Registered Client Service Associates assist with the development and growth of business through engaging and utilizing the full capabilities of the firm
Job Summary
Registered Client Service Associates assist with the development and growth of business through engaging and utilizing the full capabilities of the firm.
The role requires an understanding of firm policies, procedures, and capabilities to deliver the full firm to clients.
Morgan Stanley offers attractive and comprehensive employee benefits and perks in the industry, with ample opportunity for career advancement.
Matching Summary
Registered Client Service Associates assist with the development and growth of business through engaging and utilizing the full capabilities of the firm.
Skills & Requirements
Must-have
Client relationship management
Processing client requests
Onboarding and maintaining client accounts
Inputting orders for clients
Preparing financial plans and reports
Supporting marketing strategy
Administrative duties for Financial Advisors
Nice-to-have
Elevated standard of care
Engaging and utilizing firm capabilities
Collaborating with Financial Advisors
Participating in firm initiatives
Seeking peer sharing opportunities
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 preferred