Registered Client Service Associate**

Morgan Stanley

3.1

(71)

Atlanta, GA

#3245421

Position summary

s 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

QUALIFICATIONS

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

Morgan Stanley

EOE committed to diversifying its workforce.

M/F/D/V