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Registered Associate

Company: Morgan Stanley
Location: Potomac
Posted on: May 2, 2021

Job Description:

POSITION SUMMARY:The Registered Associate enhances the client experience by providing exceptional client service, supporting Branch functions as needed, assisting in safeguarding client assets, and serving as administrative and operational support to Financial Advisors. The Registered Associate is responsible for understanding firm policies, procedures and digital capabilities that will allow them to interact with Financial Advisor teams as well as new and existing clients. In order to perform daily business activities, the Registered Associate is required to have active Series 7 and 66 (or 63 and 65) Licenses.DUTIES and RESPONSIBILITIES:Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date Conduct outreach to maintain strong relationships with client base and identify Firm services and solutions, such as digital, online access and cash management offerings, that support clients' needsOnboard new client accounts, which includes the collection of required documentation and client informationSupport the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminarsPrepare financial reports, spreadsheets, and other materials for client meetingsRegularly seek opportunities to use firm resources for peer sharing and collaborating with Financial AdvisorsProactively participate in firm initiatives directed by local management Actively engage in available training and education programs to maintain current status on policies, procedures and risk awareness Input orders on behalf of Financial Advisor 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 Qualifications:EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:Education and/or Experience Active Series 7, 63 and 65 or Series 7 and 66 Two or more years of industry experience preferredHigh School Diploma/EquivalencyCollege degree preferredKnowledge/SkillsStrong industry, product, and branch procedures knowledgeDetail oriented with superior organizational skills and ability to prioritize tasksExceptional writing, interpersonal and client service skillsStrong computer skills and knowledge of Microsoft Office productsTeam player with the ability to collaborate with others Ability to work in a fast-paced, evolving environmentReports To:Complex Business Service Officer or Business Service ManagerMorgan Stanley EOE committed to diversifying its workforce. M/F/D/V

Keywords: Morgan Stanley, Potomac , Registered Associate, Other , Potomac, Maryland

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