Wealth Management Client Services Specialist

Morgan Stanley; Lake Oswego (OR); Vor Ort; USD 45.000 - 65.000; Vollzeit

Zusammenfassung

Morgan Stanley is seeking an Administrative Support professional in Lake Oswego, OR to assist financial advisors and teams with client relationship cultivation and transaction processing. The role involves handling account questions, onboarding, and documentation, as well as promoting digital tools and maintaining records.

Candidates should have a High School diploma (College degree preferred) and FINRA licenses (Series 7, 66 or 63, 65) with 2+ years of industry experience.

Qualifikationen

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

Aufgaben

• Supporting financial advisors and teams in cultivating and enhancing client relationships.
• Executing money movement transactions as requested by clients or advisory teams.
• Answering general account questions and relaying positions and balances.
• Entering profile information and pre-filling account documentation in clerical capacity.
• Educating or enrolling clients in digital tools (MSOnline, eSign, eAuthorization).
• Onboard and maintain client accounts with required documentation.

Kenntnisse

Financial services knowledge

Detail oriented

Advanced Microsoft Office

Excellent writing

Time management

Team player

Multitasking

Goal oriented

Ausbildung

High School Diploma/Equivalency

College degree preferred

FINRA licenses: Series 7, Series 66 or Series 63 and Series 65

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Microsoft PowerPoint

Jobbeschreibung

Morgan Stanley is seeking an Administrative Support professional in Lake Oswego, OR to assist financial advisors and teams with client relationship cultivation and transaction processing. The role involves handling account questions, onboarding, and documentation, as well as promoting digital tools and maintaining records.

Candidates should have a High School diploma (College degree preferred) and FINRA licenses (Series 7, 66 or 63, 65) with 2+ years of industry experience.