Private Wealth Client Service Associate – Growth & Impact

Morgan Stanley; New York (NY); Sur place; USD 35 000 - 90 000; Plein temps

Résumé du poste

Morgan Stanley in New York is seeking a Registered Client Service Associate to help shape the client experience by delivering an elevated standard of care and by leveraging the firm’s full capabilities for clients.

You will support client relationships, onboard accounts, process requests, prepare reports for meetings and assist Financial Advisors with planning, documentation, and client communications in a fast‑paced environment.

Qualifications

• Active Series 7 and Series 66 or Series 63 and Series 65 are required.
• Two or more years of industry experience preferred.
• High School Diploma/Equivalency; college degree preferred.

Responsabilités

• Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current
• Identify and assist with Firm services and solutions that support clients’ needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile
• Confirm authorization and authenticate client when processing requests
• Onboard and maintain client accounts, including collecting client information and required documentation, capturing and assessing risk, processing money movement transactions and handling estate needs as examples
• Input orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment options and corporate actions with clients at the direction of Financial Advisors
• Prepare financial plans, client reports, and other materials for client meetings
• Review and take appropriate action on client account alerts

Connaissances

Interpersonal skills

Client service

Microsoft Office

Detail oriented

Team player

Adaptable to fast-paced environment

Financial products knowledge

Formation

Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

HS Diploma or Equivalent

College degree preferred

Two+ years industry experience

Description du poste

Morgan Stanley in New York is seeking a Registered Client Service Associate to help shape the client experience by delivering an elevated standard of care and by leveraging the firm’s full capabilities for clients.

You will support client relationships, onboard accounts, process requests, prepare reports for meetings and assist Financial Advisors with planning, documentation, and client communications in a fast‑paced environment.