Base: $24,960 to $83,000 annually; bonus/equity: n...
On-site
Client relationship management
Money movement transactions
Digital tools enrollment
Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional client service and support to Financial Advisors and Private Wealth Advisors. The ideal candidate should possess strong interpersonal skills and relevant financial industry experience, with a focus on client relationship building and administrative support
Job Summary
Registered Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through client-first interactions.
Key responsibilities include executing money movement, answering non-investment related client questions, onboarding and maintaining client accounts, and supporting marketing strategies.
Morgan Stanley offers a full spectrum of benefits, including medical, dental, vision, 401(k), and paid time off, along with ample opportunity for career advancement.
Matching Summary
Match Score: 85
Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional client service and support to Financial Advisors and Private Wealth Advisors. The ideal candidate should possess strong interpersonal skills and relevant financial industry experience, with a focus on client relationship building and administrative support.
Salary
Base: $24,960 to $83,000 annually; Bonus/Equity: Not specified; Benefits: Full spectrum of benefits offered
Skills & Requirements
Must-have
Client relationship management
Money movement transactions
Digital tools enrollment
Account onboarding and maintenance
Inbound and outbound calls
Calendar management
Microsoft Office proficiency
Nice-to-have
Client-first mindset
Goal-oriented and self-motivated
Adaptable and multitasking ability
Team player
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