Wealth Advisory Client Support Specialist

Morgan Stanley; Napa (CA); On-site; USD 75,000 - 110,000; Full time

Job summary

Morgan Stanley in the United States is seeking a Registered Client Service Associate to provide exceptional client service and support FAs/PWAs/teams daily. You will build trusted relationships through proactive communication, assist with everyday requests, and help advance the firm’s client service model.

Responsibilities include processing money movements, answering account questions, onboarding clients, maintaining profiles, educating clients on digital tools, and coordinating calendar and

Qualifications

• High School Diploma or equivalent is required.
• College degree preferred.
• Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
• Two or more years of industry experience preferred.

Responsibilities

• Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships.
• Executing money movement transactions at the request of the client and/or FA/PWA/team.
• Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances.
• Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA/team.
• Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team.
• Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance).
• Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team.
• Supporting the FAs / PWAs / teams’ marketing strategy (e.g., website maintenance).
• Assist FAs / PWAs/ teams in delivering against their business plan and client service model.
• Remaining current on all policies, procedures, and new platforms.
• Participating in firm initiatives (e.g. training or education programs) , special projects and/or other duties directed by local management.

Skills

Client service

Interpersonal skills

Time management

Multitasking

Detail-oriented

Team player

Education

High School Diploma/Equivalency

College degree preferred

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

Two or more years of industry experience preferred

Tools

Microsoft Office

Job description

Morgan Stanley in the United States is seeking a Registered Client Service Associate to provide exceptional client service and support FAs/PWAs/teams daily. You will build trusted relationships through proactive communication, assist with everyday requests, and help advance the firm’s client service model.

Responsibilities include processing money movements, answering account questions, onboarding clients, maintaining profiles, educating clients on digital tools, and coordinating calendar and