Registered Client Service Associate

Morgan Stanley UK

Vancouver, United States
$60,000 - $85,000 yr; bonus/equity: eligible for a...
Exceptional client service
Execute money movement transactions
Onboard and maintain client accounts
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ teams on a daily basis

Job Summary

  • Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ teams on a daily basis.
  • The role involves executing money movement transactions, answering general non-investment related questions, and onboarding/maintaining client accounts.
  • Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, and a 401(k).

Matching Summary

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ teams on a daily basis.

Salary

$60,000 - $85,000 Yr; Bonus/Equity: Eligible for annual discretionary incentive compensation award and business unit incentive compensation plan; Benefits: Full spectrum of benefits including Medical, Dental, Vision, 401(k), Paid Time Off, 10 Paid Holidays

Skills & Requirements

Must-have

  • Exceptional client service
  • Execute money movement transactions
  • Onboard and maintain client accounts
  • Answer inbound phone calls
  • Manage calendars and logistics

Nice-to-have

  • Client first mindset
  • Trusted relationships
  • Collaborate with others
  • Fast-paced environment
  • Goal oriented and self-motivated

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter