Wealth Client Services Associate

Morgan Stanley; San Francisco (CA); On-site; USD 35,000 - 90,000; Full time

Job summary

Morgan Stanley in San Francisco is seeking a Client Service Associate to support Financial Advisors and Private Wealth Advisors by building trusted client relationships and handling day-to-day service requests. You will onboard and maintain accounts, prepare client materials, process transactions, and assist with firm initiatives and marketing efforts.

Strong written and interpersonal skills are essential. A High School Diploma is required; a college degree is preferred, and licensure

Qualifications

• Willingness to obtain Series 7 (GS), Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
• Two or more years of industry experience preferred
• High School Diploma/Equivalency
• College degree preferred

Responsibilities

• Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current
• Identify and assist with Firm services and solutions that support clients’ needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile
• Confirm authorization and authenticate client when processing requests
• Onboard and maintain client accounts, including collecting client information and required documentation, capturing and assessing risk, processing money movement transactions and handling estate needs as examples
• Input orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment options and corporate actions with clients at the direction of Financial Advisors
• Prepare financial plans, client reports, and other materials for client meetings
• Review and take appropriate action on client account alerts
• Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model
• Support the team’s marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
• Actively engage in available training and education programs – including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls
• Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance
• Proactively participate in firm initiatives directed by local management
• Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors

Skills

Interpersonal skills

Client service

Written communication

Detail oriented

Microsoft Office

Time management

Education

Series 7/66/63/65 licensure (willingness)

College degree preferred

High School Diploma

Tools

Microsoft Office

Job description

Morgan Stanley in San Francisco is seeking a Client Service Associate to support Financial Advisors and Private Wealth Advisors by building trusted client relationships and handling day-to-day service requests. You will onboard and maintain accounts, prepare client materials, process transactions, and assist with firm initiatives and marketing efforts.

Strong written and interpersonal skills are essential. A High School Diploma is required; a college degree is preferred, and licensure