Registered Client Service Associate

Morgan Stanley UK

Lisle, United States
$33,250 - $90,000 / yr; bonus/equity: eligible for...
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.
  • Duties include executing money movement transactions, answering general non-investment related questions, onboarding 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

$33,250 - $90,000 / Yr; Bonus/Equity: Eligible for annual discretionary incentive compensation award and business unit incentive plan; Benefits: Medical, Dental, Vision, 401(k), PTO, etc.

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
  • Two or more years of industry experience

Work Rights

Not specified

Tailored Resume

Cover Letter