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Registered Client Service Associate at Morgan Stanley
Sacramento, 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 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
Toms River, New Jersey, United States - Full Time
Skills Needed
Client Service, Interpersonal Skills, Organizational Skills, Microsoft Office, Time Management, Detail Oriented, Team Player, 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 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
The Villages, Florida, United States - Full Time
Skills Needed
Client Support, Communication, Client Relationships, Risk Assessment, Financial Planning, Organizational Skills, Team Collaboration, Detail Oriented, Interpersonal Skills, Microsoft Office, Client Service, Marketing Strategy, Administrative Duties, Financial Services Knowledge, Problem Solving, Self Motivated
Specialization
Candidates should have an active Series 7 and Series 66 or Series 63 and Series 65 licenses, with two or more years of industry experience preferred. A high school diploma is required, while a college degree is preferred, along with strong interpersonal and organizational skills.
Experience Required
Minimum 2 year(s)
Registered Client Service Associate at Morgan Stanley
Aventura, 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, Results Driven, Financial Services Knowledge, Communication Skills, Clerical Skills, Digital Tools Education, Marketing 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 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 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. They should possess 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)
Dining Services Associate - Per Diem at Covenant Living
, Tennessee, United States - Full Time
Skills Needed
Food Preparation, Meal Service, Sanitation Guidelines, Cleaning Duties, Communication, Dependability, Detail Oriented, Time Management, Food Safety, Compassion, Adaptability, Teamwork, Customer Service, Organizational Skills, Emergency Response, Cordiality
Specialization
A high school diploma is required along with a current Food Handler’s Permit. One year of food service experience is preferred, along with effective communication skills and the ability to follow safety practices.
Registered Client Service Associate at Morgan Stanley
Torrance, 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, 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
Roanoke, Virginia, United States - Full Time
Skills Needed
Client Service, Interpersonal Skills, Organizational Skills, Microsoft Office, Time Management, Detail Oriented, Team Player, Adaptability, Multitasking, Goal Oriented, Results Driven, Financial Services Knowledge, Communication Skills, Clerical Skills, Digital Tools Education, Marketing 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
Portland, Maine, 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 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 COMERICA BANK
Bloomfield Hills, Michigan, United States - Full Time
Skills Needed
Customer Focused, Teamwork, Planning, Organizational Skills, Effective Communication, Attention To Detail, Problem Solving, Multitasking
Specialization
Successful candidates should possess strong customer service skills and the ability to work independently while demonstrating teamwork. Attention to detail and problem-solving abilities are essential for this role.
Registered Client Service Associate at Morgan Stanley
New Orleans, Louisiana, 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)
Senior Associate, Investor Services at SS&C Technologies
Singapore, , Singapore - Full Time
Skills Needed
Client Management, Problem Solving, Investor Services, Financial Services, Hedge Funds, Private Equity, Anti Money Laundering, Kyc Procedures, Fatca Compliance, Microsoft Office, Communication Skills, Attention To Detail, Team Player, Deadline Oriented, Multi Tasking, Coaching, Training
Specialization
Candidates should have a Bachelor's Degree in Business Administration or a similar field and 2-4 years of experience in financial services. Knowledge of hedge funds, private equity, and compliance procedures is preferred.
Experience Required
Minimum 2 year(s)
Senior Associate, Investor Services at SS&C Technologies
New York, New York, United States - Full Time
Skills Needed
Client Interaction, Problem Solving, Project Initiatives, Investor Subscriptions, Coaching, Training, Leadership, Wire Transfer Instructions, Cash Processing, Reconciliations, Audit Support, Interdepartmental Communication, Attention To Detail, Multi Tasking, Microsoft Office, Communication Skills
Specialization
Candidates should have a Bachelor's Degree in Business Administration or a similar field, along with 2-4 years of experience in financial services. Knowledge of hedge funds, private equity, and compliance procedures is preferred.
Experience Required
Minimum 2 year(s)
Payment Services Associate/Collector at Kinetic Federal Credit Union
Columbus, Georgia, United States - Full Time
Skills Needed
Loan Collection, Delinquency Management, Overdraft Privilege Program, Financial Counseling, Collection Letters, Record Keeping, Transaction Research, Extension Processing, Due Date Requests, Payment Processing, Regulatory Compliance, Bsa/Aml, Glba, Safe Act, Regs B, Regs D
Specialization
Candidates must possess a high school diploma or equivalent, along with commensurate language, math, and reasoning skills, and are required to have a smartphone for company applications. Three years of experience in a related field is preferred, and the role demands high mental concentration and attention to detail for desk-based tasks.
Experience Required
Minimum 2 year(s)
Registered Client Service Associate at Morgan Stanley
Boulder, Colorado, 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, with a college degree preferred, and 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)
Service Associate, Full Time - Soho at BLOOMINGDALES COM LLC
New York, New York, United States - Full Time
Skills Needed
Interpersonal Skills, Communication, Resourcefulness, Teamwork, Adaptability, Technology Proficiency
Specialization
Candidates are encouraged to apply regardless of experience, but strong interpersonal skills and the ability to adapt to changing priorities are essential. A high school diploma or equivalent is preferred.
Registered Client Service Associate at Morgan Stanley
New York, New York, 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, Time Management, Goal Orientation, Self Motivation
Specialization
Candidates must have an active Series 7 and Series 66 or Series 63 and Series 65 licenses, with two or more years of industry experience preferred. 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
Scottsdale, Arizona, 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 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
Morristown, New Jersey, 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 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
Sarasota, Florida, 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, Multitasking, Adaptability, Goal Oriented, Self Motivated, Results Driven
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
Sacramento, California, United States -
Full Time


Start Date

Immediate

Expiry Date

11 Mar, 26

Salary

85000.0

Posted On

11 Dec, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

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

Industry

Financial Services

Description
CLIENT SUPPORT Assisting with general in-office support functions such as copying, filing and scanning documentation High School Diploma/Equivalency College degree preferred 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 Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts Detail orientated with superior organizational skills and ability to prioritize Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint) Exceptional writing, interpersonal and client service skills Strong time management skills Team player with the ability to collaborate with others Ability to work in a fast-paced, evolving environment Adaptable and ability to multitask Goal oriented, self-motivated and results driven 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. 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. Expected base pay rates for the role will be between $33,280.00 and $85,000.00 per year at the commencement of employment. 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.
Responsibilities
The Registered Client Service Associate will assist with general in-office support functions such as copying, filing, and scanning documentation. The role requires collaboration with team members and providing exceptional client service.
Registered Client Service Associate at Morgan Stanley
Sacramento, 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 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
Toms River, New Jersey, United States - Full Time
Skills Needed
Client Service, Interpersonal Skills, Organizational Skills, Microsoft Office, Time Management, Detail Oriented, Team Player, 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 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
The Villages, Florida, United States - Full Time
Skills Needed
Client Support, Communication, Client Relationships, Risk Assessment, Financial Planning, Organizational Skills, Team Collaboration, Detail Oriented, Interpersonal Skills, Microsoft Office, Client Service, Marketing Strategy, Administrative Duties, Financial Services Knowledge, Problem Solving, Self Motivated
Specialization
Candidates should have an active Series 7 and Series 66 or Series 63 and Series 65 licenses, with two or more years of industry experience preferred. A high school diploma is required, while a college degree is preferred, along with strong interpersonal and organizational skills.
Experience Required
Minimum 2 year(s)
Registered Client Service Associate at Morgan Stanley
Aventura, 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, Results Driven, Financial Services Knowledge, Communication Skills, Clerical Skills, Digital Tools Education, Marketing 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 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 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. They should possess 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)
Dining Services Associate - Per Diem at Covenant Living
, Tennessee, United States - Full Time
Skills Needed
Food Preparation, Meal Service, Sanitation Guidelines, Cleaning Duties, Communication, Dependability, Detail Oriented, Time Management, Food Safety, Compassion, Adaptability, Teamwork, Customer Service, Organizational Skills, Emergency Response, Cordiality
Specialization
A high school diploma is required along with a current Food Handler’s Permit. One year of food service experience is preferred, along with effective communication skills and the ability to follow safety practices.
Registered Client Service Associate at Morgan Stanley
Torrance, 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, 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
Roanoke, Virginia, United States - Full Time
Skills Needed
Client Service, Interpersonal Skills, Organizational Skills, Microsoft Office, Time Management, Detail Oriented, Team Player, Adaptability, Multitasking, Goal Oriented, Results Driven, Financial Services Knowledge, Communication Skills, Clerical Skills, Digital Tools Education, Marketing 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
Portland, Maine, 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 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 COMERICA BANK
Bloomfield Hills, Michigan, United States - Full Time
Skills Needed
Customer Focused, Teamwork, Planning, Organizational Skills, Effective Communication, Attention To Detail, Problem Solving, Multitasking
Specialization
Successful candidates should possess strong customer service skills and the ability to work independently while demonstrating teamwork. Attention to detail and problem-solving abilities are essential for this role.
Registered Client Service Associate at Morgan Stanley
New Orleans, Louisiana, 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)
Senior Associate, Investor Services at SS&C Technologies
Singapore, , Singapore - Full Time
Skills Needed
Client Management, Problem Solving, Investor Services, Financial Services, Hedge Funds, Private Equity, Anti Money Laundering, Kyc Procedures, Fatca Compliance, Microsoft Office, Communication Skills, Attention To Detail, Team Player, Deadline Oriented, Multi Tasking, Coaching, Training
Specialization
Candidates should have a Bachelor's Degree in Business Administration or a similar field and 2-4 years of experience in financial services. Knowledge of hedge funds, private equity, and compliance procedures is preferred.
Experience Required
Minimum 2 year(s)
Senior Associate, Investor Services at SS&C Technologies
New York, New York, United States - Full Time
Skills Needed
Client Interaction, Problem Solving, Project Initiatives, Investor Subscriptions, Coaching, Training, Leadership, Wire Transfer Instructions, Cash Processing, Reconciliations, Audit Support, Interdepartmental Communication, Attention To Detail, Multi Tasking, Microsoft Office, Communication Skills
Specialization
Candidates should have a Bachelor's Degree in Business Administration or a similar field, along with 2-4 years of experience in financial services. Knowledge of hedge funds, private equity, and compliance procedures is preferred.
Experience Required
Minimum 2 year(s)
Payment Services Associate/Collector at Kinetic Federal Credit Union
Columbus, Georgia, United States - Full Time
Skills Needed
Loan Collection, Delinquency Management, Overdraft Privilege Program, Financial Counseling, Collection Letters, Record Keeping, Transaction Research, Extension Processing, Due Date Requests, Payment Processing, Regulatory Compliance, Bsa/Aml, Glba, Safe Act, Regs B, Regs D
Specialization
Candidates must possess a high school diploma or equivalent, along with commensurate language, math, and reasoning skills, and are required to have a smartphone for company applications. Three years of experience in a related field is preferred, and the role demands high mental concentration and attention to detail for desk-based tasks.
Experience Required
Minimum 2 year(s)
Registered Client Service Associate at Morgan Stanley
Boulder, Colorado, 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, with a college degree preferred, and 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)
Service Associate, Full Time - Soho at BLOOMINGDALES COM LLC
New York, New York, United States - Full Time
Skills Needed
Interpersonal Skills, Communication, Resourcefulness, Teamwork, Adaptability, Technology Proficiency
Specialization
Candidates are encouraged to apply regardless of experience, but strong interpersonal skills and the ability to adapt to changing priorities are essential. A high school diploma or equivalent is preferred.
Registered Client Service Associate at Morgan Stanley
New York, New York, 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, Time Management, Goal Orientation, Self Motivation
Specialization
Candidates must have an active Series 7 and Series 66 or Series 63 and Series 65 licenses, with two or more years of industry experience preferred. 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
Scottsdale, Arizona, 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 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
Morristown, New Jersey, 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 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
Sarasota, Florida, 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, Multitasking, Adaptability, Goal Oriented, Self Motivated, Results Driven
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)
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