Provide exceptional client service and support to Financial Advisors and Private Wealth Advisors, managing client interactions, transactions, and administrative tasks.
Compensation
Salary range for the position: [$55,000 - $95,000] 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 client relationships
Execute money movement transactions
Answer general non-investment related questions
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 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.
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/team
Answering general non-investment related questions concerning client accounts
Enter profile information or pre-fill account documentation on client accounts
Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
Provide exceptional client service and support to Financial Advisors and Private Wealth Advisors, managing client interactions, transactions, and administrative tasks.
Compensation
Expected base pay rates for the role will be between $31,200 and $90,000 per year at the commencement of employment.
Responsibilities
Support FA/PWA/team in cultivating client relationships
Execute money movement transactions
Answer non-investment related client questions
Enter profile information or pre-fill account documentation
Registered Client Relationship Analysts 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 $35,360 and $90,000 per year at the commencement of employment.
Responsibilities
Provide service coverage for a FA/PWA/team
Support FA/PWA/team in cultivating and enhancing client relationships
Execute money movement transactions
Answer general non-investment related questions
Enter profile information or pre-fill account documentation
International Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/ Private Wealth Advisor(s)/PWAs teams on a daily basis.
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
Educating or enrolling clients in digital tools (e.g., MSOnline, eSign, eAuthorization)
Registered Client Relationship Analysts 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 $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
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/team
Answering general non-investment related questions concerning client accounts
Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity
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 $31,200 and $90,000 per year at the commencement of employment.
Responsibilities
Providing service coverage for a FA/PWA/team
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-fill account documentation on client accounts
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisors/Private Wealth Advisors/teams on a daily basis.
Compensation
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/team
Answering general non-investment related questions concerning client accounts
Enter profile profile information or pre-fill account documentation on client accounts
Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
Provide exceptional client service and support to Financial Advisors and Private Wealth Advisors, managing client interactions, transactions, and administrative tasks.
Compensation
Expected base pay rates for the role will be between $16 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
Answer general non-investment related questions concerning client accounts
Enter profile information or pre-fill account documentation on client accounts
