Private Wealth Management Registered Client Service Associate - Morgan Stanley : Job Details

Private Wealth Management Registered Client Service Associate Join to apply for the Private Wealth Management Registered Client Service Associate role at Morgan StanleyPrivate Wealth Management Registered Client Service Associate 1 day ago Be among the first 25 applicantsJoin to apply for the Private Wealth Management Registered Client Service Associate role at Morgan StanleyRegistered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. 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.DUTIES And RESPONSIBILITIESCLIENT SUPPORTProvide Service Coverage For a FA/PWA/team IncludingSupporting the FA/PWA/team in cultivating and enhancing new and existing client relationshipsExecuting money movement transactions at the request of the client and/or FA/PWA/teamAnswering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit)Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA/teamEducating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/teamProvide existing clients with details around their account information (e.g., investment objectives, risk tolerance)Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/teamSupporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance)Assist FAs / PWAs/ teams in delivering against their business plan and client service modelRemaining current on all policies, procedures, and new platformsParticipating in firm initiatives (e. g., training or education programs) , special projects and/or other duties directed by local managementADMINISTRATIVE SUPPORTAnswering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed)Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)Maintaining travel itineraries, preparing expense reports and managing the reimbursement processAssisting with general in-office support functions such as copying, filing and scanning documentationPreparing and submitting expense reports for processing at the direction of the FA/PWAEDUCATION, EXPERIENCE, KNOWLEDGE, And SKILLSEducation and/or ExperienceHigh School Diploma/EquivalencyCollege degree preferredActive Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)Two or more years of industry experience preferredKnowledge/SkillsKnowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accountsDetail orientated with superior organizational skills and ability to prioritizeAdvanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)Exceptional writing, interpersonal and client service skillsStrong time management skillsTeam player with the ability to collaborate with othersAbility to work in a fast-paced, evolving environmentAdaptable and ability to multitaskGoal oriented, self-motivated and results drivenReports ToBusiness Service OfficerWhat You Can Expect From Morgan StanleyWe are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. 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. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.To learn more about our offices across the globe, please copy and paste into your browser.Expected base pay rates for the role will be between $34,320K and $90,000K per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).Seniority level Seniority level Not ApplicableEmployment type Employment type Full-timeJob function Job function Finance and SalesReferrals increase your chances of interviewing at Morgan Stanley by 2xSign in to set job alerts for “Wealth Management Associate” roles. Associate/Senior Associate, Investment (Healthcare & Life Sciences-Americas) Investment Associate (Private Equity), Family Office San Francisco, CA $50,000.00-$115,000.00 3 weeks agoSan Francisco, CA $100,000.00-$150,000.00 3 weeks agoAsset & Wealth Management, Private Wealth Management, Marketing and Client Engagement Team, US Client Events, Associate - San Francisco San Francisco, CA $255,000.00-$260,000.00 2 months agoSan Francisco, CA $175,000.00-$225,000.00 6 days agoSan Francisco, CA $90,000.00-$110,000.00 2 weeks agoEquity Financial Analyst - San Francisco San Francisco, CA $125,000.00-$200,000.00 2 years agoSan Francisco, CA $90,000.00-$110,000.00 2 months agoSan Francisco, CA $100,000.00-$110,000.00 2 weeks agoSan Francisco, CA $25.00-$37.00 3 weeks agoSan Francisco, CA $80,000.00-$100,000.00 2 weeks agoSan Francisco, CA $80,000.00-$100,000.00 2 weeks agoSan Francisco, CA $85,000.00-$105,000.00 5 days agoAssociate, Global Investment Banking M&A San Francisco, CA $175,000.00-$225,000.00 3 months agoAnalyst, Technology Investment Banking - San Francisco, CA Investment Banking Tech Associate | Top Middle Market | San Francisco San Francisco County, CA $175,000.00-$200,000.00 17 hours agoWe're unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.#J-18808-Ljbffr