Registered Client Service Associate

Morgan Stanley

Walnut Creek, California, United States
Base: $34,320 - $90,000 py; bonus/equity: not spec...
Client relationship management
Financial product knowledge
Detail-oriented organizational skills
Registered Client Service Associates help modernize the client experience through an elevated standard of care

Job Summary

  • Registered Client Service Associates help modernize the client experience through an elevated standard of care.
  • This role involves cultivating client relationships and processing requests while ensuring compliance with firm policies.
  • Morgan Stanley offers a supportive environment with opportunities for professional development and a commitment to diversity.

Matching Summary

Registered Client Service Associates help modernize the client experience through an elevated standard of care.

Salary

Base: $34,320 - $90,000 per year; Bonus/Equity: Not specified; Benefits: Comprehensive employee benefits and perks

Skills & Requirements

Must-have

  • Client relationship management
  • Financial product knowledge
  • Detail-oriented organizational skills

Nice-to-have

  • Strong interpersonal skills
  • Team collaboration
  • Proactive participation in training

Key Requirements

  • Active Series 7 and Series 66 or Series 63 and Series 65
  • Two or more years of industry experience
  • High School Diploma or equivalent

Work Rights

Not specified

Tailored Resume

Cover Letter