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Registered Client Service Associate at Morgan Stanley

Department: Sales Support

Compensation

$35,000 – $75,000/yr

Setup
On-site
Location
Boulder, Colorado
Type
Full-time
Level
not_specified
Posted

Description

Morgan Stanley is hiring a Registered Client Service Associate to support Financial Advisor teams by managing client relationships, executing money movements, maintaining and onboarding client accounts, entering orders, providing account information, supporting marketing and business-plan initiatives, and handling administrative tasks such as calendars, travel, expense reports, and document filing. The role requires a high school diploma or equivalent, Series 7, Series 66 or Series 63 and Series 65 registrations, and two or more years of industry experience is preferred; a college degree is also preferred. The position pays $35,000 to $75,000 annually and includes medical, dental, vision, retirement, paid time off, and other benefits.

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