PWM Registered Client Service Associate

Are you a highly motivated individual with a passion for finance and client service? Do you thrive in a fast-paced, dynamic environment? If so, we have an exciting opportunity for you to join our team as a PWM Registered Client Service Associate at Morgan Stanley.As a Registered Client Service Associate, you will be an integral part of our Private Wealth Management team, providing exceptional service and support to our high net worth clients. Your strong interpersonal skills and attention to detail will be key in building and maintaining strong relationships with our clients, while also ensuring the smooth operations of our business.To excel in this role, you must have a deep understanding of financial markets and products, as well as the ability to navigate complex financial systems. A Series 7 and Series 66 license is required, along with a Bachelor's degree in finance or a related field. We are seeking a team player with exceptional communication skills, a strong work ethic, and a dedication to providing the highest level of client service.If you are looking for a challenging and rewarding career in the financial industry, we encourage you to apply for the PWM Registered Client Service Associate position at Morgan Stanley. Join our team and take the next step towards a successful and fulfilling career in wealth management.

1. Provide exceptional service and support to high net worth clients of Private Wealth Management team.
2. Build and maintain strong relationships with clients through strong interpersonal skills.
3. Ensure smooth operations of business by navigating complex financial systems.
4. Have a deep understanding of financial markets and products.
5. Possess knowledge and experience in financial planning and investments.
6. Maintain a high level of client satisfaction by providing timely and accurate information and solutions.
7. Communicate effectively with clients to understand their needs and goals.
8. Collaborate with team members to develop and implement strategies to meet client needs.
9. Stay updated with industry trends and regulations.
10. Obtain and maintain necessary licenses and certifications, including Series 7 and Series 66.
11. Adhere to company policies and procedures.
12. Demonstrate a strong work ethic and dedication to providing excellent client service.
13. Proactively identify and resolve issues or concerns from clients.
14. Assist in organizing and conducting client meetings.
15. Participate in training and development opportunities to enhance skills and knowledge.
16. Stay current with company products and services to effectively promote and cross-sell to clients.
17. Maintain confidentiality of client information and adhere to privacy regulations.
18. Collaborate with other departments within the organization to provide a seamless client experience.
19. Meet and exceed performance goals and metrics.
20. Continuously seek opportunities to improve processes and enhance the client experience.

According to JobzMall, the average salary range for a PWM Registered Client Service Associate in Austin, TX, USA is between $50,000 and $70,000 per year. This may vary depending on the specific company, experience level, and other factors such as bonuses and benefits.

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.