Private Wealth Management Registered Client Service Associate

Morgan Stanley

Boston, MA, United States
Base: $31,200 - $90,000 py; bonus/equity: not spec...
Client relationship management
Financial product knowledge
Active communication 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 cultivating client relationships and processing requests efficiently.
  • Morgan Stanley offers comprehensive employee benefits and opportunities for career advancement.

Matching Summary

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

Salary

Base: $31,200 - $90,000 per year; Bonus/Equity: Not specified; Benefits: Comprehensive employee benefits

Skills & Requirements

Must-have

  • Client relationship management
  • Financial product knowledge
  • Active communication skills

Nice-to-have

  • Team collaboration
  • Detail-oriented
  • Fast-paced work environment

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter