Registered Client Service Associate
Morgan Stanley · mumbai, India
client supportfinancial planningrelationship managementbanking productsmicrosoft officeorganizational skillsexperienced
Job Description
Registered Client Service Associates enhance client relationships through effective communication and support. They assist with onboarding clients, processing requests, and preparing financial plans. This role requires strong organizational skills and knowledge of financial services products.
Qualifications
Active Series 7 and Series 66 or Series 63 and Series 65. High School Diploma required; college degree preferred.
Skills Required
- client support
- financial planning
- relationship management
- banking products
- microsoft office
- organizational skills
Location
City: mumbai · Country: India