Registered Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through regular 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 regular client interactions.
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 an environment where employees are supported and empowered, with ample opportunity 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 regular client interactions.
Skills & Requirements
Must-have
Client relationship management
Money movement transactions
Digital tools enrollment
Account onboarding and maintenance
Inbound and outbound calls
Nice-to-have
Client first mindset
Collaborative team player
Adaptable to change
Goal-oriented and self-motivated
Key Requirements
Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)