Ms
Registered Client Service Associate
Santa Barbara, California, United States of America
Sponsorship not specifiedDetected 5 days ago
Outbound SalesExcelLogisticsTime ManagementAdaptabilityOrganizational SkillsMicrosoft Office
About the role
- 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.
- We do it in a way that's differentiated - and we've done that for 90 years.
- 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.
Responsibilities
- Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA/team
- Assisting with general in-office support functions such as copying, filing and scanning documentation
Requirements
- Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team
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
- Detail orientated with superior organizational skills and ability to prioritize
- Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
- Exceptional writing, interpersonal and client service skills
- Strong time management skills
- Ability to work in a fast-paced, evolving environment
- Adaptable and ability to multitask
- Goal oriented, self-motivated and results driven
- Education and/or Experience
Compensation
- Expected base pay rates for the role will be between $34,320.00 and $90,000.00 per year at the commencement of employment.
Benefits
- Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit)
- Participating in firm initiatives (e. g., training or education programs), special projects and/or other duties directed by local management
- Provide service coverage for a FA/PWA/team including:
- Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
- EDUCATION, EXPERIENCE, KNOWLEDGE, and
Equal opportunity
- https://www.morganstanley.com/people-opportunities/eeo.
This listing is sourced directly from Ms's careers page and normalized into a canonical job model.