Registered Client Service Associate

At Morgan Stanley, we believe in providing exceptional service and building lasting relationships with our clients. As a Registered Client Service Associate, you will play a crucial role in ensuring our clients receive top-notch support and assistance with their financial needs. We are seeking a highly organized and detail-oriented individual with a strong passion for delivering excellent customer service. If you are looking for a dynamic and challenging career in the financial industry, we encourage you to apply for this exciting opportunity. Join our team and help us make a positive impact on our clients' financial well-being.

1. Provide exceptional customer service to clients by promptly responding to inquiries and resolving any issues or concerns.
2. Assist clients with account and portfolio management, including opening and transferring accounts, executing trades, and maintaining accurate records.
3. Build and maintain strong relationships with clients, understanding their financial goals and needs and providing personalized support and guidance.
4. Collaborate with financial advisors to develop and implement financial plans for clients.
5. Stay updated on industry trends and regulations to ensure compliance and provide accurate and up-to-date information to clients.
6. Conduct market research and analysis to assist clients in making informed investment decisions.
7. Coordinate and schedule client meetings, prepare materials, and assist with presentations.
8. Handle administrative tasks such as processing paperwork, maintaining client files, and managing correspondence.
9. Proactively identify opportunities to improve processes and enhance the client experience.
10. Continuously develop and improve knowledge of financial products and services offered by the company.
11. Maintain confidentiality and adhere to all company policies and procedures.
12. Represent the company in a professional and positive manner at all times.

According to JobzMall, the average salary range for a Registered Client Service Associate in Newport, RI, USA is $40,000 to $60,000 per year. This may vary depending on factors such as experience, qualifications, and the specific company or financial institution.

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.