Registered Client Service Associate

Morgan Stanley UK

Greenwich, United States
Client relationship management
Money movement transactions
Account onboarding and maintenance
Registered Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis

Job Summary

  • Registered Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis.
  • Duties include executing money movement transactions, onboarding client accounts, and educating clients on digital tools.
  • Morgan Stanley is committed to maintaining first-class service and high standards of excellence, fostering a diverse and inclusive workforce.

Matching Summary

Registered Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis.

Skills & Requirements

Must-have

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

Nice-to-have

  • Client first mindset
  • Team player
  • Goal oriented
  • Adaptable and multitasker

Key Requirements

  • Active Series 7 (GS)
  • Active Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
  • Two or more years of industry experience
  • High School Diploma/Equivalency

Work Rights

Not specified

Tailored Resume

Cover Letter