Ms

Ms

Private Wealth Management Client Service Associate

Menlo Park, California, United States of America

Sponsorship not specifiedDetected 1 day ago
CommunicationOrganizational SkillsMicrosoft Office

About the role

  • Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.
  • We do it in a way that's differentiated - and we've done that for 90 years.
  • At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered.

Responsibilities

  • Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile
  • Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model
  • Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars

Requirements

  • 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

Skills

  • Willingness to obtain 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 industry, product, and branch procedures knowledge
  • Exceptional writing, interpersonal and client service skills
  • Detail oriented with superior organizational skills and ability to prioritize tasks
  • Strong computer skills and knowledge of Microsoft Office products
  • Ability to work in a fast-paced, evolving environment
  • Goal oriented, self-motivated and results driven
  • Education and/or Experience
  • Knowledge/Skills

Compensation

  • Expected base pay rates for the role will be between $35,152 and $90,000 per year at the commencement of employment.

Benefits

  • EDUCATION, EXPERIENCE, KNOWLEDGE, and

Equal opportunity

  • https://www.morganstanley.com/people-opportunities/eeo.
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