Private Wealth Management Registered Client Service Associate

Morstan

Base: $34,320 - $90,000; bonus/equity: commission ...
Client relationship management
Money movement transactions
Digital tools enrollment
Registered Client Service Associates provide exceptional service to clients and support Financial Advisors/Private Wealth Advisors/teams on a daily basis

Job Summary

  • Registered Client Service Associates provide exceptional service to clients and support Financial Advisors/Private Wealth Advisors/teams on a daily basis.
  • Duties include supporting client relationships, executing money movement, answering account questions, onboarding clients, and managing administrative tasks.
  • Morgan Stanley offers attractive and comprehensive employee benefits and perks, with opportunities for growth and development.

Matching Summary

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

Salary

Base: $34,320 - $90,000; Bonus/Equity: Commission earnings, incentive compensation, discretionary bonuses; Benefits: Other Morgan Stanley sponsored benefit programs

Skills & Requirements

Must-have

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

Nice-to-have

  • Client first mindset
  • Fast-paced, evolving environment
  • Team player
  • Goal oriented, self-motivated

Key Requirements

  • High School Diploma/Equivalency
  • Active Series 7 (GS)
  • Active Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
  • Two or more years of industry experience

Work Rights

Not specified

Tailored Resume

Cover Letter