Talent.com
Registered Client Service Associate
Registered Client Service AssociateMorgan Stanley • Cincinnati, OH, US
Registered Client Service Associate

Registered Client Service Associate

Morgan Stanley • Cincinnati, OH, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Registered Client Service Associate

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) / Private Wealth Advisor(s) / teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.

Duties and Responsibilities : Client Support

  • Support the Financial Advisor / Private Wealth Advisor / team in cultivating and enhancing new and existing client relationships
  • Execute money movement transactions at the request of the client and / or Financial Advisor / Private Wealth Advisor / team
  • Answer general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit)
  • Enter profile information or pre-fill account documentation on client accounts and / or documents in a clerical capacity at the direction of the client and / or Financial Advisor / Private Wealth Advisor / team
  • Educate or enroll clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
  • Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and / or Financial Advisor / Private Wealth Advisor / team
  • Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance)
  • Accept or enter unsolicited orders and / or enter solicited orders in a clerical capacity at the direction of the Financial Advisor / Private Wealth Advisor / team
  • Support the Financial Advisors / Private Wealth Advisors / teams' marketing strategy (e.g., website maintenance)
  • Assist Financial Advisors / Private Wealth Advisors / teams in delivering against their business plan and client service model
  • Remaining current on all policies, procedures, and new platforms
  • Participate in firm initiatives (e.g., training or education programs), special projects and / or other duties directed by local management

Administrative Support

  • Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with Financial Advisors / Private Wealth Advisors / teams as needed)
  • Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
  • Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
  • Assisting with general in-office support functions such as copying, filing and scanning documentation
  • Preparing and submitting expense reports for processing at the direction of the Financial Advisor / Private Wealth Advisor

    • Education, Experience, Knowledge, and Skills : Education and / or Experience

  • 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 / Skills

  • 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

    • Reports to : Business Service Officer

    [job_alerts.create_a_job]

    Client Service Associate • Cincinnati, OH, US

    [internal_linking.similar_jobs]
    Client Service Associate

    Client Service Associate

    Jackson Hewitt • Hamilton, OH, US
    [job_card.full_time]
    We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relationships with clients, then look n...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Registered Dental Hygienist

    Registered Dental Hygienist

    Gotu • Harrison, OH, United States
    [job_card.permanent]
    Change the way you approach work by joining the dental staffing revolution! As a rapidly growing community, we are seeking qualified dental hygienists who want to work on their terms.By using the G...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Registered Nurse (RN) - Internal Float Pool - Dry Ridge

    Registered Nurse (RN) - Internal Float Pool - Dry Ridge

    Advocate Aurora • Crittenden, KY, United States
    [job_card.full_time] +1
    Registered Nurse (RN) - Internal Float Pool.Aurora St Lukes Medical Center - 2900 W Oklahoma Ave.Advocate Health offers a comprehensive suite of Total Rewards : benefits and well-being programs, com...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Associate Dentist

    Associate Dentist

    Affordable Dentures & Implants • Cincinnati, OH, United States
    [job_card.full_time]
    This is your opportunity to grow your career with the nation's largest network of implant providers! .As a dentist in our network, you not only change smiles. Our practices provide best-in-class den...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Associate Director, Client Services

    Associate Director, Client Services

    VirtualVocations • Cincinnati, Ohio, United States
    [job_card.temporary]
    A company is looking for an Associate Director, Client Services for a fixed-term contract.Key Responsibilities Manage client business aspects to provide superior service while maximizing growth a...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Associate Dentist- Highland Heights, KY

    Associate Dentist- Highland Heights, KY

    Clinical Magnet • Crescent Springs, KY, United States
    [job_card.permanent]
    Direct Hire Associate Dentist Role in Highland Heights, Kentucky.Clinical Magnet, a division of ICON Medical Network.Highland Heights, Kentucky! Only 10 min from Cincinnati, Ohio!.Join 2 Dentists i...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Registered Dental Hygienist

    Registered Dental Hygienist

    Dental Career Services Inc • Hamilton, OH, United States
    [job_card.full_time]
    Pediatric Registered Dental Hygienist (Full-Time or Part-Time).DOE, plus monthly production bonus.Our client is seeking a friendly and compassionate. Pediatric Registered Dental Hygienist (RDH).The ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Now Hiring : Remote Currency Trader in Cincinnati, OH | Full Time

    Now Hiring : Remote Currency Trader in Cincinnati, OH | Full Time

    Maverick Currencies • Cincinnati, OH
    [filters.remote]
    [job_card.full_time] +1
    Maverick Trading, is searching for entrepreneurially-minded, profit-driven people to be trained in the art and science of proprietary trading in its online crypto / foreign exchange trading division,...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Customer Service Associate

    Customer Service Associate

    Wawa, Inc. • Fairfield, OH, US
    [job_card.full_time]
    We believe we can make life a little better every day – one smile, hoagie, or experience at a time.And there’s one secret ingredient that truly sets Wawa apart : Our Associates.At Wawa, ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Client Service Support Rep

    Client Service Support Rep

    TurboTax • Hamilton, Ohio, US
    [job_card.full_time]
    Work from home with TurboTax Product Expert.Please read the information in this job post thoroughly to understand exactly what is expected of potential candidates. Get a $405 Certification bonus³.Wo...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Remote Spanish Bilingual Customer Service

    Remote Spanish Bilingual Customer Service

    Liveops • Hamilton, OH, United States
    [filters.remote]
    [job_card.full_time]
    Ready to take control of your career? Say hello to Liveops where flexibility, freedom and meaningful opportunities are just a click away. Liveops is searching for dynamic, Spanish-English&...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Registered Nurse - Hospice of Cincinnati - Field Team

    Registered Nurse - Hospice of Cincinnati - Field Team

    TriHealth • Hamilton, OH, United States
    [job_card.full_time]
    This position applies the nursing process in providing direct and indirect holistic care to patients and their families.The position also collaborates, in a collegial manner, with physicians and ot...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Accounts Payable Associate

    Accounts Payable Associate

    Mazak Corporation • Florence, KY, United States
    [job_card.full_time]
    Mazak Corporation is looking for an Accounts Payable Associate to join the Accounting team at our North American Headquarters in Florence, KY. The AP associate is responsible for processing and payi...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    General Dentist - Fairfield, Ohio

    General Dentist - Fairfield, Ohio

    Cincinnati Dental Service • Fairfield, OH, United States
    [job_card.full_time]
    General Dentist opportunity in Fairfield, Ohio.Cincinnati Dental Service- Fairfield- Mack ,.General Dentist to join our team. Cincinnati Dental Service- Fairfield- Mack.Heartland Dental supported of...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Mobile Associate - Retail Sales

    Mobile Associate - Retail Sales

    T-Mobile USA, Inc. • Dry Ridge, KY, United States
    [job_card.full_time] +1
    At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big love we give our customers. All team members receive a competitive base salary and compensation pack...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Registered Nurse- Stroke Recovery Physical Rehab 5N OBC

    Registered Nurse- Stroke Recovery Physical Rehab 5N OBC

    Metro Health • Hamilton, OH, United States
    [job_card.full_time]
    Location : MetroHealth Rehabilitation Institute- Old Brooklyn If you want to know about the requirements for this role, read on for all the relevant information. Shift : 3p-11 : 30p; rotating weekends, ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Associate Dentist

    Associate Dentist

    Creston Dental & Braces - a Benevis company • Forest Park, OH, United States
    [job_card.full_time]
    Work for a company that is truly making the world a happier place, one smile at a time! At Benevis, we create over a million smiles a year in the communities we serve and believe that every person ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Virtual Care Physician

    Virtual Care Physician

    QuickMD • Harrison, OH, United States
    [job_card.full_time]
    Join QuickMD, a leading telemedicine provider dedicated to delivering high-quality virtual care in 44 states.Since our inception in 2019, we've successfully facilitated over 100,000 patients in acc...[show_more]
    [last_updated.last_updated_30] • [promoted]