Registered Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through client-first interactions
Job Summary
Registered Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through client-first interactions.
Key responsibilities include executing money movement, onboarding accounts, educating clients on digital tools, and supporting marketing strategies and business plans.
Morgan Stanley offers a supportive and empowering environment with opportunities for growth, comprehensive employee benefits, and a commitment to diversity and inclusion.
Matching Summary
Registered Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through client-first interactions.
Skills & Requirements
Must-have
Client relationship management
Money movement transactions
Digital tools enrollment
Account onboarding and maintenance
Inbound and outbound calls
Nice-to-have
Client first mindset
Collaborative team environment
Adaptable to change
Goal-oriented and self-motivated
Key Requirements
High School Diploma/Equivalency
Active Series 7 (GS)
Active Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Two or more years of industry experience preferred