Morgan Stanley UK is seeking a Registered Client Service Associate to provide exceptional support to Financial Advisors and clients in Stamford, Connecticut. The role emphasizes strong interpersonal skills, client relationship management, and administrative support, requiring specific industry qualifications and experience
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.
Responsibilities include client support such as executing money movement transactions, answering non-investment related questions, onboarding and maintaining client accounts, and supporting marketing strategies.
Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, and a 401(k) plan.
Matching Summary
Match Score: 85
Morgan Stanley UK is seeking a Registered Client Service Associate to provide exceptional support to Financial Advisors and clients in Stamford, Connecticut. The role emphasizes strong interpersonal skills, client relationship management, and administrative support, requiring specific industry qualifications and experience.
Skills & Requirements
Must-have
Client relationship management
Money movement transactions
Digital tools enrollment
Account onboarding and maintenance
Inbound and outbound calls
Calendar management
Nice-to-have
Client first mindset
Team player
Adaptable and multitasking
Key Requirements
Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Two or more years of industry experience preferred