Client Experience Manager: Growth & Service Excellence

Morgan Stanley; Worcester (MA); On-site; USD 20,664 - 56,302; Full time

Job summary

Morgan Stanley is seeking a Registered Client Service Associate in Worcester, Massachusetts. In this role, you will cultivate client relationships and assist with financial planning while ensuring compliance with firm policies. The ideal candidate should possess strong interpersonal skills, an active Series 7 license, and two years of industry experience. The expected pay ranges from $15 to $40.87 per hour, depending on qualifications and location. Join a diverse team dedicated to excellence at Morgan Stanley.

Qualifications

• Two or more years of industry experience preferred.
• Strong knowledge of industry products and branch procedures.
• Ability to work in a fast-paced environment.

Responsibilities

• Cultivate client relationships through active communication.
• Process client requests and inquiries effectively.
• Onboard and maintain client accounts as needed.
• Prepare financial plans and reports for clients.
• Support Financial Advisors in business practices.

Skills

Client relationship management

Detail-oriented

Interpersonal skills

Organizational skills

Knowledge of financial services

Education

High School Diploma/Equivalency

Active Series 7 and Series 66 or Series 63 and Series 65

Tools

Microsoft Office

Job description

Morgan Stanley is seeking a Registered Client Service Associate in Worcester, Massachusetts. In this role, you will cultivate client relationships and assist with financial planning while ensuring compliance with firm policies. The ideal candidate should possess strong interpersonal skills, an active Series 7 license, and two years of industry experience. The expected pay ranges from $15 to $40.87 per hour, depending on qualifications and location. Join a diverse team dedicated to excellence at Morgan Stanley.