Morgan Stanley

Registered Client Service Associate

Morgan Stanley

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

At Morgan Stanley, we are committed to providing our clients with exceptional service and support. As a Registered Client Service Associate, you will play a critical role in ensuring our clients' financial needs are met and their expectations are exceeded. In this role, you will have the opportunity to work closely with our team of financial advisors to provide top-notch client service and build strong relationships. We are looking for a highly motivated and detail-oriented individual with a passion for delivering exceptional client experiences. If you are a self-starter with excellent communication skills and a strong understanding of the financial industry, we encourage you to apply for this exciting opportunity.

  1. Provide exceptional client service to existing and potential clients.
  2. Assist financial advisors with managing client relationships and meeting their financial needs.
  3. Build and maintain strong relationships with clients through regular communication and follow-up.
  4. Respond to client inquiries, requests, and concerns in a timely and professional manner.
  5. Ensure all client information and records are accurate and up-to-date.
  6. Collaborate with team members to develop and implement strategies for client retention and satisfaction.
  7. Proactively identify and address potential issues or challenges that may arise with clients.
  8. Stay up-to-date on industry regulations and compliance standards to ensure all client interactions are in accordance with company policies.
  9. Contribute to a positive and collaborative team culture within the organization.
  10. Continuously seek opportunities to enhance the client experience and provide feedback on areas for improvement.
Where is this job?
This job is located at Boston, MA, USA
Job Qualifications
  • Bachelor's Degree In Finance, Business, Or A Related Field.

  • Excellent Communication And Interpersonal Skills, With The Ability To Build And Maintain Relationships With Clients And Internal Stakeholders.

  • Minimum Of 2 Years Of Experience In A Client Service Or Support Role Within The Financial Services Industry.

  • Finra Series 7 And 66 Licenses, Or Ability To Obtain Within 3 Months Of Employment.

  • Strong Understanding Of Financial Products And Services Offered By Morgan Stanley, As Well As Industry Regulations And Compliance Standards.

Required Skills
  • Data Analysis

  • Account Management

  • Time Management

  • customer service

  • Relationship Management

  • Compliance Knowledge

  • Sales Support

  • Team collaboration

  • Problem-Solving

  • Client communication

  • Investment Strategies

  • Financial Products

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Teamwork

  • collaboration

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Registered Client Service Associate in Boston, MA, USA is between $40,000 to $60,000 per year. However, this can vary depending on the specific company, years of experience, and other factors. It is important to research and compare salaries for this role within different companies in Boston to get a more accurate understanding of the expected 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 BeforeOctober 28th, 2025
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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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