Private Wealth Management Client Service Associate

Morgan Stanley • Atlanta, GA

395d

About The Position

The Private Wealth Management Client Service Associate plays a crucial role in enhancing the client experience by providing exceptional service and support. This position involves cultivating client relationships, assisting with account management, and collaborating with Financial Advisors to deliver comprehensive solutions tailored to client needs. The role requires a strong understanding of firm policies and capabilities to effectively serve clients and contribute to business growth.

Requirements

• High School Diploma/Equivalency; College degree preferred.
• Industry experience is a plus.
• Willingness to obtain SIE, Series 7 and 66 (or 63 and 65).
• Strong computer skills and knowledge of Microsoft Office products.
• Exceptional writing, interpersonal, and client service skills.
• Detail-oriented with superior organizational skills and ability to prioritize tasks.
• Team player with the ability to collaborate with others.
• Ability to work in a fast-paced, evolving environment.
• Goal-oriented, self-motivated, and results-driven.

Responsibilities

• Cultivate and enhance new and existing client relationships through active communication and processing client requests.
• Identify and assist with Firm services and solutions that support clients' needs, including banking products and secure digital offerings.
• Confirm authorization and authenticate clients when processing requests.
• Onboard and maintain client accounts, including collecting client information and processing transactions.
• Review and take appropriate action on client account alerts.
• Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model.
• Support the team's marketing strategy by maintaining marketing materials and planning client events.
• Engage in training and education programs to stay current on policies and procedures.
• Perform administrative duties that support Financial Advisors, including telephone coverage and meeting coordination.
• Participate in firm initiatives directed by local management.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: High school or GED