Registered Client Service Associate
Core
Registered Client Service Associates modernize the client experience by assisting with business development, processing client requests, and delivering firm services and solutions.
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 66/63/65 licenses, knowledge of financial products (equities, bonds, options, mutual funds, annuities, insurance, managed accounts), client relationship management, account onboarding, risk assessment, order processing, financial planning
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 marketing strategy and client events, perform administrative duties for Financial Advisors
Seniority
Individual Contributor, entry to mid-level