Wealth Client Services Associate

Morgan Stanley; Los Angeles (CA); On-site; USD 34,320 - 90,000; Full time

Benefits offered by this job

Comprehensive employee benefits

Opportunities for internal mobility

Diversity and inclusion initiatives

Job summary

Morgan Stanley is looking for Client Service Associates who excel in providing exceptional support to Financial Advisors and clients. This role demands strong interpersonal skills to cultivate client relationships and accommodate varied client needs.

The ideal candidate should have a High School Diploma, with a preference for college degree holders. Responsibilities include managing client accounts, executing transactions, and offering technical support for digital tools. Morgan Stanley promotes a diverse and inclusive workforce where employee development is prioritized.

Qualifications

• High School Diploma/Equivalency required.
• Willingness to obtain Series 7, Series 66 or Series 63 and Series 65.

Responsibilities

• Support the FA/PWA/team in client relationships.
• Execute money movement transactions.
• Answer non-investment related client questions.
• Enter profile information for client accounts.
• Educate clients on digital tools.

Skills

Detail oriented with organizational skills

Advanced Microsoft Office skills

Exceptional writing skills

Strong time management skills

Team player

Adaptable and able to multi-task

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Microsoft PowerPoint

Job description

Morgan Stanley is looking for Client Service Associates who excel in providing exceptional support to Financial Advisors and clients. This role demands strong interpersonal skills to cultivate client relationships and accommodate varied client needs.

The ideal candidate should have a High School Diploma, with a preference for college degree holders. Responsibilities include managing client accounts, executing transactions, and offering technical support for digital tools. Morgan Stanley promotes a diverse and inclusive workforce where employee development is prioritized.