Client Experience Architect (RCSA)

Morgan Stanley; Town of Highland (NY); On-site; USD 35,000 - 90,000; Full time

Job summary

Morgan Stanley's Registered Client Service Associate (RCSA) role is to support client relationships by processing requests, onboarding accounts, and guiding clients to Morgan Stanley Online and Mobile. You will work with Financial Advisors to deliver a high level of service and maintain documentation.

The position requires FINRA licenses (Series 7/66 or 63/65) and 2+ years of industry experience, with a college degree preferred.

Qualifications

• Active FINRA licenses: Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
• Two or more years of industry experience preferred.
• High School Diploma/Equivalency.
• College degree preferred.

Responsibilities

• Cultivate and enhance client relationships through active communication and handling client requests.
• Identify and assist with Morgan Stanley services and digital offerings for clients.
• Confirm authorization and authenticate clients when processing requests.
• Onboard and maintain client accounts and document collection.
• Input orders and discuss reinvestment options with Financial Advisors.
• Prepare financial plans and client reports for meetings.
• Review client alerts and take action as needed.

Skills

Client service

Communication

MS Office

Teamwork

Financial products

Attention to detail

Time management

Fast-paced environment

Education

Series 7 and Series 66 licensing (or Series 63 and 65)

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Office

Job description

Morgan Stanley's Registered Client Service Associate (RCSA) role is to support client relationships by processing requests, onboarding accounts, and guiding clients to Morgan Stanley Online and Mobile. You will work with Financial Advisors to deliver a high level of service and maintain documentation.

The position requires FINRA licenses (Series 7/66 or 63/65) and 2+ years of industry experience, with a college degree preferred.