Registered Client Service Associate

Morgan Stanley UK

Pleasanton, United States
Base: $75,000 - $110,000 py; bonus/equity: not spe...
Client relationship management
Money movement transactions
Account documentation
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 non-investment related client questions, onboarding and maintaining client accounts, and supporting marketing strategies.
  • Morgan Stanley offers attractive and comprehensive employee benefits and perks, with ample opportunity for career advancement for those who show passion and grit.

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: $75,000 - $110,000 per year; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Client relationship management
  • Money movement transactions
  • Account documentation
  • Digital tools enrollment
  • Inbound/outbound calls

Nice-to-have

  • Client first mindset
  • Collaborative environment
  • Fast-paced work
  • Goal-oriented and results driven

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter