Sales Associate - New York
Morgan Stanley - New York, NY

This job posting is no longer available on Morgan Stanley. Find similar jobs: Sales Associate jobs - Morgan Stanley jobs

Morgan Stanley Private Wealth Management
Sales Associate (Nonexempt)
Job Description:
The Sales Associate provides ongoing day-to-day support of a Private Wealth Advisor’s book of
business. While tasks may vary day to day, responsibilities will include but are not limited to:
• Working with clients to ensure proper accounting opening procedures and documentation
• Providing account information to clients and PWAs and maintaining key client relationships
• Proactively resolving clients’ issues and concerns
• Learning the business and products in order to assist PWAs
• Clerical duties such as handling telephones, mailing, filing and processing forms
• Taking and placing customer orders in brokerage and advisory accounts
• Participating in ongoing platform reviews and design initiatives
• Participating in ongoing learning and development to enhance support of PWAs’ business
• Train and recruit future sales support
• Comply with all industry rules and regulation and firm policies
Skills Required
Knowledge, Skills, and Abilities
• Excellent written and verbal communication skills
• Strong computer skills, including internet
• Knowledge of Word, Excel, and PowerPoint
• Superior interpersonal, organizational, and client service skills
• Bachelor’s Degree required
Licenses and Requirements
• Series 7 & 66
• May require additional parallel licenses to appropriately cover PWA
• Satisfy all ongoing regulatory continuing education
Morgan Stanley Private Wealth Management
EOE Committed to diversifying its workforce

About this company
833 reviews
One of the world's top investment banks, Morgan Stanley serves up a smorgasbord of financial services. The company operates...