Senior Registered Client Service Associate
Morgan Stanley
full-time
Posted on:
Location Type: Office
Location: Duluth • United States
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Job Level
About the role
- Provide service coverage for a FA/PWA/team
- Support the FA/PWA/team in cultivating and enhancing client relationships
- Execute money movement transactions at the request of the client
- Answer general non-investment related questions concerning client accounts
- Educate or enroll clients in digital tools
- Onboard and maintain client accounts
- Provide existing clients with account information
Requirements
- High School Diploma/Equivalency
- College degree preferred
- Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
- At least 5 years of industry experience required
- Knowledge of financial services products
- Detail oriented with superior organizational skills
- Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
Benefits
- Exceptional service to our clients
- Comprehensive employee benefits and perks
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
money movement transactionsfinancial services productsMicrosoft OfficeWordExcelOutlookPowerPoint
Soft skills
detail orientedorganizational skillsclient relationship management
Certifications
High School DiplomaSeries 7Series 66Series 63Series 65