Base: $34,320 - $90,000 py; bonus/equity: not spec...
Client relationship management
Money movement transactions
Account documentation
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis
Job Summary
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis.
The role involves assisting clients with everyday needs, executing money movement transactions, answering general non-investment related questions, and onboarding/maintaining client accounts.
Morgan Stanley offers an environment where employees are supported and empowered, with ample opportunity to move about the business for those who show passion and grit.
Matching Summary
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis.
Salary
Base: $34,320 - $90,000 per year; Bonus/Equity: Not specified; Benefits: Other Morgan Stanley sponsored benefit programs
Skills & Requirements
Must-have
Client relationship management
Money movement transactions
Account documentation
Digital tools enrollment
Onboarding and maintaining client accounts
Inbound and outbound calls
Nice-to-have
Client first mindset
Trusted relationships
Team player
Goal oriented
Adaptable and multitask
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 preferred