Private Wealth Management Client Service Associate
Core
Provide exceptional client service and support Financial Advisors by managing client relationships, processing account requests, and preparing financial materials.
Role type
Client Service Associate
Builds
Client accounts, financial plans, and client reports
Domain
Private Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Client relationship management, account administration, financial product knowledge, order processing, report preparation, Microsoft Office proficiency
Preferred skills
Series 7, 66, 63, 65 licenses, 2+ years industry experience, college degree
Technologies
Morgan Stanley Online, Morgan Stanley Mobile, Microsoft Office
Responsibilities
Cultivate and enhance client relationships, onboard and maintain client accounts, input orders and discuss reinvestment options, prepare financial plans and client reports, support team marketing strategy, perform administrative duties like travel coordination
Seniority
Entry-level to Mid-level