Registered Client Service Associate

Morgan Stanley

Vero Beach, FL, United States
Bilingual english/spanish
Active series 7 and series 66 or 63 and 65
Two or more years of industry experience
Registered Client Service Associates help modernize the client experience through an elevated standard of care

Job Summary

  • Registered Client Service Associates help modernize the client experience through an elevated standard of care.
  • This role requires understanding firm policies and delivering comprehensive services to clients.
  • Morgan Stanley offers a supportive environment with opportunities for professional development and collaboration.

Matching Summary

Registered Client Service Associates help modernize the client experience through an elevated standard of care.

Skills & Requirements

Must-have

  • Bilingual English/Spanish
  • Active Series 7 and Series 66 or 63 and 65
  • Two or more years of industry experience

Nice-to-have

  • Exceptional writing and interpersonal skills
  • Detail oriented and organized
  • Goal oriented and self-motivated

Key Requirements

  • High School Diploma or equivalent
  • College degree preferred
  • Knowledge of financial services products

Work Rights

Not specified

Tailored Resume

Cover Letter