PWM Registered Client Service Associate

Welcome to Morgan Stanley, a leading global financial services firm. We are seeking a highly motivated and detail-oriented individual to join our team as a PWM (Private Wealth Management) Registered Client Service Associate. In this role, you will have the opportunity to work closely with our elite team of financial advisors and provide exceptional service to our high net worth clients. As a member of our team, you will play a crucial role in ensuring the satisfaction and success of our clients. If you have a passion for the financial industry and possess the required qualifications, we invite you to apply for this exciting opportunity.

1. Provide excellent customer service to high net worth clients of Morgan Stanley.
2. Work closely with a team of financial advisors to ensure client needs and inquiries are addressed in a timely and efficient manner.
3. Maintain a thorough understanding of Morgan Stanley's products, services, and procedures to effectively assist clients.
4. Assist financial advisors with administrative tasks such as scheduling appointments, preparing reports, and managing client records.
5. Handle client inquiries and requests, including account maintenance, transfers, and general account inquiries.
6. Prepare and process necessary paperwork for client account openings, transfers, and other transactions.
7. Coordinate with internal departments to resolve client issues and ensure seamless service delivery.
8. Comply with all regulatory requirements and company policies and procedures.
9. Continuously strive to improve the client experience by identifying and implementing process improvements.
10. Adhere to strict confidentiality guidelines when handling client information.
11. Maintain a high level of professionalism and represent Morgan Stanley in a positive manner.
12. Stay updated on industry trends and developments to provide knowledgeable support to clients and advisors.
13. Collaborate with team members to achieve team goals and contribute to a positive and inclusive work environment.
14. Complete any other tasks or projects assigned by the team manager or financial advisors.

According to JobzMall, the average salary range for a PWM Registered Client Service Associate in San Francisco, CA, USA is between $50,000 and $80,000 per year. However, this can vary depending on the specific company, years of experience, and additional qualifications or certifications held by the individual.

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.