Registered Client Service Associate

Morgan Stanley

Palo Alto, California, United States
Base: $34,320.00 - $90,000.00; bonus/equity: not s...
Client relationship management
Financial services knowledge
Advanced microsoft office skills
Registered Client Service Associates provide exceptional service to clients and support Financial Advisors

Job Summary

  • Registered Client Service Associates provide exceptional service to clients and support Financial Advisors.
  • A successful candidate will assist clients with their everyday needs and build trusted relationships.
  • Morgan Stanley offers a supportive environment with comprehensive employee benefits and opportunities for growth.

Matching Summary

Registered Client Service Associates provide exceptional service to clients and support Financial Advisors.

Salary

Base: $34,320.00 - $90,000.00; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Client relationship management
  • Financial services knowledge
  • Advanced Microsoft Office skills

Nice-to-have

  • Strong interpersonal skills
  • Detail oriented
  • Team player

Key Requirements

  • Active Series 7 and Series 66 or Series 63 and Series 65
  • Two or more years of industry experience
  • High School Diploma/Equivalency

Work Rights

Not specified

Tailored Resume

Cover Letter