Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis
Job Summary
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis.
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.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence.
Matching Summary
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis.
Skills & Requirements
Must-have
Exceptional client service
Money movement transactions
Onboarding and maintaining client accounts
Answering inbound phone calls
Managing the calendar
Nice-to-have
Client first mindset
Team player
Goal oriented
Adaptable and ability to multitask
Key Requirements
Active Series 7 (GS)
Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)