Private Wealth Management Registered Client Service Associate job opportunity at Morgan Stanley.

Home Jobs In United States Of America Tag: Job Private Wealth Management Registered Client Service Associate position at Morgan Stanley


DateMore Than 30 Days Ago bot
Morgan Stanley Private Wealth Management Registered Client Service Associate
Experience: Highly Experienced
Pattern: full-time
Country:
apply Apply Now
Salary:
Status:

Job

Copy Link Report
degreeAssociate
loacation Tampa, Florida, United States of America, United States Of America
loacation Tampa, Florida..........United States Of America

Registered Client Service Associate Registered 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 RESPONSIBILITIES: CLIENT SUPPORT:   Provide service coverage for a FA/PWA/team including: • Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships • Executing money movement transactions at the request of the client and/or FA/PWA/team • Answering 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/team • Educating 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/team • Provide 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/team • Supporting the FAs / PWAs / teams’ marketing strategy (e.g., website maintenance) • Assist FAs / PWAs/ teams in delivering against their business plan and client service model • Remaining current on all policies, procedures, and new platforms • Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management ADMINISTRATIVE SUPPORT: • Answering 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 process • Assisting with general in-office support functions such as copying, filing and scanning documentation • Preparing and submitting expense reports for processing at the direction of the FA/PWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience • High School Diploma/Equivalency • College degree preferred • Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) • Two or more years of industry experience preferred Knowledge/Skills • Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts • Detail orientated with superior organizational skills and ability to prioritize • Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint) • Exceptional writing, interpersonal and client service skills • Strong time management skills • Team player with the ability to collaborate with others • Ability to work in a fast-paced, evolving environment • Adaptable and ability to multitask • Goal oriented, self-motivated and results driven Reports to: Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 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 https://www.morganstanley.com/about-us/global-offices​ into your browser. 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).

Other Ai Matches

Snowflake Data Engineer Applicants are expected to have a solid experience in handling Job related tasks
EMEA Financial Crime Coverage Applicants are expected to have a solid experience in handling Job related tasks
IT Application/Network Integrator_Assoicate_Software Engineering Applicants are expected to have a solid experience in handling Job related tasks
Administrative Assistant, Investment Banking Division Applicants are expected to have a solid experience in handling Investment Banking Division related tasks
Client Service Associate Applicants are expected to have a solid experience in handling Job related tasks
FID, Municipal Securities, Syndicate / Debt Capital Markets - Associate Applicants are expected to have a solid experience in handling Municipal Securities, Syndicate / Debt Capital Markets - Associate related tasks
Java/Scala - Director- Software Engineering Applicants are expected to have a solid experience in handling Job related tasks
Tax, VP- Mexico City Applicants are expected to have a solid experience in handling VP- Mexico City related tasks
Registered Client Relationship Analyst Applicants are expected to have a solid experience in handling Job related tasks
Assistant Vice President, Client Engagement Analytics Applicants are expected to have a solid experience in handling Client Engagement Analytics related tasks
Associate, Trading Applicants are expected to have a solid experience in handling Trading related tasks
Client Selection Reviewer – Manager- Fixed Income Division Applicants are expected to have a solid experience in handling Job related tasks
Testing and Tooling Documentation Associate Applicants are expected to have a solid experience in handling Job related tasks
Machine Learning, Assistant Vice President Applicants are expected to have a solid experience in handling Assistant Vice President related tasks
Corporate Treasury Desk Strategist - Vice President Applicants are expected to have a solid experience in handling Job related tasks
Java Developer Applicants are expected to have a solid experience in handling Job related tasks
Crypto & Digital Assets Advisory Compliance Officer, Vice President Applicants are expected to have a solid experience in handling Vice President related tasks
Private Wealth Management International Client Service Associate: Bilingual - Spanish/English Applicants are expected to have a solid experience in handling Job related tasks
Client Service Associate Applicants are expected to have a solid experience in handling Job related tasks
Branch Manager, Producing Applicants are expected to have a solid experience in handling Producing related tasks
Executive Administrative Assistant, MSIM Real Assets Applicants are expected to have a solid experience in handling MSIM Real Assets related tasks
Cyber Security Audit, Director, Technical Specialist Applicants are expected to have a solid experience in handling Director, Technical Specialist related tasks
Registered Client Service Associate Applicants are expected to have a solid experience in handling Job related tasks