Wealth Client Services Specialist

Morgan Stanley; Madison (CT); Sur place; USD 25 000 - 83 000; Plein temps

Résumé du poste

Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional client service and support Financial Advisors/Private Wealth Advisors in Connecticut. The role involves handling client inquiries, executing transactions, and onboarding clients while maintaining high service standards.

The position requires strong interpersonal skills, knowledge of financial products, and licensure (Series 7/66 or 63/65).

Qualifications

• High School Diploma or equivalent required; college degree preferred.
• Active Series 7 and Series 66 or 63/65 licenses required or in process.
• Two or more years of industry experience preferred.

Responsabilités

• Provide service coverage for a FA/PWA/team and support client relationships.
• Execute money movements and relay account information to clients.
• Answer non-investment questions and update client accounts.
• Educate clients on digital tools and onboard new accounts.
• Assist with marketing efforts and maintain client service standards.

Formation

High School Diploma/Equivalency

College degree preferred

Active Series 7, Series 66 or Series 63/65

Financial services product knowledge

Attention to detail

Microsoft Office (Word, Excel, Outlook, PowerPoint)

Strong interpersonal and client service skills

Time management

Team player and collaborative

Multitasking in a fast-paced environment

Outils

Microsoft Office

Description du poste

Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional client service and support Financial Advisors/Private Wealth Advisors in Connecticut. The role involves handling client inquiries, executing transactions, and onboarding clients while maintaining high service standards.

The position requires strong interpersonal skills, knowledge of financial products, and licensure (Series 7/66 or 63/65).