Private Wealth Management Client Service Associate

Responsibilities Client support: cultivate and enhance new and existing client relationships through active conversation and maintaining current information and documentation. Assist clients with banking products, digital offerings (Morgan Stanley Online and Mobile), and other firm services. Confirm and authenticate client authorization when processing requests. Onboard and maintain client accounts, including gathering client data, adding required documentation, assessing risk, processing money‑movement transactions and handling estate needs. Enter orders and discuss reinvestment options, corporate actions and other investment decisions with clients as directed by Financial Advisors. Prepare financial plans, client reports and other materials for meetings. Review and act on client account alerts. Collaborate with Financial Advisors to develop a business plan and fulfill the client‑service model. Support marketing efforts by maintaining marketing materials, digital and social media content, and planning client events and seminars. Participate in available training and education programs, including firm strategic priorities, professional development and new platform updates. Perform administrative duties for Financial Advisors: telephone coverage, travel arrangements, meeting coordination, travel & expense report preparation, and calendar maintenance. Active participation in firm initiatives directed by local management and peer‑sharing activities. Qualifications Will 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 or College degree preferred. Strong knowledge of industry, product and branch procedures. Exceptional writing and interpersonal skills. Detail oriented with excellent organizational and prioritization ability. Proficient computer skills, especially Microsoft Office. Team‑player who collaborates with others, thrives in fast‑paced environments, and is goal oriented and self‑motivated. Knowledge of financial products such as equities, bonds, options, mutual funds, annuities, insurance and managed accounts. EEO Statement MorganStanley is an equal‑opportunity employer committed to building and maintaining a diverse workforce. Our recruiting efforts reflect our strong commitment to a culture of inclusion. For more information, please visit: Compensation Expected base pay rates are between $35,152 and $90,000 per year at commencement. Total compensation may include commission earnings, incentive compensation, discretionary bonuses, other long‑ and short‑term incentive packages, and MorganStanley sponsored benefit programs. #J-18808-Ljbffr