Sr. Registered Client Service Associate

Morgan Stanley

Lake Oswego, United States
Fully remote
Document management and quality review
Money movement and transaction approvals
Trade support and operational alerts
Senior Registered Service Associates perform operational support and oversight, including daily functions such as document maintenance, money movement, trade support, and various approvals

Job Summary

  • Senior Registered Service Associates perform operational support and oversight, including daily functions such as document maintenance, money movement, trade support, and various approvals.
  • The role requires the ability to resolve problems using all available resources and escalate matters as necessary, while supporting the Service and Risk Management team in audit preparedness.
  • Morgan Stanley offers an environment where employees are supported and empowered, with ample opportunity for growth and comprehensive employee benefits.

Matching Summary

Senior Registered Service Associates perform operational support and oversight, including daily functions such as document maintenance, money movement, trade support, and various approvals.

Skills & Requirements

Must-have

  • Document management and quality review
  • Money movement and transaction approvals
  • Trade support and operational alerts
  • Compliance with firm policies
  • Client service and problem resolution

Nice-to-have

  • Collaborate with diverse teams
  • Adapt to evolving environment
  • Identify firm service opportunities
  • Proactive in training and development

Key Requirements

  • High School Diploma/Equivalency
  • Active Series 7 and Series 66 or Series 63 and Series 65 required
  • At least 5 years of industry experience required
  • Demonstrated strong performance in current role for prior 2 years

Work Rights

Not specified

Tailored Resume

Cover Letter