Senior Registered Client Service Associate

Morgan Stanley

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 client accounts, and educating clients on digital tools like MSOnline.
  • Morgan Stanley offers comprehensive employee benefits, opportunities for career advancement, and a commitment to 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
  • Advanced Microsoft Office proficiency
  • Knowledge of equities bonds options mutual funds

Nice-to-have

  • Detail oriented with superior organizational skills
  • Ability to work in a fast-paced evolving environment
  • Goal oriented self-motivated and results driven
  • Team player with ability to collaborate effectively
  • Adaptable and ability to multitask efficiently

Key Requirements

  • High School Diploma required; College degree preferred
  • Minimum 5 years of industry experience required
  • Must hold active Series 7 and Series 66 (or 63/65) licenses
  • Demonstrated strong performance in current role for prior 2 years

Work Rights

Not specified

Tailored Resume

Cover Letter