PWM Registered Client Service Associate
Morgan Stanley · mumbai, India
client servicefinancial planningaccount managementcommunicationorganizational skillsteam collaborationexperienced
Job Description
Registered Client Service Associates enhance client relationships through effective communication and support. They assist with onboarding, account management, and financial planning while collaborating with Financial Advisors. The role requires strong organizational skills and knowledge of financial products.
Qualifications
Active Series 7 and Series 66 or Series 63 and Series 65; High School Diploma/Equivalency; College degree preferred.
Skills Required
- client service
- financial planning
- account management
- communication
- organizational skills
- team collaboration
Location
City: mumbai · Country: India