Registered Client Service Associates provide exceptional service to clients and support Financial Advisors/Private Wealth Advisors on a daily basis
Job Summary
Registered Client Service Associates provide exceptional service to clients and support Financial Advisors/Private Wealth Advisors on a daily basis.
Key responsibilities include executing money movement transactions, answering non-investment related questions, onboarding and maintaining client accounts, and educating clients on digital tools.
Morgan Stanley offers a full spectrum of benefits, including Medical, Dental, Vision, 401(k), and Paid Time Off, with opportunities for career growth.
Matching Summary
Registered Client Service Associates provide exceptional service to clients and support Financial Advisors/Private Wealth Advisors on a daily basis.
Salary
Base: $32,200 - $90,000 per year; Bonus/Equity: Eligible for annual discretionary incentive compensation award and business unit incentive plan; Benefits: Full spectrum of benefits including Medical, Dental, Vision, 401(k), PTO, Paid Holidays
Skills & Requirements
Must-have
Client relationship management
Money movement transactions
Digital tools enrollment
Account onboarding and maintenance
Inbound and outbound calls
Calendar and meeting coordination
Nice-to-have
Client first mindset
Fast-paced evolving environment
Goal oriented and self-motivated
Team player and collaborator
Key Requirements
Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)