Registered Client Service Associate
No visa sponsorship
Core
Assist Financial Advisors in delivering client service by processing requests, onboarding accounts, inputting orders, and preparing financial plans.
Role type
Client Service Associate (Financial Services)
Builds
Client accounts, financial plans, and client reports
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Series 7, Series 66/63/65, financial products knowledge, Microsoft Office, risk assessment
Preferred skills
2+ years industry experience, college degree
Technologies
Morgan Stanley Online, Morgan Stanley Mobile, Microsoft Office
Responsibilities
Cultivate client relationships, onboard and maintain client accounts, input orders, prepare financial plans, support marketing strategy, perform administrative duties
Seniority
Entry to Mid-level, individual contributor