Private Wealth Management Registered Client Ser...

@ Morgan Stanley

Position Summary

The Private Wealth Management Registered Client Service Associate helps shape the future of service by modernizing the client experience with an elevated standard of care. This role is key to leveraging firm policies, procedures, and capabilities to deliver the full firm to clients.

Client Support

Key responsibilities include:

• Cultivating and enhancing new and existing client relationships.
• Processing client requests and resolving inquiries.
• Onboarding and maintaining client accounts with proper documentation.
• Inputting orders, discussing reinvestment options, and handling corporate actions.
• Preparing financial plans, client reports and managing account alerts.

Other Duties

The role also involves:

• Collaborating with Financial Advisors to develop business plans.
• Supporting marketing strategies through material upkeep and event planning.
• Participating in training and firm initiatives.
• Performing administrative duties like telephone coverage and travel arrangements.

Education, Experience, Knowledge, and Skills

Requirements include:

• Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
• Two or more years of industry experience preferred.
• High School Diploma/Equivalency (college degree preferred).
• Strong knowledge of financial services products including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.
• Exceptional writing, interpersonal, and client service skills.
• Proficiency in Microsoft Office.
• Ability to work in a fast-paced, evolving environment.

What You Can Expect From Morgan Stanley

Morgan Stanley is committed to delivering first-class service and upholding a high standard of excellence. With global offices and a deep commitment to diversity, inclusion, and employee development, the firm offers comprehensive benefits and ample opportunities for professional growth.