Private Wealth Management Registered Associate - Morgan Stanley - Los Angeles, CA

Private Wealth Management Registered Associate - Morgan Stanley - Los Angeles, CA -

Morgan Stanley is a worldwide chief in wealth management with an in depth community of over 500 workplaces and 16,000 Monetary Advisors all over the world. Our Monetary and Wealth Advisors ship tailor-made options to suit particular person funding aims, danger tolerance and liquidity wants. We offer people, households, companies and establishments with all kinds of monetary providers: brokerage and funding recommendation, monetary and wealth planning, banking and lending, money management, annuities and insurance, and retirement and belief providers. Morgan Stanley Private Wealth Management is a longtime international chief in wealth management options, based by Morgan Stanley in 1977 to offer rich particular person buyers with the extent of sophistication and entry to experience and investments traditionally reserved for giant firms, monetary establishments and governments. Right now, this unique division is comprised of over 350 Private Wealth Advisors which might be devoted to serving extremely-excessive-internet-value shoppers, their households and foundations. The PWM Registered Associate is a shopper-dealing with position. Via a mixture of marketing strategies, client-management expertise, and market and product information, the PWM Registered Associate companions with group members to deal with the precise wants and repair problems with excessive internet value shoppers with a purpose to domesticate present shopper relationships. The PWM Registered Associate supplies ongoing day-to-day help of a Private Wealth Advisor’s guide of enterprise and conducts numerous administrative duties. Whereas duties might range everyday, duties will embrace however aren’t restricted to: Working with shoppers to make sure correct account opening procedures and documentation Independently enhancing and streamlining the service mannequin and operational procedures for the staff Offering account info to shoppers and Private Wealth Advisors and sustaining key shopper relationships Establishing and cultivating relationships with new shoppers and proactively serving to to resolve points and considerations Studying the enterprise and merchandise with a view to help Private Wealth Advisors Taking and putting buyer orders in brokerage and advisory accounts Collaborating in ongoing platform evaluations and design initiatives Offering wonderful phone protection together with means to handle priorities; dealing with pressing calls with professionalism and logic Navigating agency successfully and effectively by interfacing with numerous departments on behalf of group to gather info, reply to requests and coordinate conferences Collaborating in ongoing studying and improvement to reinforce help of Private Wealth Advisors’ enterprise Administrative duties resembling dealing with telephones, mailing, submitting, processing types, journey and bills Adjust to all business guidelines and laws and agency insurance policies Qualifications Schooling and/or Expertise: Bachelor’s Diploma required Lively Collection 7, 63, and 65 or 66 (as required by particular person states) Further product licenses could also be required Information/Expertise: Monetary business and product information most popular Efficient written and verbal communication expertise Robust pc expertise, together with web Information of Phrase, Excel, and PowerPoint Superior interpersonal, organizational, and shopper service expertise Information of relevant compliance guidelines and laws and agency insurance policies Capable of work independently Studies to: Regional Administrative Supervisor Morgan Stanley EOE dedicated to diversifying its workforce. M/F/D/V

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One of many world’s prime funding banks, Morgan Stanley serves up a smorgasbord of monetary providers. The corporate operates…

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