Registered Client Service Associate

Are you a highly motivated and detail-oriented individual with a passion for finance and customer service? Do you thrive in a fast-paced environment and have a strong desire to work with high-net-worth clients? If so, we have an exciting opportunity for you to join our team as a Registered Client Service Associate at Morgan Stanley. In this role, you will play a vital role in providing exceptional service and support to our clients, while also gaining valuable experience and knowledge in the financial industry. We are seeking candidates who possess a Series 7 and 66 license, excellent communication skills, and a strong commitment to delivering top-notch service. If you are looking for a challenging and rewarding career in the financial services industry, we encourage you to apply for this position.

1. Provide exceptional customer service to high-net-worth clients.
2. Assist financial advisors in managing and maintaining client relationships.
3. Develop a deep understanding of financial products and services offered by the company.
4. Maintain accurate and up-to-date client records and documentation.
5. Execute trades and transactions on behalf of clients.
6. Communicate effectively with clients, financial advisors, and other team members.
7. Proactively identify and address client needs and concerns.
8. Handle client inquiries and resolve issues in a timely and professional manner.
9. Participate in client meetings and presentations.
10. Keep up-to-date with industry and company changes and developments.
11. Comply with all regulatory and compliance standards.
12. Collaborate with team members to achieve team goals and objectives.
13. Continuously seek opportunities to improve processes and procedures.
14. Maintain confidentiality of client information.
15. Demonstrate a strong work ethic and commitment to delivering top-notch service.

According to JobzMall, the average salary range for a Registered Client Service Associate in Gilbert, AZ, USA is between $45,000-$60,000 per year. However, salaries can vary depending on the specific company, experience level, and other factors. It is best to research the specific company and job listing to get a more accurate salary range.

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.