Senior Private Wealth Client Service Specialist

PowerToFly; Miami Beach (FL); On-site; USD 65,000 - 100,000; Full time

Job summary

Morgan Stanley in Miami Beach seeks a Senior Registered Client Service Associate to deliver exceptional client service and support Financial Advisors and Private Wealth Advisors. You will build trusted relationships through daily client interactions and assist with routine account activities.

Responsibilities include processing money movements, onboarding clients, educating them on digital tools, calendar management, travel coordination and supporting marketing initiatives.

Qualifications

• High School Diploma or equivalent; college degree preferred.
• Active Series 7 and Series 66 or Series 63 and Series 65 licenses.
• At least 5 years of industry experience required.
• Knowledge of financial services products including equities, bonds, mutual funds, and managed accounts.
• Excellent communication and client service skills.

Responsibilities

• Provide service coverage for a FA/PWA/team including cultivating and maintaining client relationships.
• Execute money movement transactions as requested.
• Answer general non-investment questions and relay account information.
• Educate or enroll clients in digital tools and onboarding.
• Admin tasks: calendar management, travel coordination and expense reports.
• Support marketing and business plan delivery.
• Stay current on policies, procedures and platforms.
• Participate in training and special projects.

Skills

Interpersonal skills

Client service

Time management

Detail oriented

Multi-tasking

Team player

Adaptable

Education

High School Diploma/Equivalency

College degree preferred

Series 7 and Series 66 or Series 63 and Series 65

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

PowerPoint

Job description

Morgan Stanley in Miami Beach seeks a Senior Registered Client Service Associate to deliver exceptional client service and support Financial Advisors and Private Wealth Advisors. You will build trusted relationships through daily client interactions and assist with routine account activities.

Responsibilities include processing money movements, onboarding clients, educating them on digital tools, calendar management, travel coordination and supporting marketing initiatives.