Senior Registered Client Service Associate at Morgan Stanley

Cincinnati, Ohio, United States -

Full Time

Start Date

Immediate

Expiry Date

18 Feb, 26

Salary

0.0

Posted On

20 Nov, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Support, Series 7, Series 66, Series 63, Series 65, Financial Services Products, Detail Oriented, Organizational Skills, Microsoft Office, Team Player, Collaboration, Fast-Paced Environment, Adaptability, Multitasking, Goal Oriented, Self-Motivated

Industry

Financial Services

Description

CLIENT SUPPORT High School Diploma/Equivalency Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) At least 5 years of industry experience required Demonstrated strong performance in current role for the prior 2 years, if applicable 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) 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 Reports to: Business Service Officer 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. 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 Senior Registered Client Service Associate will provide high-level client support and ensure client satisfaction. This role requires collaboration with team members and the ability to adapt to a fast-paced environment.