Private Wealth Management Client Service Associate

@ Morgan Stanley

Position Summary

The Private Wealth Management Client Service Associate provides exceptional service to clients while supporting Financial Advisors, Private Wealth Advisors, and teams on a daily basis. The role focuses on building trusted relationships through regular interaction and by putting the client first.

Duties and Responsibilities

Client Support:

• Cultivate and enhance new and existing client relationships through active communication.
• Process client requests and resolve inquiries, ensuring up-to-date documentation.
• Identify and assist with firm services including banking and digital offerings.
• Onboard and maintain client accounts and process various transactions.
• Prepare financial plans, reports, and materials for client meetings.
• Review and act on client account alerts.

Other Responsibilities:

• Partner with Financial Advisors to develop a business plan and client service model.
• Support marketing strategies and plan client events and seminars.
• Engage in training programs and participate in firm initiatives.
• Perform administrative duties including travel arrangements, calendar maintenance, and expense reporting.

Education, Experience, Knowledge and Skills

Candidates should be willing to obtain necessary licenses (Series 7, Series 66/63/65) and ideally possess two or more years of industry experience. A high school diploma is required, with a college degree preferred. Exceptional interpersonal, writing, and organizational skills are essential along with strong computer skills and a solid understanding of financial services products.

What You Can Expect From Morgan Stanley

Morgan Stanley is committed to first-class service and excellence, reflecting its core values of client first, integrity, innovation, diversity, and community support. Employees benefit from comprehensive perks and ample opportunities for career movement in a globally diverse environment. For more information on global offices, please visit the Morgan Stanley website.

Key skills/competency

• Client Service
• Financial Products
• Relationship Management
• Communication
• Administration
• Risk Assessment
• Onboarding
• Team Collaboration
• Problem Resolution
• Organizational Skills