Sales Associate Intern
Location:
Menlo Park , California
Posted:
November 10, 2016
Reference:
3080051
The Sales Associate Intern 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 Private Wealth Advisors and
maintaining key client relationships
- Proactively resolving clients' issues and concerns
- Learning the business and products in order to assist Private Wealth
Advisors
- Clerical duties such as handling telephones, mailing, filing, processing
forms, travel and expenses
- 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
Private Wealth Advisors' business
- Comply with all industry rules and regulation and firm policies

Qualifications
Excellent written and verbal communication skills
- Strong computer skills, including internet
- Knowledge of Word, Excel, and PowerPoint
- Superior interpersonal, organizational, and client service skills

A little about us:
Since its founding in 1935, Morgan Stanley and its people have helped redefine the meaning of financial services.

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