Base: $15 - $40.87 ph; bonus/equity: not specified...
Exceptional client service
Money movement transactions
Onboard and maintain client accounts
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis
Job Summary
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis.
Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials).
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence.
Matching Summary
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis.
Salary
Base: $15 - $40.87 per hour; Bonus/Equity: Not specified; Benefits: Not specified
Skills & Requirements
Must-have
Exceptional client service
Money movement transactions
Onboard and maintain client accounts
Digital tools enrollment
Inbound and outbound calls
Nice-to-have
Client first mindset
Trusted relationships
Collaborate with others
Fast-paced environment
Goal oriented
Key Requirements
High School Diploma/Equivalency
Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)