Wealth Management Client Services Associate

Morgan Stanley Group; San Francisco (CA); Presencial; USD 35.000 - 90.000; Jornada completa

Descripción de la vacante

Morgan Stanley is seeking Registered Client Service Associates to deliver exceptional client service and support Financial Advisors and Private Wealth Advisors. You will build trusted client relationships through daily interactions, maintaining a client-first mindset and staying current on policies and tools.

In this role you will handle client inquiries, execute routine money movements, manage calendars, prepare documentation, and assist with onboarding and digital tools.

Formación

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

Responsabilidades

• Provide service coverage for a FA/PWA/team and cultivate client relationships.
• Execute money movement transactions as requested by the client and/or FA/PWA/team.
• Answer general non-investment questions concerning client accounts, including balances.
• Enter profile information or pre-fill account documentation on client accounts.
• Educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts, collecting required information and documentation.
• Provide clients with details around their account information and objectives.
• Assist with marketing efforts and staying current on policies and platforms.

Conocimientos

Client service

Relationship building

MS Office

Communication

Time management

Teamwork

Adaptability

Goal oriented

Detail oriented

Educación

High School Diploma

College degree preferred

Series 7

Series 66

Series 63

Series 65

2+ years industry experience

Descripción del empleo

Morgan Stanley is seeking Registered Client Service Associates to deliver exceptional client service and support Financial Advisors and Private Wealth Advisors. You will build trusted client relationships through daily interactions, maintaining a client-first mindset and staying current on policies and tools.

In this role you will handle client inquiries, execute routine money movements, manage calendars, prepare documentation, and assist with onboarding and digital tools.