Private Wealth Management Client Service Associate

Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 75 years, the firm’s reputation for using innovative thinking to solve complex problems has been well earned and rarely matched.

The Private Wealth Management Client Service Associate provides ongoing day-to-day support of a Private Wealth Advisor’s book of business. Provide account information to clients and Private Wealth Advisors. Learn the business and products in order to assist Private Wealth Advisors. Clerical duties such as: handling telephones, mailing, filing and processing forms.

• Working with clients to ensure proper account opening procedures and documentation
• Providing account information to clients and Private Wealth Advisors and maintaining key client relationships
• Proactively resolving clients’ issues and concerns
• Learning the business and products in order to assist Private Wealth Advisors
• Clerical duties such as handling telephones, mailing, filing and processing forms
• Taking and placing customer orders in brokerage and advisory accounts
• Participating in ongoing platform reviews and design initiatives
• Participating in ongoing learning and development to enhance support of Private Wealth Advisors' business
• Train and recruit future sales support
• Comply with all industry rules and regulation and firm policies

• Excellent written and verbal communication skills
• Strong computer skills, including internet
• Knowledge of Word, Excel, and PowerPoint
• Superior interpersonal, organizational and client service skills

Education:

• Bachelor’s Degree required

Licenses and Requirements:

• Series 7 & 66
• May require additional parallel licenses to appropriately cover PWA
• Satisfy all ongoing regulatory continuing education

Other Qualifications:

• Be authorized to work in the U.S. without restriction as to duration.
• Pass a background check.
• Pass any applicable pre-employment tests.
• Mandarin speaking/writing/reading