Morgan Stanley

Registered Client Service Associate

Morgan Stanley

Dallas, TX, USA
Full-TimeDepends on ExperienceEntry LevelHigh school or equivalent
Job Description

Welcome to the world of Morgan Stanley, where we strive to provide exceptional financial services to our clients. We are currently seeking a highly motivated and experienced Registered Client Service Associate to join our team. As a Registered Client Service Associate at Morgan Stanley, you will play a crucial role in providing top-notch client service and support to our esteemed clients. We are looking for individuals who are passionate about the financial industry, possess strong communication skills, and have a keen attention to detail. If you have a strong work ethic and are looking for a challenging and rewarding career, then we want you to be a part of our team.

  1. Provide exceptional client service and support to our esteemed clients.
  2. Act as a primary point of contact for clients, addressing their inquiries and concerns in a timely and professional manner.
  3. Assist clients with account inquiries, transactions, and other service requests.
  4. Maintain accurate and up-to-date client records and documentation.
  5. Collaborate with financial advisors and other team members to ensure smooth and efficient client service delivery.
  6. Continuously strive to deepen client relationships and identify opportunities for additional services.
  7. Stay updated on industry trends, regulations, and company policies to effectively respond to client inquiries and provide accurate information.
  8. Work closely with compliance and legal teams to ensure adherence to regulatory requirements.
  9. Handle client complaints and resolve issues in a timely and satisfactory manner.
  10. Maintain confidentiality and adhere to data protection policies.
  11. Participate in training and development opportunities to enhance skills and knowledge.
  12. Contribute to team goals and initiatives to improve overall client service experience.
  13. Proactively identify areas for process improvement and suggest solutions.
  14. Adhere to company values, code of conduct, and ethical standards.
Where is this job?
This job is located at Dallas, TX, USA
Job Qualifications
  • Excellent Communication And Interpersonal Skills

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

  • Previous Experience In Client Service Or Financial Services Industry

  • Strong Knowledge Of Financial Products And Investment Strategies

  • Series 7 And 63 Licenses, Or Ability To Obtain Within First 90 Days Of Employment

Required Skills
  • Communication Skills

  • Financial Planning

  • Time Management

  • Attention to detail

  • customer service

  • Investment Management

  • Sales Support

  • Client Relations

  • Problem-Solving

  • wealth management

  • Data

  • Account Maintenance

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Problem Solving

  • Time management

  • creativity

  • Critical thinking

  • Teamwork

  • Active Listening

  • Adaptability

Compensation

According to JobzMall, the average salary range for a Registered Client Service Associate in Dallas, TX, USA is between $50,000 and $70,000 per year. However, this can vary depending on factors such as experience, qualifications, and the specific company or industry. It is important to research and negotiate for a fair and competitive salary based on your individual skills and qualifications.

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 BeforeJune 22nd, 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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