Registered Client Service Associate

Morgan Stanley UK

Irvine, United States
Base: $55,000.00 - $90,000.00 py; bonus/equity: no...
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 supporting FAs/PWAs/teams in cultivating and enhancing client relationships, executing transactions, and onboarding/maintaining client accounts.
  • Morgan Stanley offers attractive and comprehensive employee benefits and perks, with ample opportunity for career advancement.

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: $55,000.00 - $90,000.00 per year; Bonus/Equity: Not specified; Benefits: Attractive and comprehensive employee benefits and perks

Skills & Requirements

Must-have

  • Client relationship management
  • Money movement transactions
  • Account onboarding and maintenance
  • Digital tools enrollment
  • Inbound/outbound calls

Nice-to-have

  • Client first mindset
  • Goal oriented
  • Team player
  • 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)
  • Two or more years of industry experience

Work Rights

Not specified

Tailored Resume

Cover Letter