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Private Wealth Management Client Service Associate*
The Private Wealth Management Client Service Associate provides ongoing day-to-day support of a Private Wealth Advisors book of business. Provide account information to clients and Private Wealth Advisors. Learn the business and products in order to assist Private Wealth Advisors. Clerical duties such as: handling telephones, mailing, filing and processing forms.
DUTIES and RESPONSIBILITIES:
Working with clients to ensure proper accounting opening procedures and documentation
Providing account information to clients and Private Wealth Advisors and maintaining key client relationships
Proactively resolving clients issues and concerns
Learning the business and products in order to assist Private Wealth Advisors
Clerical duties such as handling telephones, mailing, filing and processing forms
Taking and placing customer orders in brokerage and advisory accounts
Participating in ongoing platform reviews and design initiatives
Participating in ongoing learning and development to enhance support of Private Wealth Advisors' business
Train and recruit future sales support
Comply with all industry rules and regulation and firm policies
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
Bachelors Degree Preferred
Active Series 7, 63 and 65 or Series 7 and 66 May require additional parallel licenses to appropriately cover PWA Satisfy all ongoing regulatory continuing education
Excellent written and verbal communication skills
Strong computer skills, including internet
Knowledge of Word, Excel, and PowerPoint
Superior interpersonal, organizational and client service skills
Business Service Manager
EOE committed to diversifying its workforce.
Primary Location: Americas-United States of America-California-Oakland Work Locations: Job: Wealth Management Organization: Morgan Stanley Job Posting: Nov 27, 2019