Private Wealth Management Registered Client Service Associate

Morgan Stanley

Asheville, United States
Client relationship management
Financial transaction execution
Account documentation support
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 have strong interpersonal skills and assist clients with their everyday needs.
  • Morgan Stanley offers a supportive environment with comprehensive employee benefits and opportunities for growth.

Matching Summary

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

Skills & Requirements

Must-have

  • Client relationship management
  • Financial transaction execution
  • Account documentation support

Nice-to-have

  • Strong interpersonal skills
  • Ability to multitask
  • Team collaboration

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter