Senior Registered Associate

Morgan Stanley

Posting Date

Nov 14, 2017

Primary Location

Americas-United States of America-Massachusetts-Boston

Job

Wealth Management Full Time Non-Exempt

Description

POSITION SUMMARY:
 
Assist Financial Advisors in all phases of financial service while promoting client satisfaction by responding in a timely manner to Financial Advisor and client requests.
 
DUTIES and RESPONSIBILITIES:
·       Assist branch operations with customer/client resolution. Facilitate trades in Financial Advisor’s absence.
·       Role model for Client Service Associates
·       Perform general clerical duties, such as handling the telephones.
·       Address and resolve client inquiries.
·       Conduct client outreach. Exposure to all product areas.
·       May participate in marketing campaign and seminars.

Qualifications

Education and/or Experience
·       High School Diploma/Equivalency.
·       5 or more years of industry experience preferred.
 
Skills
·       Excellent written and verbal communication skills.
·       Strong computer skills, including internet.
·       Working knowledge of Word, Excel and PowerPoint.
·       Superior interpersonal, organizational and client service skills.
·       Complete understanding of fee-based business.
 
Licenses and Registration
·       Active Series 7 and 66 (or 63 and 65).
 
Other Qualifications
·       Be authorized to work in the U.S. without restriction as to duration.
·       Pass a background check.
·       Pass any applicable pre-employment tests.
 
 
Morgan Stanley
EOE committed to diversifying its workforce.
M/F/D/V.
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Confirmed an hour ago. Posted 28 days ago.

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