Private Wealth Management Registered Client Service Associate

Morgan Stanley

Base: $31,200 to $90,000 py; bonus/equity: commiss...
Active series 7 and series 66 or 63/65 licenses
Four or more years of industry experience
Strong knowledge of banking products and digital platforms
Registered Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care

Job Summary

  • Registered Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care.
  • The role involves cultivating client relationships, processing requests, and supporting Financial Advisors in developing business plans.
  • Morgan Stanley offers comprehensive employee benefits, opportunities for career movement, and a commitment to diversity and inclusion.

Matching Summary

Registered Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care.

Salary

Base: $31,200 to $90,000 per year; Bonus/Equity: Commission earnings, incentive compensation, discretionary bonuses possible; Benefits: Comprehensive employee benefits and perks included

Skills & Requirements

Must-have

  • Active Series 7 and Series 66 or 63/65 licenses
  • Four or more years of industry experience
  • Strong knowledge of banking products and digital platforms

Nice-to-have

  • Exceptional writing and interpersonal skills
  • Ability to work in a fast-paced evolving environment
  • Goal oriented and self-motivated team player

Key Requirements

  • High School Diploma required; College degree preferred
  • Active Series 7 (GS) license mandatory
  • Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) license mandatory
  • Four or more years of industry experience preferred

Work Rights

Not specified

Tailored Resume

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