verbal communication.

Mansioni

• Provide service coverage for a FA/PWA/team including cultivating and enhancing new and existing client relationships
• Executing money movement transactions at the request of the client and/or FA/PWA/team
• Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances
• Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA/team
• Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
• Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team
• Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance)
• Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team
• Supporting the FAs / PWAs / teams’ marketing strategy (e.g., website maintenance)
• Assist FAs / PWAs/ teams in delivering against their business plan and client service model
• Remaining current on all policies, procedures, and new platforms
• Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management

Conoscenze

Client service

Interpersonal skills

Microsoft Office

Time management

Teamwork

Formazione

High School Diploma/Equivalency

College degree preferred

Strumenti

Series 7

Series 66

Series 63

Series 65

Descrizione del lavoro

Morgan Stanley in Charleston, SC is seeking a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors. You will manage client relationships, process money movements, answer non-investment inquiries, and maintain accurate client documentation with a client-first mindset.

Ideal candidates have 2+ years of financial services experience, strong Microsoft Office skills, and excellent communication.