Wealth Client Services Associate

711 MS Smith Barney, LLC; Lafayette (LA); Presencial; USD 40.000 - 65.000; Jornada completa

Descripción de la vacante

Morgan Stanley in Lafayette, LA seeks anRegistered Client Service Associate to support Financial Advisors and teams, manage client accounts, and handle routine transactions. The role requires strong interpersonal skills and a client-first approach.

The ideal candidate will have knowledge of financial products, Microsoft Office proficiency, and experience delivering high-quality service in a fast-paced environment. This position offers comprehensive benefits and opportunities for growth.

Formación

• Education and/or Experience
• 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
• Knowledge/Skills
• Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
• Detail oriented with superior organizational skills and ability to prioritize
• Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
• Exceptional writing, interpersonal and client service skills
• Strong time management skills
• Team player with the ability to collaborate with others
• Ability to work in a fast-paced, evolving environment
• Adaptable and ability to multitask
• Goal oriented, self-motivated and results driven

Responsabilidades

• Provide service coverage for a FA/PWA/team
• Support the FA/PWA/team in cultivating and enhancing client relationships
• Execute money movement transactions on request
• Answer general non-investment questions about client accounts
• Enter profile information or pre-fill account documents
• Educate clients in digital tools (MSOnline, eSign, eAuthorization)
• Onboard and maintain client accounts with required documentation
• Provide clients with account details (objectives, risk tolerance)
• Enter unsolicited or solicited orders in clerical capacity
• Support teams' marketing strategy
• Assist teams in delivering against business plans and client service models
• Remain current on policies, procedures and new platforms
• Participate in firm initiatives and training programs

Conocimientos

Financial products knowledge

Detail oriented

Microsoft Office

Writing skills

Interpersonal skills

Time management

Team player

Multitasking

Adaptable

Goal oriented

Educación

High school diploma

College degree preferred

FINRA licenses 7/66 or 63/65

2+ years industry experience

Descripción del empleo

Morgan Stanley in Lafayette, LA seeks anRegistered Client Service Associate to support Financial Advisors and teams, manage client accounts, and handle routine transactions. The role requires strong interpersonal skills and a client-first approach.

The ideal candidate will have knowledge of financial products, Microsoft Office proficiency, and experience delivering high-quality service in a fast-paced environment. This position offers comprehensive benefits and opportunities for growth.