Registered Client Service Associates assist with business development and growth by engaging and utilizing the full capabilities of the firm
Job Summary
Registered Client Service Associates assist with business development and growth by engaging and utilizing the full capabilities of the firm.
Key responsibilities include cultivating client relationships, processing requests, resolving inquiries, onboarding accounts, and preparing client meeting materials.
Morgan Stanley offers attractive and comprehensive employee benefits and perks, with ample opportunity for career advancement.
Matching Summary
Registered Client Service Associates assist with business development and growth by engaging and utilizing the full capabilities of the firm.
Salary
Base: $34,320 - $90,000; Bonus/Equity: Commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages; Benefits: Other Morgan Stanley sponsored benefit programs
Skills & Requirements
Must-have
Client relationship enhancement
Processing client requests
Resolving client inquiries
Onboarding and maintaining client accounts
Inputting orders for clients
Supporting financial advisors
Administrative support for advisors
Nice-to-have
Elevated standard of care
Engaging firm capabilities
Modernizing client experience
Collaborating with Financial Advisors
Participating in firm initiatives
Key Requirements
Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Two or more years of industry experience preferred