Top 16 Registered client associate Jobs in Menlo Park Ca

Client Service Associate
Morgan Stanley —Menlo Park, CA
- $34,320 - $90,000 a year
- Writing skills
- Mid-level
- Office
Business Development Associate
Morgan Stanley —Palo Alto, CA
- $75,000 - $125,000 a year
- Email
- 5 years
- Computer literacy
- Writing skills
6d
Registered Client Service Associate
Morgan Stanley —San Mateo, CA
- $34,320 - $90,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Financial Advisor
Edward Jones —Menlo Park, CA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Account Coordinator II
Corovan Corporation —San Jose, CA
- $24.00 - $28.10 an hour
- Overtime
- Bachelor of Science
- Writing skills
- English
Quick Apply
Client Service Associate
Beacon Pointe Advisors LLC —San Jose, CA
- $60,000 - $70,000 a year
- Office
- Analysis skills
- 2 years
Wealth Management Associate
Morgan Stanley —Los Gatos, CA
- $75,000 - $125,000 a year
- Email
- 5 years
- Computer literacy
- Writing skills
8d
Registered Client Service Associate - Ameriprise Financial Advisors - San Jose, CA
Ameriprise Financial —San Jose, CA
- $32.21 - $44.27 an hour
- Full-time
- Research
- Office
- 3 years
- Dental insurance
- 401(k)
Senior Associate - Wealth Planning Specialist
ASPIRIANT LLC —Mountain View, CA
- $85,000 - $110,000 a year
- Full-time
- Hybrid work
- Office
- 3 years
- Finance
- Health insurance
- 401(k) matching
Quick Apply
J.P. Morgan Wealth Management - Private Client Investment Associate - Santa Clara, CA
JPMorganChase —Santa Clara, CA
- $28.85 - $39.90 an hour
- Full-time
- Office
- Senior level
- Marketing
- Health insurance
- Tuition reimbursement

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Business Development Associate
Morgan Stanley —Palo Alto, CA
Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team,…
$75,000 - $125,000 a year
6d
Business Development Associate
Maxta, Inc. —Silicon Valley, CA
Bachelor's degree in Business, International Relations, or related field. Proficiency with Google Workspace, CRM tools, presentation software.
$70,000 - $100,000 a year

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Financial Advisor
Edward Jones —Westerville, OH
As a financial advisor with Edward Jones, you’ll develop and grow your own practice, supported by your branch team, a home-office team and other regional…
$45,000 - $100,000 a year
19h
Registered Branch Associate
Edward Jones —Columbus, OH
Complete required CE training to ensure license(s) are in good standing. Research portfolio performance, cost/fees, asset allocation, changes to portfolio…

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Client Service Associate

Morgan Stanley -
Menlo Park, CA

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Job Details

$34,320 - $90,000 a year

Qualifications

Series 7
Securities Industry Essentials
Experience practicing in the securities industry

Full Job Description

Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients.

We are seeking both Registered and Non-Registered Client Services Associates for our branches.

DUTIES and RESPONSIBILITIES:

CLIENT SUPPORT

Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current
Identify and assist with Firm services and solutions that support clients’ needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile
Confirm authorization and authenticate client when processing requests
Onboard and maintain client accounts, including collecting client information and required documentation, processing money movement transactions as an example
Review and take appropriate action on client account alerts

OTHER

Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model
Support the team’s marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
Actively engage in available training and education programs – including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls
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
Proactively participate in firm initiatives directed by local management
Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors

Additional responsibilities and requirements for a Registered Client Service Associate

Input orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment options and corporate actions with clients at the direction of Financial Advisors
Prepare financial plans, client reports, and other materials for client meetings
Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Two or more years of industry experience preferred
Strong industry, product, and branch procedures knowledge
Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts

Qualifications - External

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Education and/or Experience

High School Diploma/Equivalency
College degree preferred
Industry experience is a plus
Currently hold or willingness to obtain SIE, Series 7 and 66 (or 63 and 65)

Knowledge/Skills

Strong computer skills and knowledge of Microsoft Office products
Exceptional writing, interpersonal and client service skills
Detail orientated with superior organizational skills and ability to prioritize tasks
Team player with the ability to collaborate with others
Ability to work in a fast-paced, evolving environment
Goal oriented, self-motivated and results driven

Reports to:

Business Service Manager

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-officesinto your browser.

Expected base pay rates for the role will be between $34,320 and $90,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

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Refine Your Search

registered client associate jobs in menlo park ca

Client Service Associate

Business Development Associate

Registered Client Service Associate

Financial Advisor

Account Coordinator II

Client Service Associate

Wealth Management Associate

Registered Client Service Associate - Ameriprise Financial Advisors - San Jose, CA

Senior Associate - Wealth Planning Specialist

J.P. Morgan Wealth Management - Private Client Investment Associate - Santa Clara, CA

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