Wealth Client Services Associate

Socket.dev; Georgia; On-site; USD 52,000 - 78,000; Full time

Job summary

Morgan Stanley in the United States (Georgia) is seeking a Registered Client Service Associate to provide exceptional service to clients and support Financial Advisor(s)/Private Wealth Advisor(s) on a daily basis. You will build trusted client relationships, assist with money movements, answer non-investment questions, maintain accounts, and educate clients on digital tools.

Required: High School Diploma, active Series 7 and Series 66 or 63 and 65, plus strong MS Office skills and client service

Qualifications

• High School Diploma or Equivalent.
• College degree preferred.
• Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).

Responsibilities

• Provide service coverage for a FA/PWA/team including client relationship cultivation and enhancement.
• Execute money movement transactions at client/FA/PWA/team request.
• Answer non-investment related questions about accounts and provide balances and positions.

Skills

Interpersonal skills

Client service

MS Office

Education

High School Diploma/Equivalency

College degree preferred

Tools

MSOnline

eSign

eAuthorization

Job description

Morgan Stanley in the United States (Georgia) is seeking a Registered Client Service Associate to provide exceptional service to clients and support Financial Advisor(s)/Private Wealth Advisor(s) on a daily basis. You will build trusted client relationships, assist with money movements, answer non-investment questions, maintain accounts, and educate clients on digital tools.

Required: High School Diploma, active Series 7 and Series 66 or 63 and 65, plus strong MS Office skills and client service