Registered Client Service Associate
Core
Assist with the development and growth of business by modernizing the client experience, processing requests, and delivering firm services to clients.
Role type
Client Service Associate (Financial Services)
Builds
Client accounts, financial plans, client reports, and marketing materials
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Active Series 7, Series 66, or Series 63 and Series 65 licenses; Knowledge of financial products (equities, bonds, options, mutual funds, annuities, insurance, managed accounts); Client relationship management; Account onboarding and risk assessment; Order input and reinvestment options; Financial planning and reporting
Preferred skills
2+ years of industry experience; College degree
Technologies
Morgan Stanley Online, Morgan Stanley Mobile, Microsoft Office
Responsibilities
Cultivate and enhance new and existing client relationships; Identify and assist with Firm services and solutions; Onboard and maintain client accounts; Input orders and discuss reinvestment options; Prepare financial plans and client reports; Partner with Financial Advisors in developing business plans; Support team marketing strategy and client events
Seniority
Individual Contributor