Provide exceptional client service and support to Financial Advisors and Private Wealth Advisors, building trusted relationships and managing day‑to‑day client needs.
Responsibilities
Support FA/PWA/team in cultivating and enhancing client relationships
Execute money movement transactions
Answer non‑investment related client account questions
Enter profile information and pre‑fill account documentation
Educate clients on digital tools (MSOnline, eSign, eAuthorization)
The Director, Digital Transformation Consulting is a high-impact role responsible for managing key aspects of the customer lifecycle, focused on strategic engagement and the co-development with the customer of strategic transformation initiatives pertinent to the Docusign platform.
Responsibilities
Execute their team's vision and strategy and manage the overall performance of people and process to achieve the highest levels of engagement, growth and satisfaction for our customers
Execute scalable processes and playbooks that drive the team's metrics forward
Champion cross-functional initiatives to maximize customer adoption outcomes
Partner closely with leaders from across the Docusign ecosystem, driving unified initiatives forward
Serve as a customer escalation point for their team in customer engagements, protecting and enhancing customer trust
Requirements
BA/BS degree
Nice to have: top-tier management consultancy experience
Registered Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis, building trusted relationships through regular client interactions.
Compensation
Salary range for the position: $35,360 - $90,000 / Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component.
Responsibilities
Support FA/PWA/team in cultivating and enhancing new and existing client relationships
Execute money movement transactions at the request of the client and/or FA/PWA/team
Answer general non-investment related questions concerning client accounts
Enter profile information or pre-fill account documentation in a clerical capacity
Registered Client Service Associates provide exceptional service to clients and support Financial Advisors and Private Wealth Advisors on a daily basis.
Compensation
Expected base pay rates for the role will be between $15 and $43.27 per hour at the commencement of employment.
Responsibilities
Provide service coverage for a FA/PWA/team
Support the FA/PWA/team in cultivating and enhancing new and existing client relationships
Execute money movement transactions at the request of the client and/or FA/PWA/team
Answer general non-investment related questions concerning client accounts
Enter profile information or pre-fill account documentation on client accounts and/or documents
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis.
Compensation
Expected base pay rates for the role will be between $15 and $43.27 per hour at the commencement of employment.
Responsibilities
Provide service coverage for a FA/PWA/team
Support the FA/PWA/team in cultivating and enhancing new and existing client relationships
Execute money movement transactions at the request of the client and/or FA/PWA/team
Answer general non-investment related questions concerning client accounts
Enter profile information or pre-fill account documentation on client accounts
Provide exceptional service to clients and support Financial Advisors and Private Wealth Advisors on a daily basis.
Compensation
Salary range for the position: $35,360 and $61,200 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component.
Responsibilities
Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
Executing money movement transactions at the request of the client and/or FA/PWA
Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances
Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity
Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
Salary range for the position: $33,280- $88,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component.
Responsibilities
Provide service coverage for a FA/PWA/team
Support the FA/PWA/team in cultivating and enhancing new and existing client relationships
Execute money movement transactions at the request of the client and/or FA/PWA
Answer general non-investment related questions concerning client accounts
Enter profile information or pre-fill account documentation on client accounts
Provide exceptional client service and support to Financial Advisors and Private Wealth Advisors, managing client accounts, transactions, and administrative tasks.
Responsibilities
Support FA/PWA/team in cultivating and enhancing client relationships
Execute money movement transactions
Answer non-investment related client questions
Enter profile information and pre-fill account documentation
Educate clients on digital tools (MSOnline, eSign, eAuthorization)
Requirements
High School Diploma/Equivalency
College degree preferred
Nice to have: College degree
Nice to have: Two or more years of industry experience
Provide exceptional service to clients and support Financial Advisors and Private Wealth Advisors on a daily basis.
Compensation
Salary range for the position: $35,360 - $90,000 / Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component.
Responsibilities
Provide service coverage for a FA/PWA/team
Support the FA/PWA/team in cultivating and enhancing new and existing client relationships
Execute money movement transactions at the request of the client and/or FA/PWA
Answer general non-investment related questions concerning client accounts
Enter profile information or pre-fill account documentation on client accounts
Provide exceptional client support and administrative services to Financial Advisors and Private Wealth Advisors, managing client relationships, transactions, and documentation.
Compensation
Expected base pay rates for the role will be between $35,360 and $90,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Responsibilities
Provide service coverage for a FA/PWA/team
Support the FA/PWA/team in cultivating and enhancing new and existing client relationships
Execute money movement transactions
Answer general non-investment related questions concerning client accounts
Enter profile information or pre-fill account documentation
Director, Digital Transformation ConsultingDocusign · Sydney, Australia