Registered Client Service Associate

Are you passionate about providing exceptional client service and building meaningful relationships? Do you have a strong background in the financial industry and a desire to work with a leading global financial services firm? If so, we have the perfect opportunity for you.Morgan Stanley is seeking a highly motivated and experienced Registered Client Service Associate to join our team. As a member of our team, you will play a crucial role in delivering exceptional service to our clients and supporting our financial advisors. The ideal candidate will possess a strong understanding of the financial industry, excellent communication skills, and a passion for providing unparalleled client service. If you are driven, detail-oriented, and thrive in a fast-paced environment, we invite you to apply for this exciting opportunity.

1. Develop and maintain strong relationships with clients, ensuring their needs are met and exceeded.
2. Provide exceptional client service by responding to inquiries, resolving issues, and proactively communicating updates.
3. Assist financial advisors in managing client relationships by providing support with administrative tasks and preparing client materials.
4. Utilize knowledge of financial industry trends and products to educate clients and answer their questions.
5. Proactively identify opportunities to enhance client experience and make recommendations for improvements.
6. Collaborate with other team members to ensure a seamless and efficient client service experience.
7. Maintain accurate and organized client records and files.
8. Adhere to all regulatory and compliance policies and procedures.
9. Act as a liaison between clients and financial advisors, ensuring all client requests and needs are communicated effectively.
10. Stay up-to-date on industry developments and trends to provide valuable insights to clients and advisors.
11. Participate in training and development programs to continuously improve knowledge and skills.
12. Collaborate with internal departments to resolve complex client issues and escalations.
13. Contribute to the growth of the firm by identifying and referring potential clients to financial advisors.
14. Ensure confidentiality and security of client information and data.
15. Represent the firm with professionalism and integrity at all times.

According to JobzMall, the average salary range for a Registered Client Service Associate in Lake Oswego, OR, USA is $45,000 - $60,000 per year. This can vary depending on the specific company, experience level, and additional skills or certifications.

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.