Private Wealth Management Registered Client Service Associate

Morgan Stanley UK

Baltimore, United States
Base: $33,280- $88,000 py; bonus/equity: eligible ...
Client relationship management
Money movement transactions
Account onboarding and maintenance
Registered Client Service Associates provide exceptional service to clients and support Financial Advisors/Private Wealth Advisors on a daily basis

Job Summary

  • Registered Client Service Associates provide exceptional service to clients and support Financial Advisors/Private Wealth Advisors on a daily basis.
  • Responsibilities include client support such as executing money movement, answering account questions, onboarding clients, and supporting marketing strategies.
  • Morgan Stanley offers a full spectrum of benefits including Medical, Dental, Vision, 401(k), and Paid Time Off.

Matching Summary

Registered Client Service Associates provide exceptional service to clients and support Financial Advisors/Private Wealth Advisors on a daily basis.

Salary

Base: $33,280- $88,000 per year; Bonus/Equity: Eligible for annual discretionary incentive compensation award and business unit incentive compensation plan; Benefits: Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off, 10 Paid Holidays, 401(k), Short/Long Term Disability

Skills & Requirements

Must-have

  • Client relationship management
  • Money movement transactions
  • Account onboarding and maintenance
  • Digital tools enrollment
  • Inbound and outbound calls

Nice-to-have

  • Client first mindset
  • Interpersonal skills
  • Team player
  • Adaptable and multitasking

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
  • High School Diploma/Equivalency

Work Rights

Not specified

Tailored Resume

Cover Letter