Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis
Job Summary
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis.
Supporting the FAs / PWAs / teams’ marketing strategy and assisting in delivering against their business plan and client service model are key responsibilities.
Morgan Stanley is committed to maintaining first-class service and high standards of excellence, offering attractive and comprehensive employee benefits and perks in the industry.
Matching Summary
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis.
Skills & Requirements
Must-have
Exceptional client service
Money movement transactions
Onboarding and maintaining client accounts
Answering inbound phone calls
Managing calendars and meetings
Nice-to-have
Client first mindset
Strong interpersonal skills
Team player
Adaptable and ability to multitask
Goal oriented, self-motivated
Key Requirements
Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)