Wealth Client Services Associate

Morgan-Stanley; Atlanta (GA); Presencial; USD 45 000 - 70 000; Tempo integral

Resumo da oferta

Morgan Stanley is seeking a Client Service Associate to support Financial Advisors and Private Wealth teams, building trusted relationships with clients. You will handle money movements, respond to inquiries, and manage administrative tasks while upholding a client-first mindset.

Ideal candidates have excellent written and interpersonal skills, strong organization, and the ability to multi-task in a dynamic environment. A high school diploma is required, college degree preferred.

Qualificações

• Excellent interpersonal and written communication abilities.
• Strong organizational skills with attention to detail.
• Ability to manage multiple tasks in a fast-paced environment.

Responsabilidades

• Support FAs/PWAs/teams in cultivating and enhancing client relationships.
• Execute money movement transactions at the request of the client and/or FA/PWA.
• Answer general non-investment related questions concerning client accounts, including relaying stock positions and account balances.
• Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity.
• Educate or enroll clients in digital tools (e.g. MSOnline, eSign, eAuthorization).
• Support the FAs/PWAs/teams’ marketing strategies (e.g. website maintenance).
• Assist FAs/PWAs/teams in delivering against their business plan and client service model.
• Remain current on policies, procedures and new platforms.

Conhecimentos

Interpersonal skills

Client service orientation

Time management

Detail oriented

Team player

Strong written communication

Formação académica

High School Diploma/Equivalency

College degree preferred

Ferramentas

Microsoft Office

Descrição da oferta de emprego

Morgan Stanley is seeking a Client Service Associate to support Financial Advisors and Private Wealth teams, building trusted relationships with clients. You will handle money movements, respond to inquiries, and manage administrative tasks while upholding a client-first mindset.

Ideal candidates have excellent written and interpersonal skills, strong organization, and the ability to multi-task in a dynamic environment. A high school diploma is required, college degree preferred.