
Registered Client Service Associate
Welcome to Morgan Stanley! We are currently seeking a highly motivated and experienced Registered Client Service Associate to join our dynamic team. As a Registered Client Service Associate, you will play a pivotal role in providing exceptional support to our clients and financial advisors. We are looking for someone who is dedicated, detail-oriented and has a passion for delivering exceptional client service. If you possess strong communication skills and thrive in a fast-paced environment, we encourage you to apply for this exciting opportunity.
- Provide exceptional support to clients and financial advisors on a daily basis.
- Build and maintain strong relationships with clients and financial advisors.
- Serve as the main point of contact for client inquiries and requests.
- Conduct thorough research and provide accurate information to clients and financial advisors.
- Assist with account openings, transfers, and other administrative tasks.
- Maintain client records and ensure all information is up-to-date and accurate.
- Collaborate with team members to ensure a seamless and efficient client experience.
- Continuously strive to improve client satisfaction and retention.
- Communicate with clients in a professional and timely manner.
- Follow company policies and procedures to ensure compliance with regulations.
- Actively participate in team meetings and training sessions.
- Stay updated on industry and company developments to provide clients with up-to-date information.
- Handle confidential information with discretion.
- Perform any additional tasks or duties assigned by management.
Bachelor's Degree In Finance, Economics, Or A Related Field.
Strong Knowledge Of Investment Products And Services, Including Equities, Fixed Income, And Alternative Investments.
Excellent Communication And Interpersonal Skills, With The Ability To Build And Maintain Relationships With Clients And Colleagues.
Minimum Of 2 Years Of Experience In Financial Services, Preferably In A Client-Facing Role.
Series 7 And 66 Licenses, Or Ability To Obtain Them Within 6 Months Of Hire.
Data Entry
Communication
Time Management
Attention to detail
customer service
Relationship Management
Compliance
Sales Support
Problem-Solving
Account Maintenance
Financial Knowledge
Investment Products
Communication
Conflict Resolution
Emotional Intelligence
Leadership
Time management
creativity
Attention to detail
Teamwork
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Registered Client Service Associate in Greenwich, CT, USA is between $55,000 and $85,000 per year. This range can vary depending on factors such as the specific company, years of experience, and additional skills and certifications.
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Morgan Stanley provides investment banking products and services to its clients and customers including corporations, governments, financial institutions, and individuals. It operates through the following business segments: Institutional Securities, Wealth Management, and Investment Management. The Institutional Services segment provides financial advisory, capital-raising services, and related financing services on behalf of institutional investors.

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