Registered Client Service Associate - Bilingual Spanish/english
Morgan Stanley
Houston, United States
Client relationship management
Money movement transactions
Digital tools enrollment
Registered Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through regular client interactions
Job Summary
Registered Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through regular client interactions.
Key responsibilities include executing money movement transactions, answering non-investment related questions, onboarding and maintaining client accounts, and educating clients on digital tools.
Morgan Stanley offers an environment where employees are supported and empowered, with opportunities for growth and comprehensive employee benefits and perks.
Matching Summary
Registered Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through regular client interactions.
Skills & Requirements
Must-have
Client relationship management
Money movement transactions
Digital tools enrollment
Account onboarding and maintenance
Inbound and outbound calls
Nice-to-have
Client-first mindset
Strong interpersonal skills
Team player
Adaptable and multitasking
Key Requirements
Active Series 7 (GS)
Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)