Registered Client Service Associate

Job Description Registered Client Service Associates provide exceptional service to clients and support Financial Advisors (FAs), Private Wealth Advisors (PWAs), and teams on a daily basis. Responsibilities Provide client support coverage for a FA/PWA or team Support the FA/PWA/team in cultivating and enhancing new and existing client relationships Execute money movement transactions at the request of the client and/or FA/PWA/team Answer general non‑investment related questions concerning client accounts, 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 FA/PWA/team Educate and 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 Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) Accept or enter unsolicited orders and/or solicited orders in a clerical capacity at the direction of the FA/PWA/team Support the FAs/PWAs/teams’ marketing strategy (e.g., website maintenance) Assist FAs/PWAs/teams in delivering against their business plan and client service model Remain current on all policies, procedures, and new platforms Participate in firm initiatives, special projects, and/or other duties directed by local management Answer inbound phone calls or make outbound calls with updates on service requests (e.g., scheduling follow‑up calls with FAs/PWAs/teams as needed) Manage the calendar, coordinate meetings or events, maintain agendas, send calendar invites with Zoom credentials Maintain travel itineraries, prepare expense reports, and manage the reimbursement process Assist with general in‑office support functions such as copying, filing and scanning documentation Prepare and submit expense reports for processing at the direction of the FA/PWA Education, Experience, Knowledge, and Skills 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 equities, bonds, options, mutual funds, annuities, insurance, and managed accounts Detail‑oriented with superior organizational skills and ability to prioritize Advanced Microsoft Office skills (Word, Excel, Outlook, PowerPoint) Exceptional writing, interpersonal, and client service skills Strong time management skills Team player with the ability to collaborate with others Ability to work in a fast‑paced, evolving environment; adaptable and capable of multitasking Goal‑oriented, self‑motivated and results driven Reports To Business Service Officer Compensation Expected base pay range: $34,320 to $90,000 per year. Compensation may also include commission earnings, incentive compensation, discretionary bonuses, other short and long‑term incentive packages, and company-sponsored benefit programs. Equal Employment Opportunity Statement 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. #J-18808-Ljbffr