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Registered Client Service Associate
Morgan Stanley
Houston, Texas, United States
Full Time
On Site
Junior
0+
High School
Finance & Accounting
Financial Services Insurance
Posted 2 months ago
Job summary
The role of Registered Client Service Associate involves providing support to financial advisors by supporting client relationships, executing transactions, managing accounts, and assisting with administrative tasks, requiring strong interpersonal, organizational, and technical skills.
Responsibilities
The Registered Client Service Associate provides daily support to Financial Advisors and teams by managing client relationships and executing administrative tasks. Responsibilities include processing money movement, maintaining client accounts, and coordinating office logistics.
Qualifications
Account management
Client service
Communication
Digital tools
Financial services
Interpersonal skills
Microsoft Office
Money transactions
Organization
Time management
Candidates must hold an active Series 7 and Series 66 or 63/65 licenses. A high school diploma is required, with a college degree and at least two years of industry experience preferred.
English
Benefits
- Comprehensive employee benefits
- Perks
Company
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Registered Client Service Associate
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Morgan Stanley
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