Registered Client Service Associate

Morgan Stanley

Winter Park, United States
Client relationship management
Financial product knowledge
Detail-oriented organizational skills
Registered Client Service Associates help modernize the client experience through elevated care

Job Summary

  • Registered Client Service Associates help modernize the client experience through elevated care.
  • This role involves onboarding clients and processing requests while ensuring compliance with firm policies.
  • Morgan Stanley values diversity and offers comprehensive employee benefits and opportunities for growth.

Matching Summary

Registered Client Service Associates help modernize the client experience through elevated care.

Skills & Requirements

Must-have

  • Client relationship management
  • Financial product knowledge
  • Detail-oriented organizational skills

Nice-to-have

  • Exceptional interpersonal skills
  • Team collaboration
  • Proactive participation in training

Key Requirements

  • Active Series 7 and Series 66 or Series 63 and Series 65
  • Two or more years of industry experience
  • High School Diploma or equivalent

Work Rights

Not specified

Tailored Resume

Cover Letter