Base: $31,200 - $90,000; bonus/equity: not specifi...
Client relationship management
Money movement transactions
Account onboarding and maintenance
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.
The role involves executing money movement transactions, answering general non-investment related questions, and onboarding/maintaining client accounts.
Morgan Stanley offers attractive and comprehensive employee benefits and perks in the industry, with ample opportunity to move about the business.
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.
Salary
Base: $31,200 - $90,000; Bonus/Equity: Not specified; Benefits: Included
Skills & Requirements
Must-have
Client relationship management
Money movement transactions
Account onboarding and maintenance
Digital tools enrollment
Inbound and outbound calls
Nice-to-have
Client first mindset
Team player
Goal oriented
Adaptable and multitasking
Key Requirements
High School Diploma/Equivalency
Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)