Morgan Stanley is seeking a Registered Client Service Associate in Raleigh, NC, to provide exceptional support to Financial Advisors and enhance client relationships. The ideal candidate will have strong interpersonal skills, relevant industry experience, and necessary financial certifications
Job Summary
Registered Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships.
Duties include client support such as executing money movement, answering account questions, onboarding clients, and supporting marketing strategies.
Morgan Stanley offers an environment where employees are supported and empowered, with ample opportunity for growth and attractive employee benefits.
Matching Summary
Match Score: 85
Morgan Stanley is seeking a Registered Client Service Associate in Raleigh, NC, to provide exceptional support to Financial Advisors and enhance client relationships. The ideal candidate will have strong interpersonal skills, relevant industry experience, and necessary financial certifications.
Skills & Requirements
Must-have
Client relationship management
Money movement transactions
Digital tools enrollment
Account onboarding and maintenance
Inbound and outbound calls
Nice-to-have
Client first mindset
Fast-paced environment adaptability
Collaborative team player
Key Requirements
Series 7 (GS) license
Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) licenses
Two or more years of industry experience preferred