Wealth Management Client Services Associate

Morgan Stanley; New York (NY); On-site; USD 33,280 - 85,000; Full time

Job summary

Morgan Stanley is seeking a PWM Registered Client Service Associate to provide exceptional client service and administrative support. In this entry-level position, you'll engage with clients, support Financial Advisors, and manage client accounts. The ideal candidate is proactive, detail-oriented, and possesses strong interpersonal skills, all while aiming to deliver first-class service in a collaborative environment.

Qualifications

• Two or more years of industry experience preferred.
• Detail oriented with superior organizational skills.
• Exceptional writing and interpersonal skills.

Responsibilities

• Provide service coverage for Financial Advisors/Private Wealth Advisors.
• Execute money movement transactions upon request.
• Educate clients on digital tools.

Skills

Interpersonal skills

Organizational skills

Time management

Client service skills

Education

High School Diploma/Equivalency

College degree preferred

Active Series 7 (GS), Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

Tools

Microsoft Office

Job description

Morgan Stanley is seeking a PWM Registered Client Service Associate to provide exceptional client service and administrative support. In this entry-level position, you'll engage with clients, support Financial Advisors, and manage client accounts. The ideal candidate is proactive, detail-oriented, and possesses strong interpersonal skills, all while aiming to deliver first-class service in a collaborative environment.