Wealth Management Client Success Associate

Morgan-Stanley; Palo Alto (CA); On-site; USD 35,000 - 90,000; Full time

Job summary

Morgan Stanley in Palo Alto is seeking a Client Service Associate to deliver exceptional service to our clients and support Financial Advisors and Private Wealth Advisors. You will build trusted relationships through regular client interactions, onboard accounts, process money movements, and prepare client reports for meetings.

The role requires Series licensing willingness, 2+ years of industry experience, and strong communication and organizational skills; base pay ranges and benefits are

Qualifications

• Willingness to obtain Series 7 and Series 66 or Series 63 and Series 65.
• Two or more years of industry experience preferred.
• Strong writing, interpersonal and client service skills.
• Detail oriented with superior organizational skills and ability to prioritize tasks.
• Knowledge of financial services products is a plus.

Responsibilities

• Cultivate and enhance client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current.
• Onboard and maintain client accounts, including collecting client information and required documentation, capturing and assessing risk, processing money movement transactions and handling estate needs as examples.
• Input orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment options and corporate actions with clients at the direction of Financial Advisors.
• Prepare financial plans, client reports, and other materials for client meetings.
• Support the team’s marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars.

Skills

Interpersonal skills

Client service

Communication

Attention to detail

Team player

Education

High School Diploma/Equivalency or College degree preferred

Tools

Microsoft Office

Job description

Morgan Stanley in Palo Alto is seeking a Client Service Associate to deliver exceptional service to our clients and support Financial Advisors and Private Wealth Advisors. You will build trusted relationships through regular client interactions, onboard accounts, process money movements, and prepare client reports for meetings.

The role requires Series licensing willingness, 2+ years of industry experience, and strong communication and organizational skills; base pay ranges and benefits are