Private Wealth Management Registered Client Service Associate

Morgan Stanley UK

Menlo Park, California, USA
Base: $34,320 - $90,000; bonus/equity: not specifi...
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

Job Summary

  • Registered Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships.
  • Key responsibilities include executing money movement transactions, answering non-investment related client questions, onboarding and maintaining client accounts, and supporting marketing strategies.
  • The role requires active Series 7 and Series 66/63/65 licenses, two years of industry experience, and strong knowledge of financial services products.

Matching Summary

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

Salary

Base: $34,320 - $90,000; Bonus/Equity: Not specified; Benefits: Not specified

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 environment
  • Adaptable to change
  • Goal-oriented and self-motivated

Key Requirements

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

Work Rights

Not specified

Tailored Resume

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