Wealth Management Client Experience Associate

Morgan Stanley Group; United States; On-site; USD 33,000 - 88,000; Full time

Benefits offered by this job

Medical

Prescription Drug

Dental

Vision

Health Savings Account

Dependent Day Care Savings Account

Life Insurance

Disability

Other Insurance Plans

Paid Time Off

10 Paid Holidays

401(k)

Short/Long Term Disability

Other special perks reserved for our员工

Job summary

Morgan Stanley in the United States is seeking a Client Service Associate to support Financial Advisors and Private Wealth Advisors by building trusted client relationships, handling money movements, and answering non-investment questions.

The role includes administrative duties such as calendar management, expense reporting, and helping with digital tools training, with a preference for a college degree and a strong client-service mindset.

Qualifications

• Education: High School Diploma or equivalent; college degree preferred.
• Strong written and verbal communication; exemplary client service and interpersonal skills.
• Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint).
• Detail-oriented with ability to prioritize and manage multiple tasks.

Responsibilities

• Support Financial Advisors/Private Wealth Advisors and teams in cultivating client relationships.
• Execute money movement transactions and relay account information to clients.
• Answer general client questions and assist with account documentation and profiling.
• Educate clients on digital tools and assist with enrollment.
• Provide administrative support including calendar, travel, and expense reporting.
• Assist with marketing efforts and internal projects as directed.

Skills

Detail orientation

Organizational skills

Prioritization

MS Office

Written communication

Interpersonal skills

Client service

Time management

Team collaboration

Multi-tasking

Education

High School Diploma

College degree preferred

Tools

MS Office

Job description

Morgan Stanley in the United States is seeking a Client Service Associate to support Financial Advisors and Private Wealth Advisors by building trusted client relationships, handling money movements, and answering non-investment questions.

The role includes administrative duties such as calendar management, expense reporting, and helping with digital tools training, with a preference for a college degree and a strong client-service mindset.