Registered Client Service Associate

Welcome to the world of wealth management at Morgan Stanley, where we strive to provide exceptional service and guidance to our clients. As a Registered Client Service Associate, you will play a vital role in supporting our Financial Advisors and their clients, ensuring that all their needs are met with the highest level of professionalism and efficiency. We are seeking a highly motivated and detail-oriented individual with a strong passion for client service and a deep understanding of the financial industry. If you are looking to join a dynamic team and take the next step in your career, then we want you to join us at Morgan Stanley.

• Provide exceptional customer service to clients by promptly responding to inquiries and addressing any concerns or issues that may arise.
• Assist Financial Advisors in the onboarding process for new clients, ensuring all necessary paperwork is completed accurately and efficiently.
• Maintain accurate and up-to-date client records and information, including contact information, account details, and transaction history.
• Proactively communicate with clients regarding account updates, market changes, and other relevant information.
• Collaborate with Financial Advisors to develop and implement personalized financial plans for clients.
• Coordinate and schedule client meetings and appointments for Financial Advisors.
• Prepare and process client account transactions, including deposits, withdrawals, and transfers.
• Act as a liaison between clients and internal departments, including operations, compliance, and research.
• Stay updated on industry regulations and compliance standards to ensure all client interactions and transactions are in accordance with company policies and procedures.
• Continuously seek opportunities to improve client service and streamline processes.

According to JobzMall, the average salary range for a Registered Client Service Associate in Purchase, Harrison, NY 10577, USA is between $45,000 and $70,000 per year. This can vary based on factors such as experience, qualifications, and the specific employer. Some employers may also offer bonuses and commission opportunities in addition to base salary.

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.