Registered Client Service Associate

Morgan Stanley UK

Shrewsbury, United States
Base: $31,200 - $90,000 py; bonus/equity: eligible...
Client relationship management
Money movement transactions
Account documentation
Registered Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through client-first interactions

Job Summary

  • Registered Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through client-first interactions.
  • Key responsibilities include supporting client relationships, executing transactions, answering account inquiries, onboarding clients, and assisting with marketing and business plan delivery.
  • Morgan Stanley offers a comprehensive benefits package including Medical, Dental, Vision, 401(k), Paid Time Off, and opportunities for career growth within a diverse and inclusive environment.

Matching Summary

Registered Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through client-first interactions.

Salary

Base: $31,200 - $90,000 per year; Bonus/Equity: Eligible for annual discretionary incentive compensation award and incentive compensation plan; Benefits: Full spectrum of benefits including Medical, Dental, Vision, 401(k), PTO, etc.

Skills & Requirements

Must-have

  • Client relationship management
  • Money movement transactions
  • Account documentation
  • Digital tools enrollment
  • Inbound and outbound calls
  • Calendar management

Nice-to-have

  • Client first mindset
  • Interpersonal skills
  • Team player
  • Adaptable
  • Goal oriented
  • 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

Work Rights

Not specified

Tailored Resume

Cover Letter