Base: $31,200 - $90,000; bonus/equity: not specifi...
Client relationship management
Money movement transactions
Digital tools enrollment
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, onboarding and maintaining client accounts, educating clients on digital tools, and managing administrative tasks like calendar coordination and expense reporting.
Morgan Stanley offers an opportunity to work alongside talented individuals in a supportive and empowering environment, with ample opportunities for career growth and comprehensive employee benefits.
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: $31,200 - $90,000; Bonus/Equity: Not specified; Benefits: Not specified
Skills & Requirements
Must-have
Client relationship management
Money movement transactions
Digital tools enrollment
Account onboarding and maintenance
Inbound and outbound calls
Calendar and meeting management
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) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)