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Private Wealth Management Client Service Associate
Morgan Stanley
Original Job Summary
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
How to Get Hired at Morgan Stanley
🎯 Tips for Getting Hired
- Customize your resume: Tailor it to highlight client service skills.
- Show financial acumen: Emphasize familiarity with dual financial products.
- Research Morgan Stanley: Understand their values and service model.
- Practice interview insights: Prepare clear answers on client support experiences.