Senior Registered Client Service Associate
Morgan Stanley · mumbai, India
client servicefinancial servicesmicrosoft officerelationship managementadministrative supportexperienced
Job Description
Senior Registered Client Service Associates provide exceptional service to clients and support Financial Advisors. Responsibilities include managing client accounts, executing transactions, and educating clients on digital tools. Strong interpersonal skills and industry experience are essential for success in this role.
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 services
- microsoft office
- relationship management
- administrative support
Location
City: mumbai · Country: India