Registered Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through 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 client interactions.
Key responsibilities include executing money movement transactions, answering non-investment related client questions, onboarding and maintaining client accounts, and educating clients on digital tools.
Morgan Stanley offers an environment where employees are supported and empowered, with ample opportunity for 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 client interactions.
Skills & Requirements
Must-have
Client relationship management
Money movement transactions
Account onboarding and maintenance
Digital tools enrollment
Inbound and outbound calls
Nice-to-have
Client first mindset
Fast-paced environment
Collaborative team player
Goal-oriented and self-motivated
Key Requirements
High School Diploma/Equivalency
Active Series 7, Series 66 or Series 63 and Series 65