Registered Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through regular client interactions
Job Summary
Registered Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through regular client interactions.
Key responsibilities include executing money movement transactions, answering general non-investment related questions, onboarding and maintaining client accounts, and educating clients on digital tools.
Morgan Stanley offers a full spectrum of benefits including Medical, Dental, Vision, Paid Time Off, 401(k), and other special perks, with a salary range of $34,653.00 - $85,000.00 Yr.
Matching Summary
Registered Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through regular client interactions.
Salary
Base: $34,653.00 - $85,000.00 Yr; Bonus/Equity: Discretionary incentive compensation award and business unit incentive plan; Benefits: Medical, Dental, Vision, HSA, FSA, Life Insurance, Disability, PTO, Holidays, 401(k)
Skills & Requirements
Must-have
Client relationship management
Money movement transactions
Account onboarding and maintenance
Digital tools enrollment
Inbound and outbound calls
Nice-to-have
Client first mindset
Fast-paced environment adaptability
Goal oriented and self-motivated
Collaborative team player
Key Requirements
High School Diploma/Equivalency
Active Series 7 (GS), Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Two or more years of industry experience preferred