Private Wealth Management Registered Client Service Associate

Are you a highly motivated and detail-oriented individual with a passion for finance and client service? Morgan Stanley is seeking a Private Wealth Management Registered Client Service Associate to join our team. In this role, you will have the opportunity to work closely with our elite team of financial advisors to provide exceptional support and service to our high net worth clients. We are looking for a candidate with a strong work ethic, exceptional organizational skills, and a commitment to delivering top-notch client experiences. If you are ready to take the next step in your career and join a prestigious firm with a global presence, we would love to hear from you.

1. Provide exceptional support and service to high net worth clients through effective communication and problem-solving skills.
2. Collaborate with a team of financial advisors to understand client needs and develop personalized strategies.
3. Maintain accurate and up-to-date client records and documentation.
4. Conduct research and analysis to assist financial advisors in making informed investment decisions.
5. Proactively identify and resolve client issues and concerns in a timely and professional manner.
6. Coordinate and schedule meetings, calls, and appointments for financial advisors.
7. Prepare and process client account documentation, including new account openings, transfers, and withdrawals.
8. Stay updated on industry and market trends to effectively communicate relevant information to clients.
9. Assist in the development and implementation of client events and seminars.
10. Uphold the firm's compliance and regulatory standards.
11. Continuously seek opportunities to improve processes and enhance the client experience.
12. Maintain confidentiality and discretion regarding client information.
13. Support business development efforts by participating in client acquisition strategies.
14. Adhere to company policies and procedures at all times.
15. Maintain a high level of professionalism and represent the firm's values and brand.

According to JobzMall, the average salary range for a Private Wealth Management Registered Client Service Associate in New York, NY, USA is $60,000 - $75,000 per year. However, this can vary depending on the specific company, years of experience, and additional qualifications or certifications. It is important to research and negotiate specific salary expectations with potential employers.

Morgan Stanley provides investment banking products and services to its clients and customers including corporations, governments, financial institutions, and individuals. It operates through the following business segments: Institutional Securities, Wealth Management, and Investment Management. The Institutional Services segment provides financial advisory, capital-raising services, and related financing services on behalf of institutional investors.