Teams at Morgan Stanley

Handle inbound client calls about portfolios, account updates, money movement, and trade requests. Provide customer service, resolve issues, identify sales opportunities, educate clients about financial products, follow compliance procedures, and pursue Series 7 and 63 licensing through employer-paid training.

The Executive Relationship Manager develops relationships with high-net-worth executives, providing expert support in equity compensation and financial services while ensuring high client satisfaction.

Provide client service and administrative support to Financial Advisors/Private Wealth Advisors, executing transactions, answering account queries, preparing meeting materials, managing calendars and travel, assisting with account documentation and digital tool enrollment, and participating in firm initiatives.