Registered Client Service Associate

Morgan Stanley UK

Richmond, United States
Client relationship management
Processing client requests
Resolving client inquiries
Registered Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care

Job Summary

  • Registered Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care.
  • This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients.
  • At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered.

Matching Summary

Registered Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care.

Skills & Requirements

Must-have

  • Client relationship management
  • Processing client requests
  • Resolving client inquiries
  • Onboarding and maintaining client accounts
  • Inputting orders
  • Financial plan preparation

Nice-to-have

  • Elevated standard of care
  • Engaging full firm capabilities
  • Peer sharing and collaboration
  • Creative thinkers
  • Passion and grit

Key Requirements

  • Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
  • Two or more years of industry experience preferred
  • High School Diploma/Equivalency
  • College degree preferred

Work Rights

Not specified

Tailored Resume

Cover Letter