Senior Registered Client Service Associates provide exceptional service to our clients and support Financial Advisors (FAs) on a daily basis
Job Summary
Senior Registered Client Service Associates provide exceptional service to our clients and support Financial Advisors (FAs) on a daily basis.
Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off, 10 Paid Holidays, 401(k), and Short/Long Term Disability.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence.
Matching Summary
Senior Registered Client Service Associates provide exceptional service to our clients and support Financial Advisors (FAs) on a daily basis.
Salary
Base: $35,000.00 - $75,000.00 Yr; Bonus/Equity: Discretionary incentive compensation award and discretionary bonus component; Benefits: Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off, 10 Paid Holidays, 401(k), 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
fast-paced evolving environment
team player collaboration
goal oriented 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)
At least 5 years of industry experience
Demonstrated strong performance in current role for the prior 2 years