Registered Client Service Associate

Responsibilities

• Provide exceptional service to clients and support Financial Advisors (FAs) and Private Wealth Advisors (PWAs) in cultivating relationships.
• Execute money movement transactions and answer non-investment related questions regarding client accounts.
• Onboard and maintain client accounts by collecting required documentation and entering profile information.
• Educate and enroll clients in digital tools such as MSOnline, eSign, and eAuthorization.
• Manage administrative tasks including calendar coordination, meeting logistics, travel itineraries, and expense reporting.
• Support marketing strategies and assist teams in delivering against business plans and client service models.

Requirements

• High School Diploma or equivalency (College degree preferred).
• Active Series 7 and Series 66 (or Series 63 and Series 65) licenses.
• Advanced proficiency in Microsoft Office (Word, Excel, Outlook, and PowerPoint).
• Strong knowledge of financial services products, including equities, bonds, options, mutual funds, and annuities.
• Exceptional interpersonal, writing, and client service skills.
• Ability to multitask and work effectively in a fast-paced, evolving environment.

Preferred Qualifications

• Two or more years of experience within the financial services industry.

Benefits

• Comprehensive medical, dental, and vision insurance.
• Health Savings Account (HSA) and Dependent Day Care Savings Account options.
• 401(k) retirement plan.
• Paid Time Off, including sick leave and parental leave.
• 10 paid holidays annually.
• Short-term and long-term disability insurance.

About the Company

Morgan Stanley is a leading global investment bank that advises, manages, and distributes capital for people, governments, and institutions. Guided by core values of putting clients first and doing the right thing, we strive to provide first-class service and innovative solutions to help our clients reach their goals.