Registered Client Service Associate

Morgan Stanley UK

Valencia, United States
Base: $34,320.00 - $90,000.00; bonus/equity: not s...
Client relationship management
Money movement transactions
Account onboarding and maintenance
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 executing money movement, onboarding and maintaining client accounts, educating clients on digital tools, and supporting marketing strategies.
  • Morgan Stanley offers an environment to work alongside the best and brightest, with opportunities for growth and comprehensive employee benefits and perks.

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: $34,320.00 - $90,000.00; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Client relationship management
  • Money movement transactions
  • Account onboarding and maintenance
  • Digital tool enrollment
  • Inbound and outbound calls

Nice-to-have

  • Client first mindset
  • Collaborative team environment
  • Adaptable to change
  • Goal-oriented and self-motivated

Key Requirements

  • High School Diploma/Equivalency
  • Active Series 7 (GS)
  • Active Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
  • Two or more years of industry experience preferred

Work Rights

Not specified

Tailored Resume

Cover Letter