Registered Client Service Associate

Registered Client Service AssociateRegistered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/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 for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.Duties and Responsibilities:Client SupportSupport the Financial Advisor(s)/Private Wealth Advisor(s)/team in cultivating and enhancing new and existing client relationshipsExecute money movement transactions at the request of the client and/or Financial Advisor(s)/Private Wealth Advisor(s)/teamAnswer general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit)Enter profile information or pre-fill account documentation on client accounts/documents in a clerical capacity at the direction of the client and/or Financial Advisor(s)/Private Wealth Advisor(s)/teamEducate or enroll clients in digital tools (e.g. MSOnline, eSign, eAuthorization)Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or Financial Advisor(s)/Private Wealth Advisor(s)/teamProvide existing clients with details around their account information (e.g., investment objectives, risk tolerance)Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the Financial Advisor(s)/Private Wealth Advisor(s)/teamSupport the Financial Advisor(s)/Private Wealth Advisor(s)/teams' marketing strategy (e.g., website maintenance)Assist Financial Advisor(s)/Private Wealth Advisor(s)/teams in delivering against their business plan and client service modelRemaining current on all policies, procedures, and new platformsParticipate in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local managementAdministrative SupportAnswer inbound phone calls or make outbound calls with updates on service requests (e.g., scheduling follow-up calls with Financial Advisor(s)/Private Wealth Advisor(s)/teams as needed)Manage the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)Maintain travel itineraries, prepare expense reports and manage the reimbursement processAssist with general in-office support functions such as copying, filing and scanning documentationPrepare and submit expense reports for processing at the direction of the Financial Advisor(s)/Private Wealth Advisor(s)Education, Experience, Knowledge, and Skills:Education and/or ExperienceHigh School Diploma/EquivalencyCollege degree preferredActive Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)Two or more years of industry experience preferredKnowledge/SkillsKnowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accountsDetail orientated with superior organizational skills and ability to prioritizeAdvanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)Exceptional writing, interpersonal and client service skillsStrong time management skillsTeam player with the ability to collaborate with othersAbility to work in a fast-paced, evolving environmentAdaptable and ability to multitaskGoal oriented, self-motivated and results drivenReports to: Business Service OfficerWhat You Can Expect From Morgan Stanley:At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that's differentiated – and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.For more information, please visit: