Registered Client Service Associate - Gilbert, AZ

About this role

Business Overview: Are you passionate about helping others reach their financial goals? Are you a self-starter looking to build your career in the financial sector? Are you a forward-thinker, skilled in creative-problem solving? If so, the Morgan Stanley Virtual Client Solutions team is seeking a Registered Client Service Associate in our Gilbert, AZ office to help effectively educate, service and lead clients in best managing their finances and making the most of their assets. Launch your career today as a Virtual Client Solutions Client Services Professional and gain your Series 7 and 66 licenses. Position Overview: As a Registered Client Service Associate, you will provide industry leading service to Morgan Stanley institutional client participants and retail clients to enhance the client experience, assist in safeguarding client assets, and provide support and guidance to clients on their financial journey

This is a phone-based role, and the service associate is responsible for understanding firm policies and digital tools to service and guide new and existing clients. The ideal candidate enjoys connecting with people and providing insights and assistance across the scope of Morgan Stanley’s products and solutions in a professional and efficient manner – all while staying up to date on both company products and services and broader trends in the industry. You will work closely with Morgan Stanley Financial Advisors on a collaborative team, providing you with various opportunities to learn and grow in your financial career

Our robust training program, paired with your passion for personal development and growth, will provide you the tools and knowledge you will need to be successful in this role. This training will also encompass providing you with training materials and paid study time for incumbents to obtain their Series 7 and 66 post hire to become fully registered. How Morgan Stanley Client Services Professionals Make an Impact: * Be an e

Apply for this role on Morgan Stanley’s official careers site.