Senior Registered Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through regular client interactions
Job Summary
Senior Registered Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through regular client interactions.
Key responsibilities include executing money movement transactions, answering non-investment related client questions, onboarding and maintaining client accounts, and educating clients on digital tools.
Morgan Stanley offers attractive and comprehensive employee benefits and perks, with ample opportunity for career advancement for those who show passion and grit.
Matching Summary
Senior Registered Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through regular client interactions.
Skills & Requirements
Must-have
Client relationship management
Money movement transactions
Account onboarding and maintenance
Digital tools education
Inbound/outbound calls
Nice-to-have
Client first mindset
Fast-paced environment
Goal oriented and self-motivated
Collaborative team player
Key Requirements
Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)