Registered Associate

POSITION SUMMARY:

Assist Financial Advisors with all the administrative and processing aspects of all sales.

DUTIES and RESPONSIBILITIES:
• Client contact including responding to client requests and client outreaches.
• Perform general clerical duties, such as handling telephones, client mailings and creating mailing lists.
• Create spreadsheets and other financial reports.
• Use Morgan Stanley systems.
• Increased client contact, including addressing their inquiries.

Qualifications
Education and/or Experience
• 2 or more years of industry experience preferred.
• High School Diploma/Equivalency.

Licenses
• Active Series 7 and 66 (or 63 and 65).

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. Ability to prioritize tasks and meet deadlines.
• Strong industry, product, and branch procedures knowledge.

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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