Registered Client Service Associate

Morgan Stanley; Dunedin (FL); On-site; USD 40,000 - 55,000; Full time

Job summary

Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional service and support to Financial Advisors. This entry-level role involves building client relationships, managing transactions, and assisting with account management. Ideal candidates will have strong interpersonal skills, relevant licenses, and a commitment to client service within a collaborative environment.

Benefits

Comprehensive benefits

Opportunities for growth

Collaborative environment

Qualifications

• Active Series 7 and Series 66 (or Series 63 and 65) licenses required.
• 2+ years industry experience preferred.
• Knowledge of financial products like equities, bonds, mutual funds.

Responsibilities

• Support FAs/PWAs in cultivating client relationships.
• Execute money movement transactions as requested.
• Educate clients in digital tools and onboard them.

Skills

Interpersonal skills

Organizational skills

Communication skills

Client service skills

Proficiency in Microsoft Office

Education

High School Diploma/Equivalency

College degree preferred

Job description

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

Registered Client Service Associates provide exceptional service to clients and support Financial Advisors (FAs)/Private Wealth Advisors (PWAs)/teams daily. They build trusted relationships through regular interactions, leading with a client-first mindset. The role requires strong interpersonal skills to assist clients with their needs.

Key Responsibilities:

• Support FAs/PWAs/teams in cultivating and enhancing client relationships
• Execute money movement transactions as requested
• Answer non-investment questions about client accounts, relay stock positions, provide account balances
• Enter profile info or pre-fill account documentation as directed
• Educate/enroll clients in digital tools (MSOnline, eSign, eAuthorization)
• Onboard and maintain client accounts, collecting necessary documentation
• Provide clients with account details (investment objectives, risk tolerance)
• Enter unsolicited or solicited orders as directed
• Support marketing strategies and participate in firm initiatives

Administrative Support:

• Handle inbound/outbound calls regarding service requests
• Manage calendars, coordinate meetings, prepare materials
• Maintain travel itineraries, prepare expense reports
• Assist with office functions like copying, filing, scanning

Qualifications:

• High School Diploma/Equivalency; college degree preferred
• Active Series 7 and Series 66 (or Series 63 and 65) licenses
• 2+ years industry experience preferred
• Knowledge of financial products (equities, bonds, mutual funds, etc.)
• Strong organizational, communication, and client service skills
• Proficiency in Microsoft Office
• Ability to work in a fast-paced environment, multitask, and collaborate

Reporting To:

Business Service Officer

What Morgan Stanley Offers:

Commitment to excellence, diversity, and employee support with comprehensive benefits. Opportunities for growth and a collaborative environment.

Additional Info:

Seniority level: Entry level

Employment type: Full-time

Job function: Other