
Registered Client Service Associate
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.
- 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.
- Build and maintain strong relationships with clients, understanding their financial goals and needs to provide personalized and tailored services.
- Assist clients with account set up, transfers, and other administrative tasks.
- Collaborate with financial advisors and other team members to ensure seamless delivery of services to clients.
- Stay updated on industry trends, market changes, and company policies to effectively communicate and educate clients.
- Handle and resolve client concerns and escalations, demonstrating strong problem-solving skills and attention to detail.
- Maintain accurate and up-to-date client records and files, ensuring compliance with regulatory guidelines.
- Conduct research and analysis to support client requests and provide recommendations for financial solutions.
- Participate in team meetings and training sessions to continuously improve knowledge and skills.
- Contribute to the overall success of the team by actively participating in team initiatives and promoting a positive and collaborative work environment.
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
Communication Skills
Account Management
Time Management
Multitasking
Attention to detail
customer service
Relationship Management
Sales Support
Problem-Solving
Client Support
Financial Knowledge
Communication
Conflict Resolution
Leadership
Time management
creativity
Organization
Teamwork
Adaptability
Problem-Solving
Empathy
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.
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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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