Private Wealth Management Registered Client Service Associate

Morgan Stanley UK

Asheville, United States
Client relationship management
Money movement transactions
Account documentation
Registered Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through client interactions

Job Summary

  • Registered Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through client interactions.
  • Key responsibilities include executing money movement, answering non-investment related account questions, onboarding and maintaining client accounts, and educating clients on digital tools.
  • Morgan Stanley offers an environment where employees are supported and empowered, with opportunities for growth and comprehensive employee benefits.

Matching Summary

Registered Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through client interactions.

Skills & Requirements

Must-have

  • Client relationship management
  • Money movement transactions
  • Account documentation
  • Digital tools enrollment
  • Inbound and outbound calls

Nice-to-have

  • Client-first mindset
  • Team collaboration
  • Adaptable and multitasking
  • Goal-oriented and self-motivated

Key Requirements

  • High School Diploma/Equivalency
  • Active Series 7 and Series 66/63/65
  • Two or more years industry experience
  • Advanced Microsoft Office skills

Work Rights

Not specified

Tailored Resume

Cover Letter