Private Wealth Management Registered Client Service Associate
Core
Modernize client experience and support business growth by managing client relationships, processing requests, and delivering firm services.
Role type
Client Service Associate
Builds
Client service model and business plans
Domain
Private Wealth Management / Banking
Deliverable
client delivery
Required skills
Client relationship management, Financial product knowledge, Account administration, Regulatory compliance, Marketing support, Administrative coordination
Preferred skills
Industry experience, Series 7/66/63/65 licenses
Technologies
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
Responsibilities
Cultivate and enhance client relationships, Process client requests and authenticate clients, Onboard and maintain client accounts, Partner with Financial Advisors on business plans, Support marketing strategy and client events, Perform administrative duties for Financial Advisors