Morgan Stanley

Registered Client Service Associate

Morgan Stanley

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

Welcome to Morgan Stanley, a globally recognized leader in wealth management and investment banking. We are currently seeking a highly motivated and client-focused individual to join our team as a Registered Client Service Associate.As a Registered Client Service Associate, you will play a crucial role in providing exceptional service and support to our clients. You will have the opportunity to work alongside experienced financial advisors and help manage a diverse portfolio of clients while gaining valuable knowledge and skills in the financial industry.We are looking for someone with a strong passion for client service, exceptional communication and organizational skills, and a desire to continuously learn and grow. If you are a driven and detail-oriented individual with a background in finance or a related field, we would love to hear from you. Join us at Morgan Stanley and take the next step in your career.

  1. Provide exceptional service to clients by promptly responding to inquiries and requests, and addressing any concerns or issues they may have.
  2. Assist financial advisors in managing client relationships and portfolios, including account maintenance, trading, and performance reporting.
  3. Develop a thorough understanding of Morgan Stanley's products and services in order to effectively communicate with clients and provide them with appropriate solutions.
  4. Maintain accurate and organized client records, including account information and documentation.
  5. Collaborate with other team members to ensure a seamless and efficient client experience.
  6. Continuously educate yourself on industry trends, products, and services to enhance your knowledge and provide better support to clients.
  7. Adhere to all regulatory and compliance guidelines, including completing required training and certifications.
  8. Build and maintain strong relationships with clients and colleagues, promoting a positive and professional image of Morgan Stanley.
  9. Assist with administrative tasks such as scheduling appointments, preparing reports, and processing paperwork.
  10. Act as a brand ambassador for Morgan Stanley, promoting our values and mission to clients and the community.
Where is this job?
This job is located at Boston, MA, USA
Job Qualifications
  • Strong Communication And Interpersonal Skills.

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

  • Minimum Of 2 Years Of Experience In Client Service Or Financial Services Industry.

  • Series 7 And 63 Securities Licenses.

  • Knowledge Of Investment Products And Services, Including Brokerage Accounts, Mutual Funds, And Retirement Accounts.

Required Skills
  • Communication Skills

  • Financial Planning

  • Account Management

  • Time Management

  • customer service

  • Relationship Building

  • Compliance Knowledge

  • Teamwork

  • Problem-Solving

  • Portfolio analysis

  • Client management

  • Investment Strategies

Soft Skills
  • Communication

  • Leadership

  • Time management

  • creativity

  • flexibility

  • Critical thinking

  • Teamwork

  • Adaptability

  • Problem-Solving

  • Organizational

Compensation

According to JobzMall, the average salary range for a Registered Client Service Associate in Boston, MA, USA is between $52,000 to $72,000 per year. This can vary depending on the specific employer, experience level, and job responsibilities. Some employers may also offer bonuses or commission incentives.

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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