Registered Client Service Associate - Bilingual English/mandarin
Morgan Stanley UK
CA, United States
Base: $34,320k - $90k py; bonus/equity: not specif...
Client relationship management
Money movement transactions
Account onboarding and maintenance
Registered Client Service Associates provide exceptional service to clients and support Financial Advisor teams on a daily basis, building trusted relationships through regular client interactions
Job Summary
Registered Client Service Associates provide exceptional service to clients and support Financial Advisor teams on a daily basis, building trusted relationships through regular client interactions.
Key responsibilities include executing money movement transactions, answering general non-investment related questions, onboarding and maintaining client accounts, and educating clients on digital tools.
Morgan Stanley offers attractive and comprehensive employee benefits and perks, with ample opportunity for career advancement for passionate and gritty employees.
Matching Summary
Registered Client Service Associates provide exceptional service to clients and support Financial Advisor teams on a daily basis, building trusted relationships through regular client interactions.
Salary
Base: $34,320k - $90k per year; Bonus/Equity: Not specified; Benefits: Included in total compensation package
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
Collaborative team player
Adaptable to fast-paced environment
Goal-oriented and self-motivated
Key Requirements
Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)