Morgan Stanley

Registered Client Service Associate **

Morgan Stanley

Riverside, CA, USA
Full-TimeDepends on ExperienceEntry LevelHigh school or equivalent
Job Description

Are you a highly organized and detail-oriented individual with a passion for providing exceptional client service? Do you thrive in a fast-paced and dynamic environment? If so, we have an exciting opportunity for you as a Registered Client Service Associate at Morgan Stanley. As a key member of our team, you will have the opportunity to work closely with financial advisors and clients to deliver top-notch service and support. Join us and be a part of a prestigious and reputable global financial services firm, where your skills and dedication will be valued and rewarded.

  1. Provide exceptional client service by effectively communicating with clients and ensuring their needs are met in a timely and professional manner.
  2. Serve as the main point of contact for clients, responding to inquiries, resolving issues, and addressing any concerns.
  3. Collaborate with financial advisors to understand client goals and develop strategies to meet their financial needs.
  4. Maintain accurate and up-to-date client records and documentation.
  5. Process client requests, including account openings, transfers, and transactions, in a timely and accurate manner.
  6. Proactively identify opportunities to improve client experience and make recommendations to management.
  7. Stay current on industry trends and products to effectively support financial advisors in meeting client needs.
  8. Ensure compliance with regulatory and firm policies and procedures.
  9. Assist in organizing and coordinating client events and meetings.
  10. Contribute to team meetings and discussions, sharing ideas and best practices to enhance overall client service.
  11. Continuously seek ways to improve processes and procedures to increase efficiency and effectiveness.
  12. Build and maintain strong relationships with clients, financial advisors, and other team members.
  13. Maintain confidentiality and discretion when handling sensitive client information.
  14. Participate in training and development opportunities to enhance knowledge and skills.
  15. Embrace and embody the values and culture of the firm.
Where is this job?
This job is located at Riverside, CA, USA
Job Qualifications
  • Excellent Communication And Interpersonal Skills, With The Ability To Build And Maintain Relationships With Clients.

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

  • Minimum Of 2 Years Of Experience In Financial Services, Preferably In A Client-Facing Role.

  • Series 7 And 63 Licenses, And Willingness To Obtain Additional Licenses As Required.

  • Strong Organizational And Time Management Abilities, With The Ability To Handle Multiple Tasks And Prioritize Effectively.

Required Skills
  • Communication Skills

  • Time Management

  • Attention to detail

  • customer service

  • Relationship Management

  • Compliance regulations

  • Risk assessment

  • Teamwork

  • Problem-Solving

  • Data

  • Investment Strategies

  • Financial Knowledge

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Problem Solving

  • Time management

  • creativity

  • Critical thinking

  • Teamwork

  • Adaptability

Compensation

According to JobzMall, the average salary range for a Registered Client Service Associate ** in Riverside, CA, USA is $40,000 - $60,000 per year. However, this can vary depending on factors such as experience, education, and the specific company or industry. Some Registered Client Service Associates may earn higher salaries, while others may earn lower salaries. It is important to research the specific job market and company to get a more accurate salary range.

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 8th, 2026
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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