Registered Client Service Associate

Morgan Stanley UK

Fairfield, United States
Base: $52,600 - $115,000 py; bonus/equity: not spe...
Client relationship management
Processing client requests
Onboarding and maintaining client accounts
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) on a daily basis

Job Summary

  • Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) on a daily basis.
  • The role involves cultivating and enhancing client relationships, onboarding and maintaining client accounts, and preparing financial plans and client reports.
  • Morgan Stanley offers attractive and comprehensive employee benefits and perks, with ample opportunity to move about the business for those who show passion and grit.

Matching Summary

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) on a daily basis.

Salary

Base: $52,600 - $115,000 per year; Bonus/Equity: Not specified; Benefits: Other Morgan Stanley sponsored benefit programs

Skills & Requirements

Must-have

  • Client relationship management
  • Processing client requests
  • Onboarding and maintaining client accounts
  • Inputting orders for clients
  • Preparing client meeting materials
  • Supporting marketing strategy

Nice-to-have

  • Client first mindset
  • Relentless collaborators
  • Creative thinkers
  • Passion and grit

Key Requirements

  • Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
  • Two or more years of industry experience preferred
  • High School Diploma/Equivalency
  • College degree preferred

Work Rights

Not specified

Tailored Resume

Cover Letter