Registered Client Service Associate
Core
Assist Financial Advisors in delivering client service, processing transactions, and maintaining client accounts for banking and investment products.
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, banking products knowledge, equities/bonds/options/mutual funds/annuities/insurance, Microsoft Office, risk assessment, account onboarding
Preferred skills
2+ years industry experience, college degree
Technologies
Morgan Stanley Online, Morgan Stanley Mobile, Microsoft Office
Responsibilities
Process client requests and authenticate clients, onboard and maintain client accounts, input orders and discuss reinvestment options, prepare financial plans and client reports, support marketing strategy and client events, perform administrative duties for Financial Advisors
Seniority
Individual Contributor