Senior Registered Client Associate
Morgan Stanley · mumbai, India
client servicefinancial productsmicrosoft officetime managementinterpersonal skillsexperienced
Job Description
Senior Registered Client Associates provide exceptional service to clients and support Financial Advisors on a daily basis. They build trusted relationships through regular interactions, assist with account management, and educate clients on digital tools. The role requires strong interpersonal skills and the ability to multitask in a fast-paced environment.
Qualifications
High School Diploma/Equivalency; College degree preferred; Active Series 7 and Series 66 or Series 63 and Series 65; At least 5 years of industry experience required.
Skills Required
- client service
- financial products
- microsoft office
- time management
- interpersonal skills
Location
City: mumbai · Country: India