Morgan Stanley

Registered Client Service Associate

Morgan Stanley

Houston, TX, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

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.

  1. Provide exceptional service and support to clients in accordance with Morgan Stanley's standards and values.
  2. Serve as a primary point of contact for clients, addressing their inquiries and concerns in a timely and professional manner.
  3. Build and maintain strong relationships with clients, ensuring their satisfaction with our services.
  4. Utilize knowledge of financial products and services to effectively communicate and assist clients in making informed decisions.
  5. Collaborate with financial advisors to understand clients' needs and provide them with personalized solutions.
  6. Maintain accurate and up-to-date client records and documentation.
  7. Proactively identify and escalate any potential issues or concerns to the appropriate parties.
  8. Keep abreast of industry developments and changes in regulations to ensure compliance with all relevant laws and regulations.
  9. Act as a mentor and resource for junior team members, providing guidance and support as needed.
  10. Continuously strive to improve and enhance the client experience, taking initiative to suggest and implement new ideas and processes.
  11. Participate in training and development opportunities to deepen knowledge and skills in the financial industry.
  12. Adhere to company policies and procedures, including confidentiality and data protection guidelines.
Where is this job?
This job is located at Houston, TX, USA
Job Qualifications
  • 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

Required Skills
  • Communication Skills

  • Financial Planning

  • Data Analysis

  • Market Research

  • customer service

  • Relationship Building

  • Compliance Knowledge

  • Sales Support

  • wealth management

  • Portfolio analysis

  • Client management

  • Investment Strategies

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Attention to detail

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

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.

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 PostedApril 23rd, 2025
Apply BeforeJune 22nd, 2025
This job posting is from a verified source. 

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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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