Registered Client Service Associate

Morgan Stanley UK

Colchester, United States
Base: $33,280 - $85,000; bonus/equity: eligible fo...
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 regular client interactions

Job Summary

  • Registered Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through regular client interactions.
  • Key responsibilities include client support such as executing money movement, answering account-related questions, onboarding clients, 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 and a commitment to diversity and inclusion.

Matching Summary

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

Salary

Base: $33,280 - $85,000; Bonus/Equity: Eligible for annual discretionary incentive compensation award; Benefits: Comprehensive benefits package including Medical, Dental, Vision, 401(k), PTO

Skills & Requirements

Must-have

  • Client relationship management
  • Money movement transactions
  • Account onboarding and maintenance
  • Digital tools enrollment
  • Financial advisor support

Nice-to-have

  • Client first mindset
  • Fast-paced environment
  • Collaborative team player
  • Adaptable and multitasking ability

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
  • High School Diploma/Equivalency
  • College degree preferred

Work Rights

Not specified

Tailored Resume

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