Morgan Stanley UK is seeking a part-time Registered Client Service Associate to provide exceptional support to Financial Advisor teams and build trusted relationships with clients. The ideal candidate will possess strong interpersonal and organizational skills, along with relevant industry knowledge and experience
Job Summary
Registered Client Service Associates provide exceptional service to our clients and supports Financial Advisor(s) (FAs) teams on a daily basis.
Through regular interactions with clients, individuals in this role build trusted relationships.
At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered.
Matching Summary
Match Score: 85
Morgan Stanley UK is seeking a part-time Registered Client Service Associate to provide exceptional support to Financial Advisor teams and build trusted relationships with clients. The ideal candidate will possess strong interpersonal and organizational skills, along with relevant industry knowledge and experience.
Salary
Base: $34,320.00 - $90,000.00 per year; Bonus/Equity: Not specified; Benefits: Not specified
Skills & Requirements
Must-have
Client relationship management
Money movement transactions
Digital tool enrollment
Account onboarding and maintenance
Inbound and outbound calls
Nice-to-have
Client-first mindset
Fast-paced environment adaptability
Goal-oriented and self-motivated
Key Requirements
High School Diploma/Equivalency
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