Registered Client Service Associate
Core
Modernize client experience and support business growth by managing client accounts, processing transactions, and partnering with Financial Advisors.
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
Client relationship management, account onboarding, transaction processing, financial product knowledge, Microsoft Office, bilingual communication
Preferred skills
Series 7, 66, 63, 65 licenses, 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 and discuss reinvestment options, prepare financial plans and reports, support marketing strategy and client events, perform administrative duties for Financial Advisors
Seniority
Individual Contributor