Morgan Stanley

Registered Client Service Associate

Morgan Stanley

Middleton, MA 01949, USA
Full-TimeDepends on ExperienceEntry LevelHigh school or equivalent
Job Description

Welcome to Morgan Stanley, a global leader in financial services and wealth management. We are seeking a highly motivated and client-focused individual to join our team as a Registered Client Service Associate. As a key member of our organization, you will play a crucial role in providing exceptional service and support to our valued clients. We are looking for individuals with a strong passion for building relationships, a keen attention to detail, and a desire to continuously learn and grow. If you are ready to take your career to the next level with a dynamic and innovative company, we encourage you to apply for this exciting opportunity.

  1. Greet and welcome clients to Morgan Stanley, ensuring a positive and professional first impression.
  2. Build and maintain strong relationships with clients, providing them with exceptional service and support.
  3. Act as a liaison between clients and financial advisors, facilitating communication and ensuring timely and accurate responses to client inquiries.
  4. Assist clients with account opening, maintenance, and any other administrative tasks as needed.
  5. Utilize the firm's technology and tools to efficiently and accurately manage client data and information.
  6. Stay up-to-date on industry trends and regulations to provide clients with the most current and relevant information.
  7. Proactively identify opportunities for clients to utilize Morgan Stanley's products and services.
  8. Collaborate with team members to ensure a seamless and consistent client experience.
  9. Continuously seek opportunities for personal and professional growth, including participating in training and development programs.
  10. Maintain a high level of professionalism, confidentiality, and ethical standards in all interactions with clients and colleagues.
Where is this job?
This job is located at Middleton, MA 01949, USA
Job Qualifications
  • Excellent Communication And Interpersonal Skills, With The Ability To Build And Maintain Relationships With Clients And Colleagues.

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

  • Minimum Of 2-3 Years Of Experience In A Customer Service Or Support Role In The Financial Industry.

  • Series 7 And Series 63 Licenses Or The Ability To Obtain Them Within 90 Days Of Employment.

  • Strong Knowledge Of Financial Products And Services, Including Stocks, Bonds, Mutual Funds, And Retirement Accounts.

Required Skills
  • Communication Skills

  • Financial Planning

  • Account Management

  • Market Research

  • Time Management

  • Detail Oriented

  • Problem Solving

  • Sales Support

  • Client Relations

  • Administrative Tasks

  • Investment Knowledge

  • Compliance Procedures

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Teamwork

  • Active Listening

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Registered Client Service Associate in Middleton, MA 01949, USA is approximately $45,000-$60,000 per year. This salary can vary depending on the individual's experience, education, and the specific company they are working for. Some factors that may affect salary include job responsibilities, performance, and the overall financial health of the company. Additionally, geographic location can also play a role in determining salary, as cost of living and demand for this type of role can vary from region to region.

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 BeforeJuly 21st, 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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