Private Wealth Management Registered Client Service Associate
Morgan Stanley UK
Florida, United States
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 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, answering account-related questions, onboarding and maintaining client accounts, and educating clients on digital tools.
Morgan Stanley offers an environment where employees are supported and empowered, with opportunities for growth and comprehensive 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 documentation
digital tools enrollment
unsolicited order entry
inbound and outbound calls
Nice-to-have
client first mindset
fast-paced evolving environment
goal oriented self-motivated
collaboration with others
adaptable and multitask
Key Requirements
Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)