Senior 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
Senior 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 supporting client relationships, executing money movement, answering account-related questions, onboarding and maintaining accounts, and educating clients on digital tools.
Morgan Stanley offers an environment where employees are supported and empowered, with opportunities for growth and comprehensive employee benefits and perks.
Matching Summary
Senior Registered Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through regular client interactions.
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
Collaborative team player
Adaptable to change
Goal-oriented and 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