Registered Client Service Associate

Morgan Stanley

Houston, United States
Client relationship management
Financial transactions execution
Digital tools education
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 build trusted relationships with clients through regular interactions.
  • Morgan Stanley offers comprehensive employee benefits and opportunities for career advancement.

Matching Summary

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

Skills & Requirements

Must-have

  • Client relationship management
  • Financial transactions execution
  • Digital tools education

Nice-to-have

  • Strong interpersonal skills
  • Detail oriented
  • Team player

Key Requirements

  • Active Series 7 and Series 66 or Series 63 and Series 65
  • Two or more years of industry experience
  • Advanced Microsoft Office skills

Work Rights

Not specified

Tailored Resume

Cover Letter