The Registered Associate enhances the client experience by providing exceptional client service, supporting Branch functions as needed, assisting in safeguarding client assets, and serving as administrative and operational support to Financial Advisors. Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date. Conduct outreach to maintain strong relationships with client base and identify Firm services and solutions, such as digital, online access and cash management offerings, that support clients’ needs. Onboard new client accounts, which includes the collection of required documentation and client information. Support the team’s marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars.
Strong industry, product, and branch procedures knowledge
Active Series 7, 63 and 65 or Series 7 and 66
Two or more years of industry experience preferred
Ability to work in a fast-paced, evolving environment
Time Management
MS Excel
MS Word
MS Outlook
Writing Skills
Client service skills
Self-Driven
Multifaceted
Communication Skills
Adaptability
Problem Solving Skills
According to JobzMall, the average salary range for a Registered Associate in New Jersey, USA is between $38,000 and $63,000 per year. Salaries can vary depending on the company, experience, and location.
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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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