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, answering general account questions, onboarding clients, and educating them on digital tools.
Morgan Stanley offers an environment where employees are supported and empowered, with opportunities for growth and attractive employee benefits.
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.
Skills & Requirements
Must-have
Client relationship management
Money movement transactions
Onboarding and maintaining client accounts
Digital tools enrollment
Inbound and outbound calls
Nice-to-have
Client first mindset
Team player
Goal oriented
Adaptable and multitasker
Key Requirements
High School Diploma/Equivalency
Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)