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

Sales Associate - New York Position Number:114013 Posting Date:2012 Oct 26 Location:USA - NY - New York Education:Bachelors Degree Position Category:Wealth Management Experience:1-3 Position Type:Full-Time Job Level:Non-Exempt Position Description 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 Education . 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 M/F/D/V

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