PWM Registered CSA - Client Services & Advisor Support

Morgan Stanley; Boston (MA); On-site; USD 20,664 - 59,608; Full time

Benefits offered by this job

Competitive compensation

Education and training opportunities

Diversity and inclusion initiatives

Job summary

A leading financial services firm in Boston is seeking Registered Client Service Associates to enhance client relationships and support financial transactions. This role requires active Series 7 and Series 66 (or 63 and 65) licenses, along with two years of industry experience. Ideal candidates will have strong interpersonal skills, be detail-oriented, and proficient in Microsoft Office. Competitive hourly rates from $15 to $43.27 based on experience and qualifications.

Qualifications

• Active Series 7 and Series 66 or Series 63 and Series 65 certifications.
• Two or more years of industry experience preferred.

Responsibilities

• Cultivate and enhance client relationships through communication.
• Onboard and maintain client accounts.
• Prepare financial plans and client reports.

Skills

Client relationship management

Interpersonal skills

Detail-oriented

Team collaboration

Knowledge of financial products

Education

High School Diploma/Equivalent

Tools

Microsoft Office

Job description

A leading financial services firm in Boston is seeking Registered Client Service Associates to enhance client relationships and support financial transactions. This role requires active Series 7 and Series 66 (or 63 and 65) licenses, along with two years of industry experience. Ideal candidates will have strong interpersonal skills, be detail-oriented, and proficient in Microsoft Office. Competitive hourly rates from $15 to $43.27 based on experience and qualifications.