Registered Client Service Associate

🕒 June 5

🌶️ New Mexico – Remote

🌶️ New Mexico – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

📁 Client Services

🚫👨‍🎓 No degree required

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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Morgan Stanley

WebsiteLinkedInAll Job Openings

10,000+ employees

💸 Finance

💳 Fintech

Finance • Fintech • Investment Banking

Morgan Stanley is a leading global financial services firm that provides a wide range of services including wealth management, investment banking, capital markets, sales and trading, research, and investment management. Founded in 1935, the firm leverages its expertise to help individuals, institutions, and governments raise, manage, and distribute capital, while also prioritizing sustainable investing and diversity initiatives. With a strong commitment to delivering exceptional ideas and insights, Morgan Stanley is dedicated to achieving clients' financial goals through innovative solutions and personalized guidance.

📋 Description

• 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

🎯 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