1. Morgan Stanley Private Wealth Management Registered Associate
As a Boutique Group Within a Leading Global Firm, Morgan Stanley Private Wealth Management is Well-Positioned to Serve Ultra High Net Worth Individuals, Families and Their Foundations Around the World.
· Approximately 250 teams in more than 55 regional offices in key metropolitan areas.
· Special focus on individuals and families with $20MM+ in investable assets.
· Boutique division providing highly customized solutions and tailored wealth strategies.
· Team coverage with intensive client service.
· Direct firmwide access to analysts, strategists, traders and investment bankers.
· Objective and consultative approach with one of the largest third-party platforms as well as an extensive Morgan Stanley proprietary platform; Holistic wealth management approach with a specialization in complex financial structuring, tax/estate strategies and family office services like philanthropy and family governance.
· Exclusive client events and educational programs for small groups of ultra-high net worth individuals.
PWM Registered Associate
POSITION SUMMARY:
The Registered Associate enhances the client experience by providing exceptional client service, supporting Branch functions as needed, assisting in safeguarding client assets, and serving as administrative and operational support to Financial Advisors. The Registered Associate is responsible for understanding firm policies, procedures and digital capabilities that will allow them to interact with Financial Advisor teams as well as new and existing clients. In order to perform daily business activities, the Registered Associate is required to have active Series 7 and 66 (or 63 and 65) Licenses.
Responsibilities
• Client interaction: interact with clients and client related persons both over the phone and via e-mail correspondence. It is expected that Registered Associate is always polite and upbeat when speaking with clients and/or client related persons, as well as internal contacts.
• Client Requests: responsible for fielding and handling client requests including money movement, trades, account maintenance and general inquiries. Requests should be immediately acknowledged and completed quickly and correctly.
• Account Maintenance: monitor all account changes and cash balances several times a day. Responsible for making sure accounts are not negatively impacted and should proactively search for any potential issues.
• Travel and Expenses: Expected to handle Private Wealth Advisor travel and expense reports in a timely manner so that PWA travel is coordinated in advance and their expenses are submitted and reimbursed under the polices and guidelines.
• Independent Initiatives: Expected to proactively seek answers to questions, develop an internal network of contacts, and research topics that are useful for PWAs.
Qualifications include:
• Strong academically: 3.5+ GPA
• Superior organizational and interpersonal skills
• Critical thinking mentality
• Ability to work effectively both independently and also on a team
• Superior organizational, prioritizing, and time management skills required
There are more details in the posting below. Please have any interested candidates apply directly through the job posting.
https://ms.taleo.net/careersection/2/jobsearch.ftl?lang=en
Job number: 3118946
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2. Do you know a student going to school in Chicago? This is a great opportunity to work 10+ hours / week (negotiable) at a global financial firm!
Morgan Stanley Private Wealth Management Intern
As a Boutique Group Within a Leading Global Firm, Morgan Stanley Private Wealth Management is Well-Positioned to Serve Ultra High Net Worth Individuals, Families and Their Foundations Around the World.
· Approximately 250 teams in more than 55 regional offices in key metropolitan areas.
· Special focus on individuals and families with $20MM+ in investable assets.
· Boutique division providing highly customized solutions and tailored wealth strategies.
· Team coverage with intensive client service.
· Direct firmwide access to analysts, strategists, traders and investment bankers.
· Objective and consultative approach with one of the largest third-party platforms as well as an extensive Morgan Stanley proprietary platform; Holistic wealth management approach with a specialization in complex financial structuring, tax/estate strategies and family office services like philanthropy and family governance.
· Exclusive client events and educational programs for small groups of ultra-high net worth individuals.
PWM Intern
Responsibilities:
· Gain industry and organizational knowledge through daily business interactions and job assignments.
· Develop business, financial and analytical skills needed for career in global wealth management and financial services.
· Provide marketing and sales support to branches and their teams.
· Perform market research.
· Gain exposure to wealth management business, products, services and clients’ financial needs.
Qualifications / Requirements:
· High school diploma required. In pursuit of college degree preferable.
· At least 18 years of age.
· Internships are intended to be positions that are for limited duration, with a maximum duration ten months.
· Strong desire to gain further understanding of the global wealth management business.
· Effective communication and interpersonal skills (both written and verbal)
· Ability to work on a team.
· Strong analytical skills and ability to interpret.
Interested candidates should apply directly through the job posting below:
https://ms.taleo.net/careersection/2/jobsearch.ftl?lang=en
Job number: 3118988