Registered Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis
Job Summary
Registered Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis.
Key responsibilities include executing money movement transactions, onboarding and maintaining client accounts, and answering general non-investment related questions.
Morgan Stanley offers an environment where employees are supported and empowered, with ample opportunity for growth and comprehensive employee benefits.
Matching Summary
Registered Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis.
Skills & Requirements
Must-have
Client relationship management
Money movement transactions
Account documentation
Digital tools enrollment
Inbound and outbound calls
Nice-to-have
Client first mindset
Trusted relationships
Collaborate with others
Fast-paced environment
Goal oriented and results driven
Key Requirements
Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)