Registered Client Service Associate

Morgan Stanley UK

San Jose, United States
Base: $34,320 - $90,000 py; bonus/equity: commissi...
On-site
Cultivate and enhance client relationships
Process client requests and resolve inquiries
Onboard and maintain client accounts
Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care

Job Summary

  • Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care.
  • This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients.
  • 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

Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care.

Salary

Base: $34,320 - $90,000 per year; Bonus/Equity: commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages; Benefits: other Morgan Stanley sponsored benefit programs

Skills & Requirements

Must-have

  • cultivate and enhance client relationships
  • process client requests and resolve inquiries
  • onboard and maintain client accounts
  • partner with Financial Advisors
  • support marketing strategy and client events

Nice-to-have

  • engaging and utilizing firm capabilities
  • proactively participate in firm initiatives
  • seek opportunities for peer sharing

Key Requirements

  • High School Diploma/Equivalency
  • Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
  • Strong computer skills and knowledge of Microsoft Office products
  • Exceptional writing, interpersonal and client service skills
  • Detail orientated with superior organizational skills

Work Rights

Not specified

Tailored Resume

Cover Letter