Sr. Registered Client Service Associate

Morgan Stanley

The Woodlands, United States
Fully remote
Document management and quality review
Money movement and transaction approvals
Trade support and operational alerts
Senior Registered Service Associates perform operational support and oversight, including document maintenance, money movement, trade support, and various approvals

Job Summary

  • Senior Registered Service Associates perform operational support and oversight, including document maintenance, money movement, trade support, and various approvals.
  • The role requires resolving problems using available resources and escalating matters as necessary, while supporting audit preparedness and ensuring compliance.
  • Morgan Stanley offers an opportunity to work alongside the best and brightest in an environment where employees are supported and empowered, with ample opportunity for growth.

Matching Summary

Senior Registered Service Associates perform operational support and oversight, including document maintenance, money movement, trade support, and various approvals.

Skills & Requirements

Must-have

  • Document management and quality review
  • Money movement and transaction approvals
  • Trade support and operational alerts
  • Client service and problem resolution
  • Compliance with firm policies

Nice-to-have

  • Collaborate with diverse teams
  • Adapt to evolving environment
  • Identify firm service opportunities
  • Support recruit onboarding

Key Requirements

  • High School Diploma/Equivalency
  • Active Series 7 and Series 66 or Series 63 and Series 65
  • At least 5 years of industry experience
  • Demonstrated strong performance in current role for prior 2 years

Work Rights

Not specified

Tailored Resume

Cover Letter