- Home
- /
- Benefits and Services
- /
- Career Services
College Home / College of Charleston Alumni Association
Career Services
By John Stabinger
Posted on 2 April 2020 | 2:40 pm
Alumni / Benefits & Services / Alumni Career Services
Alumni Career Services
Loading...
Job Seekers, Welcome to ALUMNI CAREER CENTER
Client Service Associate, Wealth Management
Morgan Stanley
SAVE
savedJobs
SAVE
savedJobs
Client Service Associate, Wealth Management
Morgan Stanley
Details
Salary:
Open
Type:
Full Time
| About The Company and Division Morgan Stanley is a global financial services firm and a market leader in investment banking, securities, investment management and wealth management services. With offices in more than 42 countries the people of Morgan Stanley provide our clients the finest thinking, product, and services to help them achieve even the most challenging goals. Morgan Stanley Wealth Management provides holistic wealth services to clients investing in global and domestic equities, fixed income, derivatives, and broader wealth management services including financial planning, margin lending and managed fund investments. About The Role The Client Service Associate performs administrative duties to cultivate and enhance client relationships through active communication to ensure key information and documentation remain current. Additionally, the individual will be able to work in partnership with the Financial Adviser to produce strategy reports and develop customized financial plans for clients. DUTIES AND RESPONSIBILITIES Client & Operational Support: ??? Facilitates all administrative client queries ??? Supports with the onboarding and maintenance of client accounts ??? Notifies client/s and Financial Adviser of any issues, recommending a solution and timeframe ??? Works with clients on the execution of orders in Brokerage and Advisory accounts ??? Prepares performance reports and other data for clients, that may involve evaluating account performance, analyzing investment portfolio holdings and generating quarterly investment performance monitors ??? Develops presentation materials and proposals to assist Financial Adviser in managing performance measurements on existing accounts ??? Designs and produce strategy reports and other types of communications for the Financial Adviser to use with clients as part of the overall marketing initiative ??? Considers opportunities to organize, streamline and enhance the client experience Business Development Support ??? Synthesizes client data to develop customized financial plans/asset allocation proposals utilizing the Firm's proprietary software tools ??? Assists the Financial Adviser in development and delivery of financial and investment strategies that aim to address each client's specific goals and concerns ??? Establishes and cultivates trusting relationships with clients, proactively helping them understand their investment strategies, with guidance and input from the Financial Adviser ??? Conducts quarterly/annual business performance reviews in conjunction with the Financial Adviser ??? Actively engages in available training and education programs - including firm strategic priorities, professional development and staying current on policies, procedures and new platforms ??? Proactively participates in firm initiatives directed by local management Qualifications: EDUCATION, EXPERIENCE, KNOWLEDGE AND SKILLS Education/ Experience ??? Bachelor's degree required or equivalent education or experience ??? 4+ years plus relevant working experience in the financial services industry ??? RG 146 compliant ??? Additional product licenses may be required Knowledge/ Skills ??? Strong computer skills including knowledge of Microsoft Office products (Word, Excel and PowerPoint) ??? Highly developed interpersonal, negotiation and relationship management skills ??? Detail-oriented with superior organizational skills and ability to prioritize tasks ??? Expertise in Australian and global securities markets ??? Knowledge of Australian and US securities regulations and compliance requirements Equal Opportunity Statement Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. 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, gender, gender identity or expression, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy (including unlawful discrimination on the basis of a legally protected pregnancy/maternity leave), veteran status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce
|
Internal Number: 20149522
More Jobs Like This
| Therapist (11-month) (2 Vacancies) | Charleston, South Carolina |
| College of Charleston | 2 Weeks Ago |
| Assistant Vice President Civil Engineer - Landfill & Solid Waste Consultant | San Diego Costa Mesa or Roseville, California |
| WSP | 1 Week Ago |
| Commercial Property Manager | Austin, Texas |
| Northwood Retail, LLC | 2 Weeks Ago |
BACK TO TOP
Error
Powered By
