Senior Registered Client Service Associate

Morgan Stanley

Salt Lake City, UT, USA
Client relationship management
Money movement transactions
Knowledge of financial products
Senior Registered Client Service Associates provide exceptional service to clients and support Financial Advisors daily

Job Summary

  • Senior Registered Client Service Associates provide exceptional service to clients and support Financial Advisors daily.
  • Successful candidates will have strong interpersonal skills and assist clients with their everyday needs.
  • Morgan Stanley values diversity and inclusion, offering comprehensive employee benefits and opportunities for growth.

Matching Summary

Senior Registered Client Service Associates provide exceptional service to clients and support Financial Advisors daily.

Skills & Requirements

Must-have

  • Client relationship management
  • Money movement transactions
  • Knowledge of financial products

Nice-to-have

  • Exceptional writing skills
  • Team collaboration
  • Adaptable and multitasker

Key Requirements

  • Active Series 7 and Series 66 or Series 63 and Series 65
  • At least 5 years of industry experience
  • High School Diploma or equivalent

Work Rights

Not specified

Tailored Resume

Cover Letter