Registered Client Service Associate

Morgan Stanley; Paramus (NJ); On-site; USD 45,000 - 65,000; Full time

Job summary

An established industry player is seeking a Registered Client Service Associate to deliver exceptional client service and support Financial Advisors. This role involves building trusted client relationships, executing transactions, and assisting with account management. The ideal candidate will possess strong interpersonal and organizational skills, with a focus on client satisfaction. Join a diverse and inclusive environment where your contributions will be valued, and you can grow professionally. This position offers a unique opportunity to engage with clients and be part of a dynamic team dedicated to excellence.

Qualifications

• High School Diploma or equivalent required.
• Active Series 7 and Series 66 or Series 63 and Series 65 licenses mandatory.
• Preferred: two or more years of industry experience.

Responsibilities

• Support FAs/PWAs in enhancing client relationships.
• Handle inbound/outbound service requests and manage calendars.
• Educate clients on digital tools and maintain accounts.

Skills

Interpersonal Skills

Organizational Skills

Communication Skills

Client Service Skills

Multitasking

Self-Motivated

Education

High School Diploma

Series 7 License

Series 66 License

Series 63 License

Series 65 License

Tools

Microsoft Office

Job description

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Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client-first mindset, a successful candidate will have strong interpersonal skills and will be able to assist clients with their everyday needs.

DUTIES and RESPONSIBILITIES

CLIENT SUPPORT

• Supporting FAs/PWAs/teams in cultivating and enhancing client relationships
• Executing money movement transactions at client or team request
• Answering non-investment related questions about client accounts, including stock positions and account balances
• Entering profile information or pre-filling account documentation as directed
• Educating or enrolling clients in digital tools (e.g., MSOnline, eSign, eAuthorization)
• Onboarding and maintaining client accounts, collecting necessary documentation
• Providing clients with account details and investment information
• Accepting or entering orders as directed
• Supporting marketing strategies and participating in firm initiatives

ADMINISTRATIVE SUPPORT

• Handling inbound/outbound calls regarding service requests
• Managing calendars and coordinating meetings
• Maintaining travel arrangements, expense reports, and reimbursements
• Providing general office support such as copying, filing, and scanning

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS

Education and/or Experience

• High School Diploma or equivalent
• Active Series 7 and Series 66 or Series 63 and Series 65 licenses
• Preferred: two or more years of industry experience

Knowledge/Skills

• Knowledge of financial products (equities, bonds, options, mutual funds, etc.)
• Strong organizational skills and attention to detail
• Proficiency in Microsoft Office applications
• Excellent communication and client service skills
• Team player with collaborative skills
• Ability to work in a dynamic environment, multitask, and adapt
• Self-motivated and results-oriented

Reports To

• Business Service Officer

What You Can Expect from Morgan Stanley

We are committed to excellence, diversity, and supporting our employees. Our values guide us in delivering first-class service and fostering an inclusive environment where everyone can thrive. We offer comprehensive benefits and opportunities for growth across our global offices.

Morgan Stanley is an equal opportunity employer and values diversity in our workforce.