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Registered Client Service Associate

Morgan Stanley · mumbai, India
client servicefinancial productsmicrosoft officetime managementorganizational skillsboth

Job Description

Registered Client Service Associates provide exceptional service to clients and support Financial Advisors. Responsibilities include managing client accounts, executing transactions, and answering inquiries. Strong interpersonal skills and knowledge of financial services products are essential.

Qualifications

High School Diploma/Equivalency; College degree preferred; Active Series 7 and Series 66 or Series 63 and Series 65.

Skills Required

  • client service
  • financial products
  • microsoft office
  • time management
  • organizational skills

Location

City: mumbai · Country: India