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Registered Client Service Associate at Morgan Stanley
Baltimore, Maryland, United States - Full Time
Skills Needed
Client Support, Communication, Financial Planning, Organizational Skills, Team Collaboration, Problem Solving, Attention To Detail, Client Relationship Management, Knowledge Of Financial Products, Administrative Support, Marketing Strategy, Training And Education, Risk Assessment, Technology Proficiency, Interpersonal Skills, Goal Orientation, Self Motivation
Specialization
Candidates must have active Series 7 and Series 66 or Series 63 and Series 65 licenses, along with two or more years of industry experience preferred. Strong interpersonal skills and knowledge of financial services products are essential.
Experience Required
Minimum 2 year(s)
Registered Client Service Associate at Morgan Stanley
Newtown Square, Pennsylvania, United States - Full Time
Skills Needed
Client Support, Financial Services, Detail Oriented, Organizational Skills, Microsoft Office, Team Player, Collaboration, Multitasking, Goal Oriented, Self Motivated, Results Driven
Specialization
Candidates should have a high school diploma and active Series 7 and Series 66 or Series 63 and Series 65 licenses. Two or more years of industry experience and knowledge of financial services products are preferred.
Experience Required
Minimum 2 year(s)
Registered Client Service Associate at Morgan Stanley
Palo Alto, California, United States - Full Time
Skills Needed
Client Support, Detail Oriented, Organizational Skills, Microsoft Office, Writing Skills, Interpersonal Skills, Client Service Skills, Time Management, Team Player, Adaptability, Multitasking, Goal Oriented, Self Motivated, Results Driven, Financial Services Knowledge, Industry Experience
Specialization
Candidates must have a High School Diploma or equivalent, with a college degree preferred. Active Series 7 and Series 66 or Series 63 and Series 65 licenses are required, along with two or more years of industry experience.
Experience Required
Minimum 2 year(s)
Registered Client Service Associate at Morgan Stanley
Garden City, New York, United States - Full Time
Skills Needed
Client Service, Interpersonal Skills, Organizational Skills, Microsoft Office, Time Management, Team Collaboration, Detail Oriented, Adaptability, Goal Oriented, Results Driven
Specialization
Candidates should have a high school diploma, with a college degree preferred, and must hold active Series 7 and Series 66 or Series 63 and Series 65 licenses. Two or more years of industry experience is preferred, along with strong interpersonal and organizational skills.
Experience Required
Minimum 2 year(s)
Registered Client Service Associate at Morgan Stanley
Northfield, New Jersey, United States - Full Time
Skills Needed
Client Support, Detail Oriented, Organizational Skills, Microsoft Office, Writing Skills, Interpersonal Skills, Client Service Skills, Time Management, Team Player, Adaptability, Multitasking, Goal Oriented, Self Motivated, Results Driven, Financial Services Knowledge, Industry Experience
Specialization
Candidates must have a High School Diploma or equivalent, with a college degree preferred. Active Series 7 and Series 66 or Series 63 and Series 65 licenses are required, along with two or more years of industry experience.
Experience Required
Minimum 2 year(s)
Registered Client Service Associate at Morgan Stanley
San Francisco, California, United States - Full Time
Skills Needed
Client Support, Detail Oriented, Organizational Skills, Microsoft Office, Writing Skills, Interpersonal Skills, Client Service Skills, Time Management, Team Player, Adaptability, Multitasking, Goal Oriented, Self Motivated, Results Driven
Specialization
A high school diploma is required, with a college degree preferred. Candidates must have active Series 7 and Series 66 or Series 63 and Series 65 licenses, along with two or more years of industry experience.
Experience Required
Minimum 2 year(s)
Registered Client Service Associate at Morgan Stanley
Birmingham, Alabama, United States - Full Time
Skills Needed
Client Support, Communication, Client Relationship Management, Account Management, Financial Planning, Report Preparation, Marketing Strategy, Administrative Support, Organizational Skills, Team Collaboration, Detail Oriented, Problem Solving, Financial Services Knowledge, Interpersonal Skills, Computer Skills, Microsoft Office
Specialization
Candidates should have active Series 7 and Series 66 or Series 63 and 65 licenses, along with two or more years of industry experience. A high school diploma is required, while a college degree is preferred.
Experience Required
Minimum 2 year(s)
Registered Client Service Associate at Morgan Stanley
Morristown, New Jersey, United States - Full Time
Skills Needed
Client Support, Detail Oriented, Organizational Skills, Microsoft Office, Writing Skills, Interpersonal Skills, Client Service Skills, Time Management, Team Player, Adaptability, Multitasking, Goal Oriented, Self Motivated, Results Driven
Specialization
Candidates should have a High School Diploma, with a college degree preferred, and must hold active Series 7 and Series 66 or Series 63 and Series 65 licenses. Two or more years of industry experience is preferred, along with knowledge of financial services products.
Experience Required
Minimum 2 year(s)
Registered Client Service Associate at Morgan Stanley
Dallas, Texas, United States - Full Time
Skills Needed
Client Support, Organizational Skills, Microsoft Office, Writing Skills, Interpersonal Skills, Client Service Skills, Time Management, Team Player, Detail Oriented, Financial Services Knowledge, Adaptability, Multitasking, Goal Oriented, Self Motivated, Results Driven
Specialization
Candidates should have a High School Diploma, with a college degree preferred, and must hold active Series 7 and Series 66 or Series 63 and Series 65 licenses. Two or more years of industry experience and knowledge of financial services products are preferred.
Experience Required
Minimum 2 year(s)
Registered Client Service Associate at Morgan Stanley
San Francisco, California, United States - Full Time
Skills Needed
Client Service, Interpersonal Skills, Organizational Skills, Microsoft Office, Time Management, Detail Oriented, Team Player, Adaptability, Multitasking, Goal Oriented, Self Motivated, Results Driven, Financial Services Knowledge, Communication Skills, Digital Tools Education, Clerical Support
Specialization
Candidates should have a high school diploma, with a college degree preferred, and must hold active Series 7 and Series 66 or Series 63 and Series 65 licenses. Two or more years of industry experience is preferred, along with strong interpersonal and organizational skills.
Experience Required
Minimum 2 year(s)
Registered Client Service Associate at Morgan Stanley
Atlanta, Georgia, United States - Full Time
Skills Needed
Client Support, Financial Services, Detail Oriented, Organizational Skills, Microsoft Office, Team Player, Collaboration, Multitasking, Goal Oriented, Self Motivated, Results Driven
Specialization
Candidates must have a high school diploma and active Series 7 and Series 66 or Series 63 and Series 65 licenses. Two or more years of industry experience is preferred, along with knowledge of financial products.
Experience Required
Minimum 2 year(s)
Registered Client Service Associate at Morgan Stanley
Fort Lauderdale, Florida, United States - Full Time
Skills Needed
Client Service, Interpersonal Skills, Organizational Skills, Microsoft Office, Time Management, Detail Oriented, Team Player, Adaptability, Multitasking, Goal Oriented, Self Motivated, Results Driven, Financial Services Knowledge, Communication Skills, Digital Tools Education, Clerical Support
Specialization
Candidates should have a high school diploma, with a college degree preferred, and must hold active Series 7 and Series 66 or Series 63 and Series 65 licenses. Two or more years of industry experience is preferred, along with strong interpersonal and organizational skills.
Experience Required
Minimum 2 year(s)
Registered Client Service Associate at Morgan Stanley
San Diego, California, United States - Full Time
Skills Needed
Client Service, Interpersonal Skills, Organizational Skills, Microsoft Office, Time Management, Team Player, Detail Oriented, Adaptable, Multitasking, Goal Oriented, Self Motivated, Results Driven, Financial Services Knowledge, Communication Skills, Clerical Skills, Digital Tools Education
Specialization
Candidates should have a high school diploma, with a college degree preferred, and must possess active Series 7 and Series 66 or Series 63 and Series 65 licenses. Two or more years of industry experience is preferred, along with strong interpersonal and organizational skills.
Experience Required
Minimum 2 year(s)
Registered Client Service Associate at Morgan Stanley
Whitpain Township, Pennsylvania, United States - Full Time
Skills Needed
Client Service, Interpersonal Skills, Organizational Skills, Microsoft Office, Time Management, Detail Oriented, Team Player, Adaptability, Goal Oriented, Financial Services Knowledge, Communication Skills, Clerical Skills, Digital Tools Education, Account Management, Marketing Support, Business Planning
Specialization
Candidates should have a high school diploma, with a college degree preferred, and must possess active Series 7 and Series 66 or Series 63 and 65 licenses. Two or more years of industry experience is preferred, along with strong interpersonal and organizational skills.
Experience Required
Minimum 2 year(s)
Food Service - Hospitality Associate at SSA Group, LLC
Houston, Texas, United States - Full Time
Skills Needed
Communication, Interpersonal Skills, Customer Service, Team Collaboration, Problem Solving, Attention To Detail, Hospitality, Flexibility, Positive Attitude, Approachability
Specialization
Candidates should have a minimum of 1 year of experience in hospitality or customer service. Strong communication skills and a positive, team-oriented attitude are essential.
Registered Client Service Associate at Morgan Stanley
Carlsbad, California, United States - Full Time
Skills Needed
Client Support, Organizational Skills, Microsoft Office, Writing Skills, Interpersonal Skills, Client Service Skills, Time Management, Team Player, Adaptability, Multitasking, Goal Oriented, Self Motivated, Results Driven, Financial Services Knowledge, Detail Oriented
Specialization
Candidates should have a High School Diploma, with a college degree preferred, and must possess active Series 7 and Series 66 or Series 63 and Series 65 licenses. Two or more years of industry experience and knowledge of financial services products are preferred.
Experience Required
Minimum 2 year(s)
Registered Client Service Associate at Morgan Stanley
Newport Beach, California, United States - Full Time
Skills Needed
Client Support, Organizational Skills, Microsoft Office, Interpersonal Skills, Time Management, Detail Oriented, Financial Services Knowledge, Team Player, Adaptability, Multitasking, Goal Oriented, Self Motivated, Results Driven, Exceptional Writing Skills
Specialization
Candidates should have a high school diploma, with a college degree preferred, and must hold active Series 7 and Series 66 or Series 63 and Series 65 licenses. Two or more years of industry experience and knowledge of financial services products are preferred.
Experience Required
Minimum 2 year(s)
Registered Client Service Associate at Morgan Stanley
Sacramento, California, United States - Full Time
Skills Needed
Client Service, Interpersonal Skills, Organizational Skills, Microsoft Office, Time Management, Detail Oriented, Team Player, Adaptability, Multitasking, Goal Oriented, Self Motivated, Results Driven, Financial Services Knowledge, Communication Skills, Clerical Skills, Digital Tools Education
Specialization
Candidates should have a high school diploma, with a college degree preferred, and must hold active Series 7 and Series 66 or Series 63 and Series 65 licenses. Two or more years of industry experience is preferred, along with strong knowledge of financial services products.
Experience Required
Minimum 2 year(s)
Registered Client Service Associate at Morgan Stanley
Dallas, Texas, United States - Full Time
Skills Needed
Client Service, Interpersonal Skills, Organizational Skills, Microsoft Office, Time Management, Detail Oriented, Team Player, Adaptability, Multitasking, Goal Oriented, Self Motivated, Results Driven, Financial Services Knowledge, Communication Skills, Digital Tools Education, Clerical Support
Specialization
Candidates should have a high school diploma, with a college degree preferred, and must hold active Series 7 and Series 66 or Series 63 and 65 licenses. Two or more years of industry experience is preferred, along with strong organizational and interpersonal skills.
Experience Required
Minimum 2 year(s)
Registered Client Service Associate at Morgan Stanley
Los Angeles, California, United States - Full Time
Skills Needed
Client Support, Organizational Skills, Microsoft Office, Writing Skills, Interpersonal Skills, Time Management, Team Player, Detail Oriented, Financial Services Knowledge, Multitasking, Adaptability, Goal Oriented, Self Motivated, Results Driven
Specialization
Candidates should have a High School Diploma, with a college degree preferred, and must hold active Series 7 and Series 66 or Series 63 and Series 65 licenses. Two or more years of industry experience and knowledge of financial services products are preferred.
Experience Required
Minimum 2 year(s)
Registered Client Service Associate at Morgan Stanley
Baltimore, Maryland, United States -
Full Time

Start Date

Immediate

Expiry Date

09 Mar, 26

Salary

90000.0

Posted On

09 Dec, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Client Support, Communication, Financial Planning, Organizational Skills, Team Collaboration, Problem Solving, Attention to Detail, Client Relationship Management, Knowledge of Financial Products, Administrative Support, Marketing Strategy, Training and Education, Risk Assessment, Technology Proficiency, Interpersonal Skills, Goal Orientation, Self-Motivation

Industry

Financial Services

Description
POSITION SUMMARY Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients. DUTIES and RESPONSIBILITIES CLIENT SUPPORT Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current Identify and assist with Firm services and solutions that support clients’ needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile Confirm authorization and authenticate client when processing requests Onboard and maintain client accounts, including collecting client information and required documentation, capturing and assessing risk, processing money movement transactions and handling estate needs as examples Input orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment options and corporate actions with clients at the direction of Financial Advisors Prepare financial plans, client reports, and other materials for client meetings Review and take appropriate action on client account alerts OTHER Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model Support the team’s marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars Actively engage in available training and education programs – including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance Proactively participate in firm initiatives directed by local management Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS Education and/or Experience Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Two or more years of industry experience preferred High School Diploma/Equivalency College degree preferred Knowledge/Skills Strong industry, product, and branch procedures knowledge Exceptional writing, interpersonal and client service skills Detail oriented with superior organizational skills and ability to prioritize tasks Strong computer skills and knowledge of Microsoft Office products Team player with the ability to collaborate with others Ability to work in a fast-paced, evolving environment Goal oriented, self-motivated and results driven Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts Reports To Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser. Salary range for the position: $34,320-$90,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Responsibilities
Registered Client Service Associates support client relationships through effective communication and processing client requests. They also assist Financial Advisors in developing business plans and preparing client materials.
Registered Client Service Associate at Morgan Stanley
Baltimore, Maryland, United States - Full Time
Skills Needed
Client Support, Communication, Financial Planning, Organizational Skills, Team Collaboration, Problem Solving, Attention To Detail, Client Relationship Management, Knowledge Of Financial Products, Administrative Support, Marketing Strategy, Training And Education, Risk Assessment, Technology Proficiency, Interpersonal Skills, Goal Orientation, Self Motivation
Specialization
Candidates must have active Series 7 and Series 66 or Series 63 and Series 65 licenses, along with two or more years of industry experience preferred. Strong interpersonal skills and knowledge of financial services products are essential.
Experience Required
Minimum 2 year(s)
Registered Client Service Associate at Morgan Stanley
Newtown Square, Pennsylvania, United States - Full Time
Skills Needed
Client Support, Financial Services, Detail Oriented, Organizational Skills, Microsoft Office, Team Player, Collaboration, Multitasking, Goal Oriented, Self Motivated, Results Driven
Specialization
Candidates should have a high school diploma and active Series 7 and Series 66 or Series 63 and Series 65 licenses. Two or more years of industry experience and knowledge of financial services products are preferred.
Experience Required
Minimum 2 year(s)
Registered Client Service Associate at Morgan Stanley
Palo Alto, California, United States - Full Time
Skills Needed
Client Support, Detail Oriented, Organizational Skills, Microsoft Office, Writing Skills, Interpersonal Skills, Client Service Skills, Time Management, Team Player, Adaptability, Multitasking, Goal Oriented, Self Motivated, Results Driven, Financial Services Knowledge, Industry Experience
Specialization
Candidates must have a High School Diploma or equivalent, with a college degree preferred. Active Series 7 and Series 66 or Series 63 and Series 65 licenses are required, along with two or more years of industry experience.
Experience Required
Minimum 2 year(s)
Registered Client Service Associate at Morgan Stanley
Garden City, New York, United States - Full Time
Skills Needed
Client Service, Interpersonal Skills, Organizational Skills, Microsoft Office, Time Management, Team Collaboration, Detail Oriented, Adaptability, Goal Oriented, Results Driven
Specialization
Candidates should have a high school diploma, with a college degree preferred, and must hold active Series 7 and Series 66 or Series 63 and Series 65 licenses. Two or more years of industry experience is preferred, along with strong interpersonal and organizational skills.
Experience Required
Minimum 2 year(s)
Registered Client Service Associate at Morgan Stanley
Northfield, New Jersey, United States - Full Time
Skills Needed
Client Support, Detail Oriented, Organizational Skills, Microsoft Office, Writing Skills, Interpersonal Skills, Client Service Skills, Time Management, Team Player, Adaptability, Multitasking, Goal Oriented, Self Motivated, Results Driven, Financial Services Knowledge, Industry Experience
Specialization
Candidates must have a High School Diploma or equivalent, with a college degree preferred. Active Series 7 and Series 66 or Series 63 and Series 65 licenses are required, along with two or more years of industry experience.
Experience Required
Minimum 2 year(s)
Registered Client Service Associate at Morgan Stanley
San Francisco, California, United States - Full Time
Skills Needed
Client Support, Detail Oriented, Organizational Skills, Microsoft Office, Writing Skills, Interpersonal Skills, Client Service Skills, Time Management, Team Player, Adaptability, Multitasking, Goal Oriented, Self Motivated, Results Driven
Specialization
A high school diploma is required, with a college degree preferred. Candidates must have active Series 7 and Series 66 or Series 63 and Series 65 licenses, along with two or more years of industry experience.
Experience Required
Minimum 2 year(s)
Registered Client Service Associate at Morgan Stanley
Birmingham, Alabama, United States - Full Time
Skills Needed
Client Support, Communication, Client Relationship Management, Account Management, Financial Planning, Report Preparation, Marketing Strategy, Administrative Support, Organizational Skills, Team Collaboration, Detail Oriented, Problem Solving, Financial Services Knowledge, Interpersonal Skills, Computer Skills, Microsoft Office
Specialization
Candidates should have active Series 7 and Series 66 or Series 63 and 65 licenses, along with two or more years of industry experience. A high school diploma is required, while a college degree is preferred.
Experience Required
Minimum 2 year(s)
Registered Client Service Associate at Morgan Stanley
Morristown, New Jersey, United States - Full Time
Skills Needed
Client Support, Detail Oriented, Organizational Skills, Microsoft Office, Writing Skills, Interpersonal Skills, Client Service Skills, Time Management, Team Player, Adaptability, Multitasking, Goal Oriented, Self Motivated, Results Driven
Specialization
Candidates should have a High School Diploma, with a college degree preferred, and must hold active Series 7 and Series 66 or Series 63 and Series 65 licenses. Two or more years of industry experience is preferred, along with knowledge of financial services products.
Experience Required
Minimum 2 year(s)
Registered Client Service Associate at Morgan Stanley
Dallas, Texas, United States - Full Time
Skills Needed
Client Support, Organizational Skills, Microsoft Office, Writing Skills, Interpersonal Skills, Client Service Skills, Time Management, Team Player, Detail Oriented, Financial Services Knowledge, Adaptability, Multitasking, Goal Oriented, Self Motivated, Results Driven
Specialization
Candidates should have a High School Diploma, with a college degree preferred, and must hold active Series 7 and Series 66 or Series 63 and Series 65 licenses. Two or more years of industry experience and knowledge of financial services products are preferred.
Experience Required
Minimum 2 year(s)
Registered Client Service Associate at Morgan Stanley
San Francisco, California, United States - Full Time
Skills Needed
Client Service, Interpersonal Skills, Organizational Skills, Microsoft Office, Time Management, Detail Oriented, Team Player, Adaptability, Multitasking, Goal Oriented, Self Motivated, Results Driven, Financial Services Knowledge, Communication Skills, Digital Tools Education, Clerical Support
Specialization
Candidates should have a high school diploma, with a college degree preferred, and must hold active Series 7 and Series 66 or Series 63 and Series 65 licenses. Two or more years of industry experience is preferred, along with strong interpersonal and organizational skills.
Experience Required
Minimum 2 year(s)
Registered Client Service Associate at Morgan Stanley
Atlanta, Georgia, United States - Full Time
Skills Needed
Client Support, Financial Services, Detail Oriented, Organizational Skills, Microsoft Office, Team Player, Collaboration, Multitasking, Goal Oriented, Self Motivated, Results Driven
Specialization
Candidates must have a high school diploma and active Series 7 and Series 66 or Series 63 and Series 65 licenses. Two or more years of industry experience is preferred, along with knowledge of financial products.
Experience Required
Minimum 2 year(s)
Registered Client Service Associate at Morgan Stanley
Fort Lauderdale, Florida, United States - Full Time
Skills Needed
Client Service, Interpersonal Skills, Organizational Skills, Microsoft Office, Time Management, Detail Oriented, Team Player, Adaptability, Multitasking, Goal Oriented, Self Motivated, Results Driven, Financial Services Knowledge, Communication Skills, Digital Tools Education, Clerical Support
Specialization
Candidates should have a high school diploma, with a college degree preferred, and must hold active Series 7 and Series 66 or Series 63 and Series 65 licenses. Two or more years of industry experience is preferred, along with strong interpersonal and organizational skills.
Experience Required
Minimum 2 year(s)
Registered Client Service Associate at Morgan Stanley
San Diego, California, United States - Full Time
Skills Needed
Client Service, Interpersonal Skills, Organizational Skills, Microsoft Office, Time Management, Team Player, Detail Oriented, Adaptable, Multitasking, Goal Oriented, Self Motivated, Results Driven, Financial Services Knowledge, Communication Skills, Clerical Skills, Digital Tools Education
Specialization
Candidates should have a high school diploma, with a college degree preferred, and must possess active Series 7 and Series 66 or Series 63 and Series 65 licenses. Two or more years of industry experience is preferred, along with strong interpersonal and organizational skills.
Experience Required
Minimum 2 year(s)
Registered Client Service Associate at Morgan Stanley
Whitpain Township, Pennsylvania, United States - Full Time
Skills Needed
Client Service, Interpersonal Skills, Organizational Skills, Microsoft Office, Time Management, Detail Oriented, Team Player, Adaptability, Goal Oriented, Financial Services Knowledge, Communication Skills, Clerical Skills, Digital Tools Education, Account Management, Marketing Support, Business Planning
Specialization
Candidates should have a high school diploma, with a college degree preferred, and must possess active Series 7 and Series 66 or Series 63 and 65 licenses. Two or more years of industry experience is preferred, along with strong interpersonal and organizational skills.
Experience Required
Minimum 2 year(s)
Food Service - Hospitality Associate at SSA Group, LLC
Houston, Texas, United States - Full Time
Skills Needed
Communication, Interpersonal Skills, Customer Service, Team Collaboration, Problem Solving, Attention To Detail, Hospitality, Flexibility, Positive Attitude, Approachability
Specialization
Candidates should have a minimum of 1 year of experience in hospitality or customer service. Strong communication skills and a positive, team-oriented attitude are essential.
Registered Client Service Associate at Morgan Stanley
Carlsbad, California, United States - Full Time
Skills Needed
Client Support, Organizational Skills, Microsoft Office, Writing Skills, Interpersonal Skills, Client Service Skills, Time Management, Team Player, Adaptability, Multitasking, Goal Oriented, Self Motivated, Results Driven, Financial Services Knowledge, Detail Oriented
Specialization
Candidates should have a High School Diploma, with a college degree preferred, and must possess active Series 7 and Series 66 or Series 63 and Series 65 licenses. Two or more years of industry experience and knowledge of financial services products are preferred.
Experience Required
Minimum 2 year(s)
Registered Client Service Associate at Morgan Stanley
Newport Beach, California, United States - Full Time
Skills Needed
Client Support, Organizational Skills, Microsoft Office, Interpersonal Skills, Time Management, Detail Oriented, Financial Services Knowledge, Team Player, Adaptability, Multitasking, Goal Oriented, Self Motivated, Results Driven, Exceptional Writing Skills
Specialization
Candidates should have a high school diploma, with a college degree preferred, and must hold active Series 7 and Series 66 or Series 63 and Series 65 licenses. Two or more years of industry experience and knowledge of financial services products are preferred.
Experience Required
Minimum 2 year(s)
Registered Client Service Associate at Morgan Stanley
Sacramento, California, United States - Full Time
Skills Needed
Client Service, Interpersonal Skills, Organizational Skills, Microsoft Office, Time Management, Detail Oriented, Team Player, Adaptability, Multitasking, Goal Oriented, Self Motivated, Results Driven, Financial Services Knowledge, Communication Skills, Clerical Skills, Digital Tools Education
Specialization
Candidates should have a high school diploma, with a college degree preferred, and must hold active Series 7 and Series 66 or Series 63 and Series 65 licenses. Two or more years of industry experience is preferred, along with strong knowledge of financial services products.
Experience Required
Minimum 2 year(s)
Registered Client Service Associate at Morgan Stanley
Dallas, Texas, United States - Full Time
Skills Needed
Client Service, Interpersonal Skills, Organizational Skills, Microsoft Office, Time Management, Detail Oriented, Team Player, Adaptability, Multitasking, Goal Oriented, Self Motivated, Results Driven, Financial Services Knowledge, Communication Skills, Digital Tools Education, Clerical Support
Specialization
Candidates should have a high school diploma, with a college degree preferred, and must hold active Series 7 and Series 66 or Series 63 and 65 licenses. Two or more years of industry experience is preferred, along with strong organizational and interpersonal skills.
Experience Required
Minimum 2 year(s)
Registered Client Service Associate at Morgan Stanley
Los Angeles, California, United States - Full Time
Skills Needed
Client Support, Organizational Skills, Microsoft Office, Writing Skills, Interpersonal Skills, Time Management, Team Player, Detail Oriented, Financial Services Knowledge, Multitasking, Adaptability, Goal Oriented, Self Motivated, Results Driven
Specialization
Candidates should have a High School Diploma, with a college degree preferred, and must hold active Series 7 and Series 66 or Series 63 and Series 65 licenses. Two or more years of industry experience and knowledge of financial services products are preferred.
Experience Required
Minimum 2 year(s)