Registered Client Service Associate - Tampa, Fl

Morgan Stanley

Tampa, United States
Client relationship management
Inbound call handling
Financial product knowledge
Provide industry-leading service to Morgan Stanley institutional client participants and retail clients to enhance the client experience, assist in safeguarding client assets, and provide support and guidance to clients on their financial journey

Job Summary

  • Provide industry-leading service to Morgan Stanley institutional client participants and retail clients to enhance the client experience, assist in safeguarding client assets, and provide support and guidance to clients on their financial journey.
  • Launch your career today as a Virtual Client Solutions Client Services Professional and gain your Series 7 and 66 licenses.
  • Benefit from a competitive base salary and a wide range of additional benefits including paid time off, savings programs, health care, insurance plans, student loan refinancing, fitness subsidy, and more.

Matching Summary

Provide industry-leading service to Morgan Stanley institutional client participants and retail clients to enhance the client experience, assist in safeguarding client assets, and provide support and guidance to clients on their financial journey.

Skills & Requirements

Must-have

  • Client relationship management
  • Inbound call handling
  • Financial product knowledge
  • Problem-solving skills
  • Adherence to policies and procedures

Nice-to-have

  • Creative problem-solving
  • Forward-thinking mindset
  • Passion for personal development
  • Innovative thinking
  • Empathy in client interactions

Key Requirements

  • High School Diploma/Equivalency
  • Securities Industry Essential (SIE)
  • Obtain Series 7 and 66 within 120 days
  • Ability to obtain Series 7 and 66

Work Rights

Not specified

Tailored Resume

Cover Letter