Base: $24,960 to $83,000 annually (connecticut); b...
Client relationship management
Money movement transactions
Account onboarding and maintenance
Registered Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through client-first interactions
Job Summary
Registered Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through client-first interactions.
Key responsibilities include supporting client relationships, executing money movement, answering account inquiries, onboarding clients, and assisting with administrative tasks like calendar management and expense reporting.
Morgan Stanley offers a comprehensive benefits package, opportunities for career growth, and is committed to building a diverse workforce, ensuring equal employment opportunity.
Matching Summary
Registered Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through client-first interactions.
Salary
Base: $24,960 to $83,000 annually (Connecticut); Bonus/Equity: Not specified; Benefits: Full spectrum of benefits including Medical, Dental, Vision, 401(k), etc.
Skills & Requirements
Must-have
Client relationship management
Money movement transactions
Account onboarding and maintenance
Digital tools enrollment
Inbound and outbound calls
Nice-to-have
Client first mindset
Team player
Adaptable and multitasking
Goal oriented and self-motivated
Key Requirements
Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)