Registered Client Service Associate: Elevate Experience

711 MS Smith Barney, LLC; Alpharetta (GA); In loco; USD 50.000 - 70.000; Tempo pieno

Descrizione del lavoro

Morgan Stanley is seeking a Registered Client Service Associate in Alpharetta, GA to help shape the client experience with an elevated standard of care. You will support financial advisors, process client requests, and assist with onboarding and documentation.

The role requires active securities licenses (Series 7/66 or 63/65) and 2+ years of experience; strong communication and MS Office skills are essential for success in a fast-paced environment.

Competenze

• Active financial licenses: Series 7 and Series 66 (or Series 63 and Series 65).
• Two+ years of industry experience preferred.
• High school diploma or equivalent preferred.

Mansioni

• Cultivate and enhance client relationships through active communication and by processing requests.
• Identify Firm services and digital offerings to support clients’ needs.
• Onboard and maintain client accounts, including documentation and risk assessment.

Conoscenze

Client service

MS Office

Written communication

Team player

Detail oriented

Formazione

High School Diploma/Equivalency

Series 7, Series 66, Series 63, Series 65 licenses

Strumenti

Morgan Stanley Online

Morgan Stanley Mobile

Descrizione del lavoro

Morgan Stanley is seeking a Registered Client Service Associate in Alpharetta, GA to help shape the client experience with an elevated standard of care. You will support financial advisors, process client requests, and assist with onboarding and documentation.

The role requires active securities licenses (Series 7/66 or 63/65) and 2+ years of experience; strong communication and MS Office skills are essential for success in a fast-paced environment.