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Morgan Stanley

Morgan Stanley is a global financial services firm offering a complete range of financial services to a large and diversified group of clients and customers, including governments, corporations, institutions and individuals throughout the world. The talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity and excellence. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and to grow.

Additional Information About Us
Diversity

Social Responsibility

Global Offices
Senior Registered Client Service Associate


Status
Full-Time

Location
map it!US-TX-San Antonio



City Position is Located
map it!US-TX-San Antonio


Job Category
Admin - Clerical
Customer Service

Education:
High School

Reference Code
301-301009

Job Description

Senior Registered Client Service Associate

Position Summary
Assist Financial Advisors in all phases of financial service while promoting client satisfaction by responding in a timely manner to Financial Advisor and client requests.

  • Assist branch operations with customer/client resolution.
  • Facilitate trades in Financial Advisor’s absence.
  • Perform general clerical duties, such as handling the telephones.
  • Address and resolve client inquiries.
  • Conduct client outreach.
  • Exposure to all product areas.
  • May participate in marketing campaign and seminars.
 

Job Requirement

Knowledge, Skills, and Abilities

  • Excellent written and verbal communication skills.
  • Strong computer skills, including internet.
  • Working knowledge of Word, Excel and PowerPoint.
  • Superior interpersonal, organizational and client service skills.
  • Complete understanding of fee-based business.


Experience
5 or more years or more of industry experience.

Education
High School Diploma/Equivalency.

Licenses
Active Series 7 and 63, completed two years ago or more.

Other Qualifications
External candidates must:
  • Be authorized to work in the U.S. without restriction as to duration.
  • Pass a Background Check.
  • Pass any applicable pre-employment tests.



Morgan Stanley Smith Barney
is an equal opportunity employer committed to diversifying its workforce.
(M/F/D/V)

 


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It is the policy of Morgan Stanley to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, age, gender, gender identity, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy (including unlawful discrimination on the basis of a legally protected pregnancy/maternity leave), veteran status, or any other characteristic protected by law.

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