Registered Client Service Associate

Morgan Stanley UK

Vero Beach, United States
Client account maintenance
Processing financial transactions
Client communication and support
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 account maintenance
  • Processing financial transactions
  • Client communication and support
  • Firm policies and procedures knowledge
  • Financial planning support

Nice-to-have

  • Collaborative team environment
  • Professional development focus
  • Adaptable to fast-paced environment
  • Goal-oriented and self-motivated

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
  • High School Diploma/Equivalency
  • Bilingual English/Spanish

Work Rights

Not specified

Tailored Resume

Cover Letter