Private Wealth Management Registered Client Service Associate

Morgan Stanley • West Conshohocken, PA

2d

About The Position

The Private Wealth Management Registered Client Service Associate helps modernize the client experience through an elevated standard of care. The role assists with developing and growing the business by engaging clients and using the firm’s full capabilities. It requires understanding firm policies, procedures, and capabilities to deliver appropriate services to clients.

The associate cultivates and enhances client relationships through communication, request processing, inquiry resolution, guidance, and keeping client information and documentation current. The role also supports account onboarding and maintenance, client authentication, money movement, account-alert review, and identifying relevant firm services and digital offerings.

In partnership with Financial Advisors, the associate supports business planning, the team’s client service model and marketing strategy, and daily administrative practices. The position also involves ongoing training, participation in firm initiatives, and collaboration with colleagues and Financial Advisors.

Requirements

• High school diploma or equivalent.
• Willingness to obtain Series 7 (GS) and Series 66 (AG/RA), or Series 63 (AG) and Series 65 (RA).
• Strong computer skills and knowledge of Microsoft Office products.
• Exceptional writing, interpersonal, and client service skills.
• Detail-oriented with superior organizational skills and the ability to prioritize tasks.
• Ability to work collaboratively as a team player.
• Ability to work in a fast-paced, evolving environment.
• Goal-oriented, self-motivated, and results-driven.

Nice To Haves

• College degree preferred.
• Industry experience is a plus.

Responsibilities

• Cultivate and enhance new and existing client relationships through active communication, processing client requests, resolving inquiries, providing guidance, and keeping key information and documentation current.
• Identify and assist with firm services and solutions that support clients’ needs, including banking products and secure digital offerings such as Morgan Stanley Online and Morgan Stanley Mobile.
• Confirm authorization and authenticate clients when processing requests.
• Onboard and maintain client accounts, including collecting client information and required documentation and processing money movement transactions.
• Review client account alerts and take appropriate action.
• Partner with Financial Advisor(s) to develop a business plan and deliver the client service model.
• Support the team’s marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars.
• Engage in available training and education programs, stay current on firm strategic priorities, policies, procedures, and new platforms, and attend scheduled field service professional and/or training calls.
• Perform administrative duties supporting Financial Advisors, including telephone coverage, business travel arrangements, coordinating client meetings, preparing travel and expense reports, and maintaining files and calendars.
• Participate proactively in firm initiatives directed by local management.
• Seek opportunities to use firm resources for peer sharing and collaboration with Financial Advisors.

Benefits

• Morgan Stanley describes its employee benefits and perks as attractive and comprehensive, but does not specify individual benefits in this posting.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED