POSITION SUMMARY
Registered Client Service Associates provide exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teamson 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 SUPPORT
Provide service coverage for a FA/PWA/team including:
ADMINISTRATIVE SUPPORT
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS
Education and/or Experience
Knowledge/Skills
* Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
* 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
* Team player with the ability to collaborate with others
* Ability to work in a fast-paced, evolving environment
* Adaptable and ability to multitask
* Goal oriented, self-motivated and results driven
Reports To
* Business Service Officer
Morgan Stanley
EOE committed to diversifying its workforce.
M/F/D/V
Version: 7/10/2024
Job: *Wealth Management
Title: Registered Client Service Associate**
Location: Florida-Orlando
Requisition ID: 3261729
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