Registered Client Service Associates assist with the development and growth of business through engaging and utilizing the full capabilities of the firm
Job Summary
Registered Client Service Associates assist with the development and growth of business through engaging and utilizing the full capabilities of the firm.
The role requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients.
Morgan Stanley offers attractive and comprehensive employee benefits and perks in the industry, with ample opportunity to move about the business.
Matching Summary
Registered Client Service Associates assist with the development and growth of business through engaging and utilizing the full capabilities of the firm.
Skills & Requirements
Must-have
Client support and inquiry resolution
Processing client requests and transactions
Onboarding and maintaining client accounts
Preparing client meeting materials
Understanding firm policies and capabilities
Nice-to-have
Elevated standard of care
Engaging and utilizing firm capabilities
Collaborating with Financial Advisors
Team player with ability to collaborate
Goal oriented, self-motivated, results driven
Key Requirements
Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Two or more years of industry experience preferred