Registered Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through client-first interactions
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 account-related questions, onboarding clients, and supporting marketing strategies and business plans.
Morgan Stanley offers attractive and comprehensive employee benefits, ample opportunities for career growth, and is committed to building a diverse workforce.
Matching 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.
Skills & Requirements
Must-have
Client relationship management
Money movement transactions
Account onboarding and maintenance
Digital tool enrollment
Answering inbound phone calls
Nice-to-have
Client first mindset
Collaborative team environment
Adaptable to fast-paced environment
Goal-oriented and self-motivated
Key Requirements
Active Series 7 (GS)
Active Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)