Registered Client Service Associate
Morgan Stanley
full-time
Posted on:
Location Type: Office
Location: Newport Beach • California • United States
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Salary
💰 $34,320 - $90,000 per year
About the role
- Provide exceptional client service
- Support Financial Advisors
- Build trusted relationships with clients
- Execute money movement transactions
- Answer client inquiries about accounts
- Educate clients on digital tools
- Onboard and maintain client accounts
- Support FAs marketing strategies
- Participate in firm initiatives
Requirements
- High School Diploma/Equivalency
- College degree preferred
- Active Series 7 (GS)
- Series 66 (AG/RA) or Series 63 (AG)
- Series 65 (RA)
- Two or more years of industry experience preferred
- Knowledge of financial services products
- Detail orientated
- Advanced Microsoft Office skills
- Exceptional writing skills
- Team player
- Ability to work in a fast-paced environment
- Adaptability
- Goal oriented
Benefits
- exceptional service to clients
- support Financial Advisors
- building trusted relationships
- client first mindset
- strong interpersonal skills
- ability to assist clients with daily needs
- health insurance
- retirement plans
- paid time off
- flexible work arrangements
- professional development
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial services productsmoney movement transactionsclient account onboardingadvanced Microsoft Office skills
Soft skills
client servicerelationship buildingdetail orientedexceptional writing skillsteam playerability to work in a fast-paced environmentadaptabilitygoal oriented
Certifications
High School DiplomaSeries 7Series 66Series 63Series 65