Morgan Stanley

Registered Service Associate

Morgan Stanley

Washington, DC, USA
Full-TimeDepends on ExperienceEntry LevelHigh school or equivalent
Job Description

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.

  1. Provide exceptional customer service to clients by addressing their financial inquiries and needs in a timely and professional manner.
  2. Assist financial advisors in managing and maintaining client relationships.
  3. Perform account maintenance tasks such as opening and closing accounts, updating client information, and processing transactions.
  4. Conduct research and analysis to support financial advisors in making investment recommendations to clients.
  5. Prepare and process necessary paperwork and documentation for client accounts.
  6. Collaborate with team members to ensure seamless and efficient operations within the department.
  7. Stay up-to-date with industry regulations and compliance standards to ensure adherence to all policies and procedures.
  8. Proactively identify and resolve any potential client issues or concerns.
  9. Assist with the organization and execution of client events and seminars.
  10. Continuously seek opportunities for professional development and growth within the financial industry.
Where is this job?
This job is located at Washington, DC, USA
Job Qualifications
  • 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.

Required Skills
  • Financial Analysis

  • Account Management

  • Communication

  • Market Research

  • customer service

  • Compliance regulations

  • Sales Support

  • Portfolio Management

  • Risk assessment

  • Client Relationship Management

  • wealth management

  • Investment Strategies

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Critical thinking

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

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.

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. 

Apply with Video Cover Letter Add a warm greeting to your application and stand out!

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.

Frequently asked questions

Get interviewed today!

JobzMall is the world‘ s largest video talent marketplace.It‘s ultrafast, fun, and human.

Get Started