Private Wealth Management Registered… at Morgan Stanley · Boston

Summary: Morgan Stanley is a leading financial services firm, and they are seeking a Private Wealth Management Registered Client Service Associate to enhance client relationships and support Financial Advisors. The role involves client support, onboarding, maintaining accounts, and participating in firm initiatives to improve service delivery. Responsibilities: - 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, processing money movement transactions as an example - Review and take appropriate action on client account alerts - 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 Required Qualifications: - High School Diploma/Equivalency - Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) - Strong computer skills and knowledge of Microsoft Office products - Exceptional writing, interpersonal and client service skills - Detail orientated with superior organizational skills and ability to prioritize tasks - 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 Preferred Qualifications: - College degree preferred - Industry experience is a plus Required Skills: Client service skills, Microsoft Office Important Skills: Willingness to obtain certifications Nice-to-Have Skills: Results driven, Goal oriented, Self-motivated Benefits: Commission earnings, Incentive compensation, Discretionary bonuses, Other short and long-term incentive packages, Other Morgan Stanley sponsored benefit programs