Senior Registered Client Service Associates deliver exceptional client service and support Financial Advisors/Private Wealth Advisors in daily activities.
They build trusted relationships through regular client interactions, assisting with account management, transactions, and inquiries about accounts and investments.
The role involves onboarding clients, educating on digital tools, supporting marketing efforts, and participating in firm initiatives.
Administrative duties include managing calendars, handling communication, preparing expense reports, and office support tasks.
Candidates should have a high school diploma, relevant licenses (Series 7, 66, 63, 65), at least 5 years of industry experience, and strong knowledge of financial products.
Skills required include attention to detail, organizational ability, proficiency in Microsoft Office, excellent communication, multitasking, and teamwork.
Reports to the Business Service Officer.
The role offers an environment focused on diversity, integrity, and professional growth.
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.