Sr. 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
Senior Registered Client Service Associate
Builds
Client accounts, financial plans, and client reports
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Series 7, Series 66/63/65, financial products knowledge, account onboarding, transaction processing, client relationship management, Microsoft Office
Preferred skills
2+ years industry experience, college degree, marketing support, event planning
Technologies
Morgan Stanley Online, Morgan Stanley Mobile, Microsoft Office
Responsibilities
Cultivate client relationships, onboard and maintain accounts, process money movement transactions, prepare financial plans and reports, support Financial Advisors with business plans and administrative duties, maintain marketing materials
Seniority
Senior, hands-on IC