Registered Client Service Associate

Morgan Stanley UK

San Mateo, United States
Base: $34,320.00 - $90,000.00; bonus/equity: not s...
Exceptional client service
Money movement transactions
Account onboarding and maintenance
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis

Job Summary

  • Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis.
  • The role involves executing money movement transactions, answering general non-investment related questions, onboarding and maintaining client accounts, and educating clients on digital tools.
  • Morgan Stanley offers an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered, with attractive and comprehensive employee benefits and perks.

Matching Summary

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis.

Salary

Base: $34,320.00 - $90,000.00; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Exceptional client service
  • Money movement transactions
  • Account onboarding and maintenance
  • Digital tools enrollment
  • Inbound/outbound calls

Nice-to-have

  • Client first mindset
  • Interpersonal skills
  • Collaborate with others
  • Fast-paced environment
  • Goal oriented and self-motivated

Key Requirements

  • Active Series 7 (GS)
  • 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

Cover Letter