Registered Client Service Associate

Morgan Stanley UK

Ridgefield, United States
Base: $24,960 to $83,000; bonus/equity: not specif...
Client relationship management
Money movement transactions
Account onboarding and maintenance
Registered Client Service Associates provide exceptional service to clients and support Financial Advisors/Private Wealth Advisors/teams on a daily basis

Job Summary

  • Registered Client Service Associates provide exceptional service to clients and support Financial Advisors/Private Wealth Advisors/teams 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/teams on a daily basis.

Salary

Base: $24,960 to $83,000; Bonus/Equity: Not specified; Benefits: Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off, Holidays, 401(k), Short/Long Term Disability

Skills & Requirements

Must-have

  • Client relationship management
  • Money movement transactions
  • Account onboarding and maintenance
  • Digital tool enrollment
  • Inbound and outbound calls

Nice-to-have

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

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter