Upvote
Downvote
Private Wealth Management Registered Client Service Associate
Share Job
- Suggest Revision
$35,000 - $85,000 a year
Full-time
- 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
- Onboard and maintain client accounts, including collecting client information and required documentation, capturing and assessing risk, processing money movement transactions and handling estate needs as examples
- Input orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment options and corporate actions with clients at the direction of Financial Advisors
- 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
Active Job
Updated 1 month agoSimilar Job
Relevance
Active