**

Morgan Stanley’s Wealth Management Field is currently hiring for a phenomenal opportunity as a CLIENT SERVICE ASSOCIATE in BOSTON, MA to join one of our top performing teams in the country. The Princi Group is ranked #34 in the Unites States and #1 in Massachusetts per Barron’s “2023 Top 100 Financial Advisors”, and ranked #39 in the United States and #2 in Massachusetts per the Forbes 2024 “Best in State Wealth Advisors”. If you are a relationship focused finance professional looking to join a reputable team with tremendous room for growth we would welcome the opportunity to speak with you.

Due to continued growth, the Princi Group is currently looking to add a poised, client facing associate to their team. Your role will focus on client relationship management and fostering effective client relationships to deliver world class operational services. Excellent opportunity to grow and develop in a dynamic, team environment.

If this sounds like you or someone you know, feel free to reach out to me directly for more information or apply using the link below!

POSITION SUMMARY

Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients.

DUTIES and RESPONSIBILITIES:

CLIENT SUPPORT

• Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current
• Identify and assist with Firm services and solutions that support clients’ needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile
• Confirm authorization and authenticate client when processing requests
• Onboard and maintain client accounts, including collecting client information and required documentation, processing money movement transactions as an example
• Review and take appropriate action on client account alerts

OTHER

• Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model
• Support the team’s marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
• Actively engage in available training and education programs – including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls
• Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance
• Proactively participate in firm initiatives directed by local management
• Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

• Industry experience is a plus
• Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

Knowledge/Skills

• Problem solving skills, and critical thinking [ability to bring forward ideas and solutions]
• Ability to work effectively within a structured but flexible and changing team environment
• Focus on customer service with experience in active listening, eliciting information, comprehending customer issues and needs, and recommending solutions
• Strong attention to detail and follow through on requests
• Strong computer skills and knowledge of Microsoft Office products
• Exceptional writing, interpersonal and client service skills
• Detail orientated with superior organizational skills and ability to prioritize tasks
• Goal oriented, self-motivated and results driven

Reports to:

• Business Service Officer

Morgan Stanley EOE committed to diversifying its workforce. M/F/D/V#LI-TS2

Job: *Wealth Management

Title: Client Service Associate

Location: Massachusetts-Boston

Requisition ID: 3256636