Private Wealth Management Client Service Associate

Company: Morgan Stanley
Location: San Francisco
Posted on: April 9, 2025

Job Description:

POSITION SUMMARY:Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.DUTIES and RESPONSIBILITIES:CLIENT SUPPORT

• Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current.
• Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile.
• Confirm authorization and authenticate client when processing requests.
• Onboard and maintain client accounts, including collecting client information and required documentation, capturing and assessing risk, processing money movement transactions and handling estate needs as examples.
• Input orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment options and corporate actions with clients at the direction of Financial Advisors.
• Prepare financial plans, client reports, and other materials for client meetings.
• Review and take appropriate action on client account alerts.OTHER
  • 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, including digital and social media platforms, and planning client events and seminars.
  • Actively engage in available training and education programs - including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls.
  • Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance.
  • Proactively participate in firm initiatives directed by local management.
  • Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors.EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:Education and/or Experience
    • Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
    • Two or more years of industry experience preferred.
    • High School Diploma/Equivalency.
    • College degree preferred.Knowledge/Skills
      • Strong industry, product, and branch procedures knowledge.
      • Exceptional writing, interpersonal and client service skills.
      • Detail oriented with superior organizational skills and ability to prioritize tasks.
      • Strong computer skills and knowledge of Microsoft Office products.
      • 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.
      • Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.Reports to:
        • Business Service Officer.WHAT YOU CAN EXPECT FROM MORGAN STANLEY:We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry.We're committed to bringing passion and customer focus to the business.Expected base pay rates for the role will be between $33,280 and $85,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
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Keywords: Morgan Stanley, San Francisco , Private Wealth Management Client Service Associate, Executive , San Francisco, California