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Morgan Stanley
Morgan Stanley
H1B Visa SponsorConsultingFinanceFintech
Morgan Stanley is a global financial services firm whose teams work across wealth management, investment banking, capital markets, sales and trading, research, and investment management. Founded in 1935, the company advises individuals, institutions, and governments on raising, managing, and distributing capital. Its professional work also includes investment solutions, market analysis, sustainable investing, and efforts to support diversity across the organization.
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Registered Client Service Associate - Morgan Stanley, Durango, CO

Supports Morgan Stanley financial advisors with client accounts, transactions, onboarding, and service requests. This full-time, onsite role also provides administrative and in-office coordination.

USUnited StatesCOColorado
$35,000 – $75,000 / year
On-siteFull-timeJuniorMiddleNo degree requiredEnglish RequiredClient ServicesClient Services Representative

Description

  • Support Financial Advisor teams with client service coverage
  • Build and strengthen relationships with new and existing clients
  • Process client- or Financial Advisor-requested money movement transactions
  • Respond to general non-investment account inquiries and provide balances and stock positions
  • Enter client profile data and pre-populate account documents in a clerical capacity
  • Guide clients through or enroll them in digital tools including MSOnline, eSign, and eAuthorization
  • Onboard and maintain client accounts by gathering client information and required documentation
  • Provide clients with account details, including investment objectives and risk tolerance
  • Accept unsolicited orders and enter solicited orders clerically under the direction of the Financial Advisor team
  • Contribute to the Financial Advisor teams’ marketing strategy, including website upkeep
  • Help Financial Advisor teams execute their business plans and client service models
  • Remain informed about policies, procedures, and newly introduced platforms
  • Take part in firm initiatives, training and education programs, special projects, and other assignments from local management
  • Handle inbound service calls and place outbound calls about service requests
  • Maintain calendars and coordinate meetings or events, including agendas, materials, and Zoom invitations
  • Prepare travel itineraries and expense reports and oversee reimbursement
  • Handle routine in-office tasks such as copying, filing, and scanning
  • Report to the Business Service Officer

Requirements

  • High school diploma or equivalent
  • Active Series 7 (GS), plus Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) licenses
  • Knowledge of financial services products such as equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
  • Advanced proficiency with Microsoft Office, including Word, Excel, Outlook, and PowerPoint
  • Strong attention to detail, organizational ability, and prioritization skills
  • Outstanding writing, interpersonal, and client service capabilities
  • Effective time management skills
  • Ability to work collaboratively
  • Comfort working in a fast-paced, changing environment
  • Ability to adapt and manage multiple tasks
  • Legal authorization to work in the United States
  • Must not require employment visa sponsorship now or in the future
  • College degree preferred
  • Two or more years of industry experience preferred

Benefits

  • May qualify for an annual discretionary incentive compensation award
  • Access to the applicable business unit incentive compensation plan, which may include a discretionary bonus
  • Medical insurance
  • Prescription drug coverage
  • Dental insurance
  • Vision insurance
  • Health Savings Account
  • Dependent Day Care Savings Account
  • Life insurance
  • Disability and other insurance plans
  • Paid time off, including sick leave in accordance with state and local law
  • Parental leave
  • 10 vacation days per year
  • 10 paid holidays
  • 401(k) plan
  • Short- and long-term disability coverage
  • Additional special perks reserved for employees
  • Opportunities for internal mobility across the business

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