Morgan Stanley · 7 hours ago
Registered Client Service Associate - Gilbert, AZ
Gilbert, AZ
Full-time
Onsite
New Grad, Entry LevelMorgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. They are seeking a Registered Client Service Associate to provide industry-leading service to institutional and retail clients, enhancing the client experience and assisting clients in managing their finances.
Asset ManagementFinanceFinancial ServicesLending
Responsibilities
Manage daily volume of inbound calls and emails from participants, providing world-class customer service to both internal and external clients in all interactions
Strengthen and enhance existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date to ultimately help clients grow and flourish
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’ needs
Identify opportunities to deepen existing relationships through a referral-based model; balance efficient issue resolution with discovery conversations to identify opportunities for deepening client relationships
Engage with participants to introduce value add wealth and liquidity solutions where appropriate
Process and follow-up on service requests to ensure execution in a timely manner
Apply Firm verification policies and procedures for all clients to avoid identity theft and fraudulent activity
Recognize and mitigate risk, ensure a deep understanding of and adherence to all policies and procedures; uphold requirements of the Quality Assurance guidelines
Place unsolicited trades for participants and clients of the Firm
Other duties as assigned
Qualification
Required
High School Diploma/Equivalency
Securities Industry Essential (SIE) OR ability to pass SIE exam 2 weeks prior to start date
Obtain Series 7 and 66 or ability to obtain, paid for by Morgan Stanley, within 120 days of hire
Exceptional interpersonal and client service skills
A passion for understanding participants' financial needs in an objective manner and seamlessly deliver the full value of the firm
Ability to handle a high volume of requests in a fast-paced environment
Benefits
Paid time off
Savings programs
Health care
Insurance plans
Student loan refinancing
Fitness subsidy
401(k) offering with competitive firm matching
Morgan Stanley Employee Stock Purchase Program
Company
Morgan Stanley
Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
Founded in 1935
10001+ employees
H1B Sponsorship
Morgan Stanley has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (222)
2024 (195)
2023 (173)
2022 (153)
2021 (165)
2020 (173)
Funding
Current Stage
Public CompanyTotal Funding
unknown1997-02-05IPO
Leadership Team
James Gorman
Chairman and CEO
Ted Pick
Chief Executive Officer (CEO)
Recent News
2026-01-14
Crowdfund Insider
2026-01-14
Company data provided by crunchbase