$34,320 - $90,000 yr; bonus/equity: eligible for a...
Exceptional client service
Money movement transactions
Onboarding and maintaining client accounts
Registered Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through client-first interactions
Job Summary
Registered Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through client-first interactions.
Duties include executing money movement, answering account-related questions, onboarding clients, educating them on digital tools, and supporting marketing strategies.
Morgan Stanley offers a full spectrum of benefits including Medical, Dental, Vision, Paid Time Off, 401(k), and other special perks, alongside opportunities for career growth.
Matching Summary
Registered Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through client-first interactions.
Salary
$34,320 - $90,000 Yr; Bonus/Equity: Eligible for annual discretionary incentive compensation award and business unit incentive plan; Benefits: Full spectrum of benefits including Medical, Dental, Vision, PTO, 401(k)
Skills & Requirements
Must-have
Exceptional client service
Money movement transactions
Onboarding and maintaining client accounts
Digital tools enrollment
Answering inbound phone calls
Nice-to-have
Client first mindset
Strong interpersonal skills
Team player
Goal oriented and self-motivated
Key Requirements
Active Series 7 (GS)
Active Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)