Overview

PWM Client Service Associate Job at Morgan Stanley – 3.9 in New York, NY

Job Description

Job Number: 3159365

POSTING DATE: Oct 14, 2020

PRIMARY LOCATION: Americas-United States of America-New York-New York

EDUCATION LEVEL: Refer to Position Description

JOB: Wealth Management

EMPLOYMENT TYPE: Full Time

JOB LEVEL: Non-Exempt

DESCRIPTION

POSITION SUMMARY:
The Private Wealth Management Client Service Associate provides ongoing day-to-day support of a Private Wealth Advisor’s 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

QUALIFICATIONS

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience

Bachelor’s 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

Knowledge/Skills

Excellent written and verbal communication skills

Strong computer skills, including internet

Knowledge of Word, Excel, and PowerPoint

Superior interpersonal, organizational and client service skills

Reports To:
Business Service Manager

Morgan Stanley

EOE committed to diversifying its workforce

M/F/D/V

About Company

Company: Morgan Stanley – 3.9

Company Location:  New York, NY

Job Category: Customer Service Jobs, Customer Care Jobs

About Morgan Stanley - 3.9