Senior Private Wealth Client Services Associate

Morgan Stanley; Miami Beach (FL); On-site; USD 60,000 - 85,000; Full time

Job summary

Morgan Stanley in Miami Beach is seeking a Senior Registered Client Service Associate to provide exceptional service to clients and support Financial Advisors and Private Wealth Advisors on a daily basis. You will build trusted relationships, respond to client questions, assist with account maintenance, and help execute transactions while upholding firm policies and platforms.

The role requires strong interpersonal and organizational skills, proficiency with MS Office, and a compliance-minded,

Qualifications

• High School Diploma/Equivalency is required.
• College degree preferred.
• Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) are required.
• At least 5 years of industry experience required.
• Knowledge of financial services products including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.
• Detail oriented with strong organizational skills and ability to prioritize.
• Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint).
• Exceptional writing, interpersonal and client service skills.

Responsibilities

• Provide service coverage for a FA/PWA/team including cultivating and enhancing client relationships.
• Execute money movement transactions at the request of the client and/or FA/PWA/team.
• Answer general non-investment questions concerning client accounts and balances.
• Enter profile information or pre-fill account documentation on client accounts.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts, including collecting client information and required documents.
• Provide clients with details around their account information (investment objectives, risk tolerance).
• Assist with marketing strategy and website maintenance for FAs/PWAs/teams.

Skills

Interpersonal skills

Client service

MS Office

Attention to detail

Education

High School Diploma/Equivalency

College degree preferred

Active Series 7 (GS), Series 66 or Series 63/65 (RA)

Tools

MS Office

Job description

Morgan Stanley in Miami Beach is seeking a Senior Registered Client Service Associate to provide exceptional service to clients and support Financial Advisors and Private Wealth Advisors on a daily basis. You will build trusted relationships, respond to client questions, assist with account maintenance, and help execute transactions while upholding firm policies and platforms.

The role requires strong interpersonal and organizational skills, proficiency with MS Office, and a compliance-minded,