
Registered Service Associate
Are you ready to take your career in the financial industry to the next level? Look no further than Morgan Stanley! As a Registered Service Associate, you will have the opportunity to work with a team of experienced professionals and support our clients in achieving their financial goals. We are looking for a highly motivated and customer-centric individual with a passion for finance and a strong drive to succeed. If you possess excellent communication skills, attention to detail, and a desire to continuously learn and grow, we want you to join our team. Read on to learn more about this exciting opportunity.
- Provide exceptional customer service to clients by addressing their financial inquiries and needs in a timely and professional manner.
- Assist financial advisors in managing and maintaining client relationships.
- Perform account maintenance tasks such as opening and closing accounts, updating client information, and processing transactions.
- Conduct research and analysis to support financial advisors in making investment recommendations to clients.
- Prepare and process necessary paperwork and documentation for client accounts.
- Collaborate with team members to ensure seamless and efficient operations within the department.
- Stay up-to-date with industry regulations and compliance standards to ensure adherence to all policies and procedures.
- Proactively identify and resolve any potential client issues or concerns.
- Assist with the organization and execution of client events and seminars.
- Continuously seek opportunities for professional development and growth within the financial industry.
Excellent Communication And Interpersonal Skills, With The Ability To Build And Maintain Relationships With Clients.
Bachelor's Degree In Finance, Business, Or A Related Field.
Minimum Of 2 Years Of Experience In Financial Services Or Customer Service.
Series 7 And 66 Licenses, Or Willingness To Obtain Them Within 6 Months Of Employment.
Strong Understanding Of Investment Products And Services, Including Stocks, Bonds, Mutual Funds, And Annuities.
Financial Analysis
Account Management
Communication
Market Research
customer service
Compliance regulations
Sales Support
Portfolio Management
Risk assessment
Client Relationship Management
wealth management
Investment Strategies
Communication
Conflict Resolution
Emotional Intelligence
Leadership
Time management
creativity
Critical thinking
Teamwork
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Registered Service Associate in Washington, DC, USA is between $40,000 and $60,000 per year. This can vary depending on the specific job duties, experience level, and company. Certain factors such as bonuses, benefits, and location can also affect the salary range.
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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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