Morgan Stanley is seeking a Registered Client Service Associate in Santa Ana, United States, to provide exceptional client support and administrative assistance to Financial Advisors and Private Wealth Advisors. The ideal candidate should possess strong interpersonal skills, relevant experience in the financial services industry, and required securities licenses
Job Summary
Provide exceptional service to clients and support Financial Advisors/Private Wealth Advisors on a daily basis.
Assist clients with everyday needs, execute money movement transactions, and onboard/maintain client accounts.
Manage administrative tasks including answering calls, managing calendars, and preparing expense reports.
Matching Summary
Match Score: 85
Morgan Stanley is seeking a Registered Client Service Associate in Santa Ana, United States, to provide exceptional client support and administrative assistance to Financial Advisors and Private Wealth Advisors. The ideal candidate should possess strong interpersonal skills, relevant experience in the financial services industry, and required securities licenses.
Salary
Base: $34,320.00 - $90,000.00 per year; Bonus/Equity: Not specified; Benefits: Not specified
Skills & Requirements
Must-have
Client relationship management
Money movement transactions
Digital tool enrollment
Account onboarding and maintenance
Financial services product knowledge
Microsoft Office Suite proficiency
Nice-to-have
Client first mindset
Goal oriented and self-motivated
Ability to multitask
Team player
Key Requirements
Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
High School Diploma/Equivalency
Two or more years of industry experience preferred