Private Wealth Management Registered Client Service Associate
Core
Modernize client experience and support business growth by managing client relationships, processing requests, and assisting Financial Advisors with business planning and administrative tasks.
Role type
Client Service Associate in Private Wealth Management
Builds
Client service model and business plans for Private Wealth Management clients
Domain
Private Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Client relationship management, account onboarding, transaction processing, marketing material maintenance, travel coordination, Microsoft Office proficiency
Preferred skills
Industry experience, Series 7/66/63/65 licenses, college degree
Technologies
Morgan Stanley Online, Morgan Stanley Mobile, Microsoft Office
Responsibilities
Cultivate and enhance client relationships, process client requests and authenticate clients, onboard and maintain client accounts, partner with Financial Advisors on business plans, maintain marketing materials and plan client events, perform administrative duties like travel arrangements and expense reports
Seniority
Entry-level to Mid-level, individual contributor