Morgan Stanley

Registered Client Service Associate

Morgan Stanley

Greenwich, CT, USA
Full-TimeDepends on ExperienceEntry LevelHigh school or equivalent
Job Description

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.

  1. Provide exceptional support to clients and financial advisors on a daily basis.
  2. Build and maintain strong relationships with clients and financial advisors.
  3. Serve as the main point of contact for client inquiries and requests.
  4. Conduct thorough research and provide accurate information to clients and financial advisors.
  5. Assist with account openings, transfers, and other administrative tasks.
  6. Maintain client records and ensure all information is up-to-date and accurate.
  7. Collaborate with team members to ensure a seamless and efficient client experience.
  8. Continuously strive to improve client satisfaction and retention.
  9. Communicate with clients in a professional and timely manner.
  10. Follow company policies and procedures to ensure compliance with regulations.
  11. Actively participate in team meetings and training sessions.
  12. Stay updated on industry and company developments to provide clients with up-to-date information.
  13. Handle confidential information with discretion.
  14. Perform any additional tasks or duties assigned by management.
Where is this job?
This job is located at Greenwich, CT, USA
Job Qualifications
  • 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.

Required Skills
  • Data Entry

  • Communication

  • Time Management

  • Attention to detail

  • customer service

  • Relationship Management

  • Compliance

  • Sales Support

  • Problem-Solving

  • Account Maintenance

  • Financial Knowledge

  • Investment Products

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Attention to detail

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

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.

Additional Information
Morgan Stanley is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedApril 23rd, 2025
Apply BeforeMay 23rd, 2025
This job posting is from a verified source. 

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About Morgan Stanley

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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