Registered Client Service Associate

Location

New Mexico

Posted

8 days ago

Salary

0

Seniority

Mid Level

High School2 yrs expEnglish

Job Description

Registered Client Service Associate

Morgan Stanley

• Provide service coverage for a FA/PWA/team • Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships • Executing money movement transactions at the request of the client and/or FA/PWA/team • Answering general non-investment related questions concerning client accounts • Onboard and maintain client accounts, including collecting client information and required documentation • Assist FAs / PWAs/ teams in delivering against their business plan and client service model

Job Requirements

  • High School Diploma/Equivalency
  • College degree preferred
  • Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
  • Two or more years of industry experience preferred
  • Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
  • Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)

Benefits

  • Employee benefits and perks
  • Comprehensive employee benefits and perks in the industry

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