Senior Registered Client Associate

Morgan Stanley UK

Active series 7 and series 66 or 63/65 licenses
5 years of financial services industry experience
Strong interpersonal and client service skills
Senior Registered Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis

Job Summary

  • Senior Registered Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis.
  • The role involves executing money movement transactions, managing account documentation, and educating clients on digital tools.
  • Morgan Stanley offers comprehensive employee benefits, opportunities for career movement, and a culture focused on diversity and inclusion.

Matching Summary

Senior Registered Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis.

Skills & Requirements

Must-have

  • Active Series 7 and Series 66 or 63/65 licenses
  • 5 years of financial services industry experience
  • Strong interpersonal and client service skills

Nice-to-have

  • College degree preferred
  • Demonstrated strong performance in current role
  • Adaptable to fast-paced evolving environment

Key Requirements

  • High School Diploma required; College degree preferred
  • Minimum 5 years of industry experience
  • Must hold active Series 7 and Series 66 (or 63/65) licenses

Work Rights

Not specified

Tailored Resume

Cover Letter