Registered Client Service Associate

Morgan Stanley

Pleasanton, California, United States
Base: $75,000 - $110,000; bonus/equity: not specif...
Strong interpersonal skills
Client account management
Financial services knowledge
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) on a daily basis

Job Summary

  • Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) on a daily basis.
  • A successful candidate will assist clients with their everyday needs and build trusted relationships.
  • Morgan Stanley offers comprehensive employee benefits and opportunities for career advancement.

Matching Summary

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) on a daily basis.

Salary

Base: $75,000 - $110,000; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Strong interpersonal skills
  • Client account management
  • Financial services knowledge

Nice-to-have

  • Team player
  • Adaptable and multitasking
  • Exceptional writing skills

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter