
Registered Client Service Associate
At Morgan Stanley, we believe in providing exceptional service and support to our clients. As a Registered Client Service Associate, you will play a crucial role in our mission to deliver top-quality financial solutions to our valued clients. We are seeking a highly motivated and dedicated individual who shares our passion for delivering excellent client service. If you have a strong background in the financial industry, exceptional communication skills, and a commitment to providing the best possible service, we invite you to join our team at Morgan Stanley.
- Provide exceptional service and support to clients in accordance with Morgan Stanley's standards and values.
- Serve as a primary point of contact for clients, addressing their inquiries and concerns in a timely and professional manner.
- Build and maintain strong relationships with clients, ensuring their satisfaction with our services.
- Utilize knowledge of financial products and services to effectively communicate and assist clients in making informed decisions.
- Collaborate with financial advisors to understand clients' needs and provide them with personalized solutions.
- Maintain accurate and up-to-date client records and documentation.
- Proactively identify and escalate any potential issues or concerns to the appropriate parties.
- Keep abreast of industry developments and changes in regulations to ensure compliance with all relevant laws and regulations.
- Act as a mentor and resource for junior team members, providing guidance and support as needed.
- Continuously strive to improve and enhance the client experience, taking initiative to suggest and implement new ideas and processes.
- Participate in training and development opportunities to deepen knowledge and skills in the financial industry.
- Adhere to company policies and procedures, including confidentiality and data protection guidelines.
Bachelor's Degree In Finance, Economics, Or Related Field
Minimum Of 2 Years Of Experience In A Client Service Or Financial Services Role
Series 7 And 63 Licenses, Or Ability To Obtain Within 3 Months Of Hire
Strong Understanding Of Investment Products And Services Offered By Morgan Stanley
Excellent Communication And Interpersonal Skills, With Ability To Build And Maintain Client Relationships
Communication Skills
Financial Planning
Data Analysis
Market Research
customer service
Relationship Building
Compliance Knowledge
Sales Support
wealth management
Portfolio analysis
Client management
Investment Strategies
Communication
Conflict Resolution
Emotional Intelligence
Leadership
Time management
creativity
Attention to detail
Teamwork
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Registered Client Service Associate in Houston, TX, USA is $45,000 to $60,000 per year. However, this can vary depending on factors such as the company, experience level, and additional certifications or education.
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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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