Registered Client Service Associate

As a Registered Client Service Associate at Morgan Stanley, you will have the opportunity to join a prestigious financial institution and play a crucial role in providing exceptional support to our clients. We are seeking a highly motivated and detail-oriented individual to assist our team of financial advisors in managing and growing client relationships. If you are passionate about delivering unparalleled service, possess strong communication and organizational skills, and have a background in finance or related field, we invite you to apply for this exciting opportunity with our dynamic team.

1. Provide exceptional support to clients by responding promptly to inquiries and requests for information.
2. Assist financial advisors in managing and growing client relationships by maintaining accurate client records and tracking client interactions.
3. Communicate effectively with clients, financial advisors, and other team members to ensure a seamless client experience.
4. Conduct market research and analysis to support financial advisors in making informed investment recommendations.
5. Prepare and process client account paperwork, including new account applications, transfers, and withdrawals.
6. Monitor client account activity and transactions to ensure accuracy and compliance with regulatory requirements.
7. Collaborate with internal teams to resolve client issues and escalate complex matters to the appropriate parties.
8. Stay up-to-date on industry trends and developments to effectively support clients and financial advisors.
9. Assist with event planning and coordination to cultivate and strengthen client relationships.
10. Maintain confidentiality and protect sensitive client information at all times.
11. Proactively identify areas for improvement and suggest process enhancements to enhance overall client service.
12. Complete other administrative tasks and projects as assigned by management.

According to JobzMall, the average salary range for a Registered Client Service Associate in Lake Oswego, OR, USA is between $50,000 and $70,000 per year. This may vary depending on the specific company, experience level, and job responsibilities of the individual. Other factors such as bonuses, benefits, and location can also affect the salary range.

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.