Morgan Advisors, the ultra-high net worth division of . Morgan Wealth Management, offers . based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world.
Our small size and broad scope allow us to customize solutions tailored to clients’ specific needs
As a Client Associate in . Morgan Advisors, you will provide dedicated business support to a Financial Advisor(s) and their clients.
You will establish, maintain, and build relationships while delivering exceptional client service. In this position you will have extensive client contact;
you will be involved in all activities that touch prospective or existing clients.
Job Responsibilities
- Own the client onboarding and account maintenance for new and existing clients. Inclusive of collecting account-specific information, obtaining account document from clients and complying with regulatory policies and procedures
- Perform daily administrative and operational duties that support the Financial Advisor(s) and clients; including money transfers, client account maintenance, and ad hoc requests
- Support firm and regional initiatives and remediation's, and participate in recurring local, national and technology team meetings
- Support team with administrative duties such as travel and expense, scheduling of client and internal meetings, team calendar management, and sending mail
- Follow up on internal document processing (., account opening, money movement, wires) to provide status updates to the team and guard against roadblocks
- Oversee client account maintenance needs such as ordering new check books, providing support for banking offerings, and supporting clients with online access
- Operate in a floater capacity and / or not support dedicated coverage but act as a resource for branch.
Required qualifications, capabilities, and skills
- Bachelor's degree or equivalent experience
- Series 7 & 66 licenses upon hire or must successfully obtain within 180 days from hire
- Proven ability to be a self-starter, act as an end-to-end owner of tasks and work independently in a fast-paced environment
- Proactively identify and deliver appropriate solutions that address the needs of our clients
- Ability to communicate effectively with clients and team members while maintaining professionalism in difficult situations
- Less than one year of transferrable Wealth Management experience
Preferred qualifications, capabilities, and skills :
- Able to adapt and stay abreast of changing technology and regulatory policies
- Highly proficient user of Word, PowerPoint, and Excel
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