Registered Client Service Associate

Morgan Stanley UK

Providence, United States
On-site
Client relationship enhancement
Money movement transactions
Digital tool enrollment
Morgan Stanley UK is seeking a Registered Client Service Associate to provide exceptional client service and support to Financial Advisors and Private Wealth Advisors. The ideal candidate should possess strong interpersonal skills, have relevant industry experience, and hold specific financial certifications

Job Summary

  • Registered Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis.
  • Key responsibilities include executing money movement, answering non-investment related questions, onboarding client accounts, and managing calendars.
  • The role requires active Series 7 and Series 66 or Series 63/65 licenses, along with strong interpersonal and Microsoft Office skills.

Matching Summary

Match Score: 85

Morgan Stanley UK is seeking a Registered Client Service Associate to provide exceptional client service and support to Financial Advisors and Private Wealth Advisors. The ideal candidate should possess strong interpersonal skills, have relevant industry experience, and hold specific financial certifications.

Skills & Requirements

Must-have

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

Nice-to-have

  • Client first mindset
  • Fast-paced evolving environment
  • Goal oriented and self-motivated

Key Requirements

  • 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
  • High School Diploma/Equivalency

Work Rights

Not specified

Tailored Resume

Cover Letter