Registered Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis
Job Summary
Registered Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis.
Key responsibilities include client support for daily needs, executing transactions, onboarding accounts, and administrative support such as managing calendars and travel itineraries.
Morgan Stanley offers a supportive and empowering environment with opportunities for growth, comprehensive employee benefits, 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.
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
Collaborative team player
Adaptable to evolving environment
Goal oriented and self-motivated
Key Requirements
High School Diploma/Equivalency
Active Series 7 and Series 66 or Series 63 and Series 65