Morgan Stanley

Registered Client Service Associate

Morgan Stanley

Minneapolis, MN, USA
Full-TimeDepends on ExperienceEntry LevelHigh school or equivalent
Job Description

Welcome to Morgan Stanley, a world-renowned financial services firm known for our commitment to excellence and dedication to our clients. We are currently seeking a highly motivated and experienced Registered Client Service Associate to join our team. In this role, you will have the opportunity to work with a team of industry experts and assist our clients in achieving their financial goals. We are looking for a driven individual with a strong passion for finance and a desire to provide exceptional service to our clients. If you possess the required qualifications and are looking for a challenging and rewarding career, we would love to hear from you.

  1. Provide exceptional customer service to our clients by addressing their needs and inquiries promptly and efficiently.
  2. Collaborate with a team of industry experts to ensure the best possible outcomes for our clients.
  3. Assist clients with account opening, maintenance, and other administrative tasks.
  4. Build and maintain strong relationships with clients and provide ongoing support to ensure their satisfaction.
  5. Stay updated on industry trends and developments to provide informed advice and recommendations to clients.
  6. Process client transactions accurately and in a timely manner.
  7. Conduct thorough research and analysis to support client investment decisions.
  8. Collaborate with financial advisors to develop customized financial plans for clients.
  9. Maintain confidentiality and adhere to all regulatory and compliance policies and procedures.
  10. Participate in team meetings and training sessions to stay updated on company policies, procedures, and products.
  11. Continuously strive to improve processes and procedures to enhance the client experience.
  12. Communicate effectively with clients, colleagues, and other stakeholders to ensure a seamless and positive experience for all parties involved.
  13. Take ownership of client issues and concerns, and escalate to appropriate parties when necessary.
  14. Act as a brand ambassador for Morgan Stanley by promoting our commitment to excellence and dedication to our clients.
  15. Adhere to all company values and ethics and maintain the highest level of professionalism at all times.
Where is this job?
This job is located at Minneapolis, MN, USA
Job Qualifications
  • Excellent Communication And Interpersonal Skills, With The Ability To Build And Maintain Relationships With Clients.

  • Bachelor's Degree In Finance, Business, Or Related Field.

  • Minimum Of 2 Years Of Experience In Financial Services, Preferably In A Client-Facing Role.

  • Series 7 And 66 Licenses, Or Willingness To Obtain Within The First 6 Months Of Employment.

  • Strong Understanding Of Investment Products And Services, As Well As Industry Regulations.

Required Skills
  • Financial Analysis

  • Account Management

  • Sales

  • Time Management

  • Problem Solving

  • Compliance regulations

  • Relationship Building

  • Client communication

  • Client Onboarding

  • Investment Knowledge

  • Trading Execution

  • Portfolio Review

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Time management

  • creativity

  • Critical thinking

  • Teamwork

  • Adaptability

  • Problem-Solving

  • Empathy

Compensation

According to JobzMall, the average salary range for a Registered Client Service Associate in Minneapolis, MN, USA is between $40,000 and $70,000 per year. This range can vary depending on factors such as experience, education, and the specific company or financial institution the individual is working for. Other factors that can affect salary include bonuses, commissions, and benefits packages.

Additional Information
Morgan Stanley is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedJuly 30th, 2024
Apply BeforeMay 22nd, 2025
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About Morgan Stanley

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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