Registered Client Service Associate

Morgan Stanley UK

Las Vegas, United States
$40k - 82kpyr; not specified; medical, prescriptio...
Client relationship management
Money movement transactions
Account onboarding and maintenance
Registered Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through client-first 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-first interactions.
  • Key responsibilities include executing money movement, answering non-investment related questions, onboarding and maintaining client accounts, and supporting marketing strategies.
  • Morgan Stanley offers a full spectrum of benefits including Medical, Dental, Vision, 401(k), and Paid Time Off, alongside opportunities for career growth in a diverse and inclusive environment.

Matching Summary

Registered Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through client-first interactions.

Salary

$40k - 82k/Yr; Not specified; Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off, Holidays, 401(k), and Short/Long Term Disability

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
  • Collaborative team player
  • Adaptable to change
  • Goal oriented and self-motivated

Key Requirements

  • High School Diploma/Equivalency
  • Active Series 7 (GS) and 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