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