Registered Client Service Associate
Core
Operational support and oversight for a financial services complex, handling document maintenance, money movement, trade support, and special projects.
Role type
Client Service Associate (Operational Support)
Builds
Operational efficiency and compliance for a financial services firm
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
document management, money movement, trade adjustments, audit preparedness, regulatory compliance, special project support, administrative duties
Preferred skills
supervisory licenses (Series 9/10), onboarding support, policy evolution tracking
Technologies
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile, remote deposit capture
Responsibilities
Manage and review documents for accuracy; oversee mail distribution; process check deposits and cash transactions; assist with trade adjustments; support audit preparedness; execute delegated reports; handle special projects; serve as a resource to partners
Seniority
Entry-level to Mid-level, hands-on IC