Private Wealth Management Registered Client Service Associate
$31.2k/y-$90k/y
Morgan Stanley19 hours ago
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OnsiteFull-time
Summary
Morgan Stanley is seeking a Private Wealth Management Registered Client Service Associate to join their team in Boston, MA. The role involves modernizing the client experience and enhancing client relationships through exceptional service.
About the Role
As a Private Wealth Management Registered Client Service Associate, you will be responsible for cultivating client relationships, processing client requests, onboarding and maintaining client accounts, and supporting Financial Advisors in their business practices. You will also engage in training programs and assist with marketing strategies to promote firm services.
About You
Required:
- High School Diploma/Equivalency.
- Strong computer skills and knowledge of Microsoft Office products.
- Exceptional writing, interpersonal and client service skills.
Preferred:
- College degree.
- Industry experience.
- Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
Benefits
- Base pay rates between $31,200 and $90,000 per year.
- Potential for commission earnings, incentive compensation, and discretionary bonuses.
- Participation in Morgan Stanley sponsored benefit programs.
Morgan Stanley
Morgan Stanley (NYSE: MS) is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in 42 countries, our firm's employees serve clients worldwide including corporations, governments, institutions and individuals. We are committed to maintaining the first-class service and high standard of excellence that have always defined the firm and everything we do is guided by our five core values: Do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back.
Boston, MA