Morgan Stanley is seeking a Registered Client Service Associate in Santa Ana, United States, to provide exceptional client support and assist Financial Advisors in managing client relationships. The ideal candidate should possess strong interpersonal skills and relevant financial industry knowledge, supported by necessary certifications
Job Summary
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis.
Through regular interactions with clients, individuals in this role build trusted relationships.
At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered.
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 assist Financial Advisors in managing client relationships. The ideal candidate should possess strong interpersonal skills and relevant financial industry knowledge, supported by necessary certifications.
Salary
Base: $34,320.00 - $90,000.00; Bonus/Equity: Commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages; Benefits: Other Morgan Stanley sponsored benefit programs
Skills & Requirements
Must-have
Client relationship enhancement
Money movement transactions
Answering non-investment questions
Onboarding and maintaining client accounts
Digital tool enrollment
Marketing strategy support
Nice-to-have
Client-first mindset
Goal-oriented and self-motivated
Adaptable and multitasking ability
Key Requirements
High School Diploma/Equivalency
Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Two or more years of industry experience preferred