
Registered Client Service Associate
Are you a highly motivated individual with a passion for providing exceptional client service? Do you thrive in a fast-paced environment and have a strong attention to detail? Morgan Stanley is seeking a Registered Client Service Associate to join our team and support our financial advisors in delivering top-notch service to our clients. As a member of our team, you will have the opportunity to work with a dynamic group of professionals and play a key role in the success of our business. If you possess strong communication skills, a client-focused mindset, and a desire to continuously learn and grow, we want to hear from you.
- Provide exceptional client service by responding to client inquiries and requests in a timely and professional manner.
- Support financial advisors by assisting with client onboarding, account maintenance, and administrative tasks.
- Maintain accurate and up-to-date client records and ensure compliance with all regulatory guidelines.
- Act as a liaison between clients and financial advisors, ensuring clear and effective communication.
- Proactively identify and address potential client issues, escalating to appropriate team members when necessary.
- Collaborate with team members to develop and implement strategies for improving client satisfaction and retention.
- Stay informed on industry trends and developments to better serve clients and support financial advisors.
- Continuously seek ways to improve processes and enhance the overall client experience.
- Adhere to company policies and procedures, as well as regulatory requirements.
- Participate in training and development opportunities to expand knowledge and skills.
- Maintain confidentiality and handle sensitive client information with discretion.
- Foster a positive and collaborative team environment to achieve team goals and objectives.
Excellent Communication And Interpersonal Skills
Bachelor's Degree In Finance, Business, Or Related Field
Strong Knowledge Of Investment Products And Financial Services Industry
Minimum Of 2-3 Years Of Experience In Client Service Or Financial Services Role
Series 7 And 63 Licenses (Or Willingness To Obtain Within A Specified Timeframe)
Communication
Time Management
Attention to detail
Organizational Skills
Sales Support
Risk assessment
Teamwork
Client Relations
Problem-Solving
Investment Strategies
Financial Knowledge
Communication
Conflict Resolution
Emotional Intelligence
Leadership
Time management
creativity
Critical thinking
Teamwork
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Registered Client Service Associate in Seattle, WA, USA is between $40,000 and $60,000 per year, with a median salary of $50,000. This range can vary depending on factors such as experience, qualifications, and the specific employer. Additionally, bonuses and other forms of compensation may also be included in the overall salary package.
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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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