Morgan Stanley

Registered Client Service Associate

Morgan Stanley

Timonium, MD, USA
Full-TimeDepends on ExperienceEntry LevelHigh school or equivalent
Job Description

Welcome to Morgan Stanley, where we are committed to delivering exceptional financial services to our clients. We are currently seeking a highly motivated and client-centric individual to join our team as a Registered Client Service Associate. As a member of our team, you will play a crucial role in providing top-notch service to our valued clients. We are looking for someone with a strong background in the financial services industry and a passion for building relationships with clients. If you are a driven and detail-oriented professional with a desire to excel in a fast-paced and dynamic environment, we encourage you to apply for this exciting opportunity.

  1. Serve as the primary point of contact for clients, providing excellent customer service and addressing their needs and inquiries in a timely and professional manner.
  2. Build and maintain strong relationships with clients, understanding their financial goals and needs to provide personalized and tailored services.
  3. Assist clients with account set up, transfers, and other administrative tasks.
  4. Collaborate with financial advisors and other team members to ensure seamless delivery of services to clients.
  5. Stay updated on industry trends, market changes, and company policies to effectively communicate and educate clients.
  6. Handle and resolve client concerns and escalations, demonstrating strong problem-solving skills and attention to detail.
  7. Maintain accurate and up-to-date client records and files, ensuring compliance with regulatory guidelines.
  8. Conduct research and analysis to support client requests and provide recommendations for financial solutions.
  9. Participate in team meetings and training sessions to continuously improve knowledge and skills.
  10. Contribute to the overall success of the team by actively participating in team initiatives and promoting a positive and collaborative work environment.
Where is this job?
This job is located at Timonium, MD, USA
Job Qualifications
  • Excellent Communication And Interpersonal Skills, With The Ability To Build And Maintain Relationships With Clients And Colleagues.

  • Minimum Of 2 Years Of Experience In A Client-Facing Role Within The Financial Services Industry

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

  • Series 7 And 66 Licenses (Or Ability To Obtain Within 6 Months Of Employment)

  • Strong Knowledge Of Investment Products, Markets, And Industry Regulations

Required Skills
  • Communication Skills

  • Account Management

  • Time Management

  • Multitasking

  • Attention to detail

  • customer service

  • Relationship Management

  • Sales Support

  • Problem-Solving

  • Client Support

  • Financial Knowledge

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Time management

  • creativity

  • Organization

  • Teamwork

  • Adaptability

  • Problem-Solving

  • Empathy

Compensation

According to JobzMall, the average salary range for a Registered Client Service Associate in Timonium, MD, USA is between $40,000 and $60,000 per year. However, this can vary depending on the specific company, experience level, and job responsibilities. Some Registered Client Service Associates in Timonium may make more than $60,000, while others may make less than $40,000. It is important to research the specific company and job opportunity to get a more accurate salary estimate.

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 BeforeMay 23rd, 2025
This job posting is from a verified source. 

Apply with Video Cover Letter Add a warm greeting to your application and stand out!

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.

Frequently asked questions

Get interviewed today!

JobzMall is the world‘ s largest video talent marketplace.It‘s ultrafast, fun, and human.

Get Started