Financial Services Client Support Specialist

Morgan-Stanley; Palo Alto (CA); Sur place; USD 35 000 - 90 000; Plein temps

Résumé du poste

Morgan Stanley is seeking a Registered Client Service Associate in Palo Alto to support Financial Advisors and Private Wealth Advisors. The role emphasizes client-first service, handling account inquiries, and facilitating transactions with accuracy.

Strong interpersonal and organizational skills are essential. The successful candidate will manage client onboarding, educate clients on digital tools, and assist with marketing and strategic initiatives while staying current on policies and

Qualifications

• Education and/or Experience: High School Diploma/Equivalency; College degree preferred.
• Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
• Two or more years of industry experience preferred.
• Mandarin proficiency is a plus.
• Knowledge/Skills: Knowledge of financial services products (equities, bonds, options, mutual funds, annuities, insurance, managed accounts).
• Advanced Microsoft Office skills (Word, Excel, Outlook, PowerPoint).

Responsabilités

• Provide client support for a FA/PWA/team, including cultivating client relationships.
• Execute money movement transactions at client/FA/PWA direction.
• Answer general questions about accounts and balances.
• Enter profile information and documents in clerical capacity.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts and collect required documentation.

Connaissances

Client service

Interpersonal skills

Time management

Multitasking

Adaptability

Team player

Written communication

Formation

High School Diploma/Equivalency

College degree preferred

Outils

Microsoft Office

Description du poste

Morgan Stanley is seeking a Registered Client Service Associate in Palo Alto to support Financial Advisors and Private Wealth Advisors. The role emphasizes client-first service, handling account inquiries, and facilitating transactions with accuracy.

Strong interpersonal and organizational skills are essential. The successful candidate will manage client onboarding, educate clients on digital tools, and assist with marketing and strategic initiatives while staying current on policies and