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, client reports, and marketing materials
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Series 7, Series 66/63/65, financial 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
Cultivate and enhance client relationships, process client requests and authenticate clients, onboard and maintain client accounts, input orders and discuss reinvestment options, prepare financial plans and client reports, support team marketing strategy and client events, perform administrative duties for Financial Advisors
Seniority
Individual Contributor