Base: $33,250 - $90,000 / yr; bonus: eligible for ...
Strong interpersonal skills
Detail oriented with superior organizational skills
Advanced microsoft office skills
Registered Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis by building trusted relationships
Job Summary
Registered Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis by building trusted relationships.
The role involves executing money movement transactions, managing client accounts, and assisting with marketing strategies under the direction of Financial Advisors.
Morgan Stanley offers a comprehensive benefits package including medical, dental, vision, 401(k), paid time off, and opportunities for career advancement.
Matching Summary
Registered Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis by building trusted relationships.
Salary
Base: $33,250 - $90,000 / Yr; Bonus: Eligible for annual discretionary incentive compensation award; Benefits: Full spectrum including Medical, Dental, Vision, 401(k), PTO, and Paid Holidays
Skills & Requirements
Must-have
Strong interpersonal skills
Detail oriented with superior organizational skills
Advanced Microsoft Office skills
Nice-to-have
Goal oriented and self-motivated
Ability to work in fast-paced environment
Team player with collaboration ability
Key Requirements
Active Series 7 license required
Series 66 or Series 63/65 license required
Two or more years of industry experience preferred
High School Diploma required; College degree preferred