Private Wealth Client Services Specialist

PowerToFly; West Conshohocken (PA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Comprehensive employee benefits

Opportunities for professional development

Job summary

PowerToFly is hiring Registered Client Service Associates in West Conshohocken, PA. In this critical role, associates will modernize the client experience with exceptional care and support the growth of business operations.

Applicants should have at least two years of industry experience and requisite licenses, alongside strong client service and organizational skills. Join a collaborative environment at Morgan Stanley that values diversity and personal growth.

Qualifications

• Two or more years of industry experience preferred.
• Active licenses required (Series 7, Series 66 or 63, and 65).
• College degree preferred.

Responsibilities

• Cultivate and enhance client relationships through communication.
• Assist with firm services and solutions for clients' needs.
• Onboard and maintain client accounts efficiently.
• Prepare financial plans and client reports.
• Perform administrative duties supporting Financial Advisors.

Skills

Strong industry knowledge

Client service skills

Detail oriented

Organizational skills

Team player

Education

High School Diploma

Active Series 7, 66 or 63, and 65 licenses

Tools

Microsoft Office

Job description

PowerToFly is hiring Registered Client Service Associates in West Conshohocken, PA. In this critical role, associates will modernize the client experience with exceptional care and support the growth of business operations.

Applicants should have at least two years of industry experience and requisite licenses, alongside strong client service and organizational skills. Join a collaborative environment at Morgan Stanley that values diversity and personal growth.