Registered Client Service Associate

Morgan Stanley UK

Roseville, United States
Base: $50,000.00 - $85,000.00; bonus/equity: not s...
Client relationship management
Money movement transactions
Digital tools enrollment
Registered Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through regular client interactions

Job Summary

  • Registered Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through regular client interactions.
  • Key responsibilities include executing money movement transactions, answering general non-investment related questions, onboarding and maintaining client accounts, and supporting marketing strategies.
  • Morgan Stanley offers attractive and comprehensive employee benefits, opportunities for growth, and a commitment to diversity and inclusion in a supportive and empowering environment.

Matching Summary

Registered Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through regular client interactions.

Salary

Base: $50,000.00 - $85,000.00; Bonus/Equity: Not specified; Benefits: Other Morgan Stanley sponsored benefit programs

Skills & Requirements

Must-have

  • Client relationship management
  • Money movement transactions
  • Digital tools enrollment
  • Account onboarding and maintenance
  • Inbound and outbound calls

Nice-to-have

  • Client first mindset
  • Interpersonal skills
  • Collaborative team player
  • Adaptable and multitasking ability

Key Requirements

  • Active Series 7 (GS)
  • Active Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
  • Two or more years of industry experience
  • High School Diploma/Equivalency

Work Rights

Not specified

Tailored Resume

Cover Letter