Registered Client Service Associate

Morgan Stanley UK

London, United Kingdom
Base: $34,320.00 - $90,000.00 py; bonus/equity: no...
Client relationship management
Money movement transactions
Digital tool enrollment
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.
  • Responsibilities include executing money movement transactions, onboarding and maintaining client accounts, and educating clients on digital tools.
  • Morgan Stanley offers an opportunity to work alongside the best and the brightest in an environment where you are supported and empowered, with attractive employee benefits and perks.

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: $34,320.00 - $90,000.00 per year; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

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

Nice-to-have

  • Client first mindset
  • Collaborative team player
  • Adaptable and multitasking
  • Goal oriented and self-motivated

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