Registered Client Service Associate
On-siteNo visa sponsorship
Core
Modernize client experience and support business growth by delivering financial services, processing transactions, and preparing client materials.
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, risk assessment, Microsoft Office
Preferred skills
2+ years industry experience, college degree
Technologies
Morgan Stanley Online, Morgan Stanley Mobile, Microsoft Office
Responsibilities
Cultivate client relationships, onboard and maintain client accounts, process money movement transactions, prepare financial plans and reports, support marketing strategy, perform administrative duties for Financial Advisors
Seniority
Individual Contributor