Private Wealth Management Client Service Associate at Morgan Stanley

San Francisco, California, United States -

Full Time

Start Date

Immediate

Expiry Date

18 Mar, 26

Salary

43.27

Posted On

18 Dec, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Support, Detail Orientated, Organizational Skills, Advanced Microsoft Office Skills, Team Player, Collaboration, Adaptability, Multi-tasking, Goal Oriented, Self-motivated, Results Driven

Industry

Financial Services

Description

CLIENT SUPPORT High School Diploma/Equivalency Client Service Associate Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Detail orientated with superior organizational skills and ability to prioritize Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint) Team player with the ability to collaborate with others Ability to work in a fast-paced, evolving environment Adaptable and ability to multi-task Goal oriented, self-motivated and results driven Reports to: Business Service Officer Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Job Posting Pay Range Expected base pay rates for the role will be between $16.50 and $43.27 per hour at the commencement of employment. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Responsibilities

The Client Service Associate will provide client support and assist in managing client relationships. The role requires strong organizational skills and the ability to work in a fast-paced environment.