Senior Private Wealth Client Service Associate

Morgan-Stanley; Los Angeles (CA); Presencial; USD 35.000 - 90.000; Jornada completa

Descripción de la vacante

Morgan Stanley in the United States seeks a Senior Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors by handling client inquiries, processing money movements, and maintaining accurate account information.

The role requires exceptional communication, attention to detail, and the ability to operate in a fast-paced environment while upholding firm policies and delivering high‑quality service.

Formación

• High school diploma or equivalent; college degree preferred.
• Active Series 7 and Series 66 or 63 and 65 preferred; authorized to work in the US.
• At least 5 years of industry experience in client service or financial services.
• Strong writing and interpersonal skills; detail-oriented and organized.

Responsabilidades

• Provide service coverage for a FA/PWA/team, cultivating and enhancing client relationships.
• Execute money movement transactions as requested by clients or the FA/PWA/team.
• Answer general non-investment questions and relay account information and balances.
• Onboard and maintain client accounts, including documentation collection and data entry.
• Educate clients on digital tools and assist with enrollment and usage.

Conocimientos

Client service

Interpersonal skills

Time management

Attention to detail

MS Office proficiency

Educación

High School Diploma

College degree preferred

Herramientas

Microsoft Office

Excel

PowerPoint

Outlook

Descripción del empleo

Morgan Stanley in the United States seeks a Senior Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors by handling client inquiries, processing money movements, and maintaining accurate account information.

The role requires exceptional communication, attention to detail, and the ability to operate in a fast-paced environment while upholding firm policies and delivering high‑quality service.