Registered Client Service Associate

Morgan Stanley UK

San Francisco, United States
Base: $34,320 - $90,000; bonus/equity: not specifi...
Client relationship management
Money movement transactions
Onboarding and maintaining client accounts
Registered Client Service Associates provide exceptional service to clients and support Financial Advisors/Private Wealth Advisors/teams on a daily basis

Job Summary

  • Registered Client Service Associates provide exceptional service to clients and support Financial Advisors/Private Wealth Advisors/teams on a daily basis.
  • Key responsibilities include executing money movement transactions, onboarding and maintaining client accounts, and educating clients on digital tools.
  • Morgan Stanley offers attractive and comprehensive employee benefits and perks, with ample opportunity for career advancement.

Matching Summary

Registered Client Service Associates provide exceptional service to clients and support Financial Advisors/Private Wealth Advisors/teams on a daily basis.

Salary

Base: $34,320 - $90,000; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Client relationship management
  • Money movement transactions
  • Onboarding and maintaining client accounts
  • Digital tools enrollment
  • Inbound and outbound calls

Nice-to-have

  • Client first mindset
  • Collaborative team player
  • Adaptable to fast-paced environment
  • Goal-oriented and self-motivated

Key Requirements

  • Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
  • Two or more years of industry experience
  • High School Diploma/Equivalency
  • College degree preferred

Work Rights

Not specified

Tailored Resume

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