Registered Client Service Associate

Morgan Stanley

The Villages, United States
Client relationship management
Financial product knowledge
Administrative support skills
Registered Client Service Associates help modernize the client experience through elevated service standards

Job Summary

  • Registered Client Service Associates help modernize the client experience through elevated service standards.
  • The role involves onboarding clients and processing their requests while ensuring compliance with firm policies.
  • Morgan Stanley values diversity and offers comprehensive employee benefits and opportunities for growth.

Matching Summary

Registered Client Service Associates help modernize the client experience through elevated service standards.

Skills & Requirements

Must-have

  • Client relationship management
  • Financial product knowledge
  • Administrative support skills

Nice-to-have

  • Team collaboration skills
  • Detail-oriented mindset
  • Strong interpersonal skills

Key Requirements

  • Active Series 7 and Series 66 or Series 63 and Series 65 licenses
  • Two or more years of industry experience
  • High School Diploma or equivalent

Work Rights

Not specified

Tailored Resume

Cover Letter