Senior Registered Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis
Job Summary
Senior Registered Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis.
Key responsibilities include executing money movement transactions, onboarding and maintaining client accounts, and educating clients on digital tools.
Morgan Stanley is committed to maintaining first-class service and a high standard of excellence, fostering a diverse and inclusive workforce.
Matching Summary
Senior Registered Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis.
Skills & Requirements
Must-have
Client relationship management
Money movement transactions
Account onboarding and maintenance
Digital tools enrollment
Inbound and outbound calls
Nice-to-have
Client first mindset
Collaborative team player
Adaptable to change
Goal-oriented and self-motivated
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