Private Wealth Management Registered Client Service Associate

Morgan Stanley

Menlo Park, CA, USA
Base: $34,320 - $90,000; bonus/equity: not specifi...
Client relationship management
Money movement transactions
Digital tools education
Registered Client Service Associates provide exceptional service to clients and support Financial Advisors

Job Summary

  • Registered Client Service Associates provide exceptional service to clients and support Financial Advisors.
  • Successful candidates will build trusted relationships with clients through regular interactions.
  • Morgan Stanley offers a supportive environment with opportunities for career advancement.

Matching Summary

Registered Client Service Associates provide exceptional service to clients and support Financial Advisors.

Salary

Base: $34,320 - $90,000; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Client relationship management
  • Money movement transactions
  • Digital tools education

Nice-to-have

  • Strong interpersonal skills
  • Team collaboration
  • Adaptable in fast-paced environment

Key Requirements

  • High School Diploma
  • Active Series 7 and Series 66 or Series 63 and Series 65
  • Two or more years of industry experience

Work Rights

Not specified

Tailored Resume

Cover Letter