Altegra Health

Wealth Management Associate Newtown Square Pennsylvania United States Of America

Altegra Health

4 months ago
New York, NY
Onsite
Full Time
Senior
0 applicants
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Altegra Health
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About this role

A Senior Client Service Associate at Morgan Stanley supports Financial Advisors and Private Wealth Advisors by building trusted client relationships and delivering exceptional service. The role focuses on client support, business development, and operational tasks while maintaining a client-first mindset.

Skills

Qualifications

Four-year college degreeSeries 7 (GS)Series 66 (AG/RA)Series 63 (AG)Series 65 (RA)
Altegra Health

About Altegra Health

morganstanley.com

Altegra Health is a healthcare services company that provides technology-enabled solutions for health plans, providers, and other healthcare organizations. Its services focus on areas such as member engagement, enrollment support, risk adjustment, analytics, and revenue optimization to help clients improve operational and financial performance. The company operates in the healthcare services and health information technology industry.

About Altegra Health

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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