Registered Client Service Associate**

Morgan Stanley; Atlanta (GA); On-site; USD 45,000 - 75,000; Full time

Job summary

An established industry player is seeking a Registered Client Service Associate to deliver exceptional service to clients and support Financial Advisors. This role emphasizes building trusted relationships and providing assistance with everyday client needs. You will engage in onboarding clients, executing transactions, and educating them on digital tools. Join a forward-thinking company that values integrity and innovation, offering a collaborative environment where your contributions will directly impact client satisfaction and business growth.

Benefits

Comprehensive Benefits

Development Opportunities

Diversity and Inclusion Programs

Qualifications

• High School Diploma or equivalent; college degree preferred.
• Active Series 7, Series 66, Series 63, and Series 65 licenses required.

Responsibilities

• Support FAs/PWAs in enhancing client relationships and executing transactions.
• Educate clients on digital tools and onboard new accounts.

Skills

Client Service Skills

Organizational Skills

Interpersonal Skills

Financial Product Knowledge

Microsoft Office Proficiency

Education

High School Diploma

College Degree

Tools

Microsoft Office

Job description

Join to apply for the Registered Client Service Associate role at Morgan Stanley

We are seeking a Registered Client Service Associate to provide exceptional service to our clients and support Financial Advisors (FAs), Private Wealth Advisors (PWAs), and teams on a daily basis. This role involves building trusted relationships through regular interactions, leading with a client-first mindset, and assisting clients with their everyday needs.

Key Responsibilities:

1. Support FAs/PWAs/teams in cultivating and enhancing client relationships.
2. Execute money movement transactions as requested.
3. Answer non-investment related questions about client accounts, relay stock positions, and provide account balances.
4. Enter profile information and pre-fill account documentation as directed.
5. Educate or enroll clients in digital tools such as MSOnline, eSign, and eAuthorization.
6. Onboard and maintain client accounts, collecting necessary information and documentation.
7. Provide clients with account details, investment objectives, and risk tolerance.
8. Enter unsolicited and solicited orders in a clerical capacity.
9. Support marketing strategies and participate in firm initiatives and training programs.

Administrative Support:

1. Handle inbound and outbound calls regarding service requests.
2. Manage calendars, coordinate meetings, and prepare materials.
3. Maintain travel itineraries, prepare expense reports, and assist with office support functions.

Qualifications:

• High School Diploma or equivalent; college degree preferred.
• Active Series 7, Series 66, Series 63, and Series 65 licenses.
• At least two years of industry experience preferred.
• Knowledge of financial products and excellent organizational, interpersonal, and client service skills.
• Proficiency in Microsoft Office and ability to work in a fast-paced environment.

Reporting To:

Business Service Officer

What Morgan Stanley Offers:

We are committed to excellence, diversity, and supporting our employees through comprehensive benefits and development opportunities. Our values include putting clients first, integrity, innovation, and inclusion. We strive to attract and retain the best talent from diverse backgrounds, fostering an environment of collaboration and growth.