Provide exceptional service to clients and support Financial Advisors and Private Wealth Advisors on a daily basis.
Compensation
Salary range for the position: $33,113 and $90,000 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
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
Entering profile information or pre-filling account documentation
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, building trusted relationships through regular client interactions.
Compensation
Salary range for the position: $33,113 and $90,000 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
Support 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 in a clerical capacity
Provide exceptional service to clients and support financial advisors and private wealth advisors.
Compensation
DC: Salary range for the position: $35,630 and $85,000 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. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. NY: Expected base pay rates for the role will be between $35,360 and $90,000 per year at the commencement of employment.
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
Enter profile information or pre-fill account documentation on client accounts
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. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.
Locations (2)
Washington, District of Columbia, United States
New York, New York, United States
Compensation
DC: Salary range for the position: $35,630 and $85,000 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. NY: Expected base pay rates for the role will be between $35,360 and $90,000 per year at the commencement of employment.
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
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
DC: Salary range for the position: $35,630 and $85,000 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
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
Enter profile information or pre-fill account documentation on client accounts
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 with clients.
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
Answer general non-investment related questions concerning client accounts
Enter profile information or pre-fill account documentation
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
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.
Responsibilities
Support FA/PWA/team in cultivating and enhancing new and existing client relationships
Execute money movement transactions
Answer general non-investment related client questions
Enter profile information or pre-fill account documentation
Provide exceptional client support and administrative services to Financial Advisors and Private Wealth Advisors, managing client relationships, transactions, and data entry.
Responsibilities
Support FA/PWA teams in cultivating client relationships
Execute money movement transactions
Answer non-investment related client inquiries
Enter profile information and pre-fill account documentation
