Registered Client Service Associate
Morgan Stanley · mumbai, India
client supportfinancial planningrelationship managementbanking productsmicrosoft officeteam collaborationexperienced
Job Description
Registered Client Service Associates help modernize the client experience by enhancing relationships and providing support. Responsibilities include onboarding clients, processing requests, and preparing financial plans. The role requires strong communication skills and knowledge of financial services products.
Qualifications
Active Series 7 and Series 66 or Series 63 and Series 65. Two or more years of industry experience preferred. High School Diploma/Equivalency; College degree preferred.
Skills Required
- client support
- financial planning
- relationship management
- banking products
- microsoft office
- team collaboration
Location
City: mumbai · Country: India