Registered Client Services Associate — Elevate Client Experience

Morgan-Stanley; Baltimore (MD); On-site; USD 55,000 - 75,000; Full time

Job summary

Morgan Stanley in Baltimore seeks a Registered Client Service Associate to support client relationships, onboard accounts, and process requests with accuracy. You will collaborate with Financial Advisors to deliver the full range of firm services, including digital offerings and risk assessment during account activities.

The role requires Series 7/66 or 63/65 licenses and a high school diploma, with a college degree preferred.

Qualifications

• Strong client service and communication skills.
• Detail oriented with excellent organizational abilities.
• Proficient with Microsoft Office products.

Responsibilities

• Cultivate and enhance client relationships through proactive communication.
• Onboard and maintain client accounts, including collecting information and documentation.
• Handle money movements, processing requests, and assisting with financial planning materials.

Skills

Client service

Communication

Microsoft Office

Team player

Education

High School Diploma/Equivalency

College degree preferred

Series 7 & 66/63/65 licenses

Job description

Morgan Stanley in Baltimore seeks a Registered Client Service Associate to support client relationships, onboard accounts, and process requests with accuracy. You will collaborate with Financial Advisors to deliver the full range of firm services, including digital offerings and risk assessment during account activities.

The role requires Series 7/66 or 63/65 licenses and a high school diploma, with a college degree preferred.