Top 17 Registered client associate Jobs in Santa Clara, Ca

Business Development Associate
Morgan Stanley —Palo Alto, CA
- $75,000 - $125,000 a year
- Email
- 5 years
- Computer literacy
- Writing skills
Registered Client Service Associate
Morgan Stanley —Pleasanton, CA
- $75,000 - $110,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Wealth Management Associate
Morgan Stanley —Los Gatos, CA
- $75,000 - $125,000 a year
- Email
- 5 years
- Computer literacy
- Writing skills
Account Coordinator II
Corovan Corporation —San Jose, CA
- $24.00 - $28.10 an hour
- Overtime
- Bachelor of Science
- Writing skills
- English
Quick Apply
Financial Advisor
Edward Jones —Soquel, CA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor
Edward Jones —Scotts Valley, CA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor
Edward Jones —Los Altos, CA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor
Edward Jones —Menlo Park, CA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Client Service Associate
Morgan Stanley —Menlo Park, CA
- $34,320 - $90,000 a year
- Writing skills
- Mid-level
- Office
Senior Client Service Associate
Beacon Pointe Advisors LLC —Campbell, CA
- $75,000 - $85,000 a year
- Mid-level
- Office
- Finance
3d
Client Service Associate
Beacon Pointe Advisors LLC —San Jose, CA
- $60,000 - $70,000 a year
- Office
- Analysis skills
- 2 years
Private Wealth Management Senior Registered Client Service Associate
Morgan Stanley —Menlo Park, CA
- $35,152 - $90,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- 5 years
2d
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
Fast Track Insurance Partner
New York Life Insurance Company - Santa Clara General Office —Santa Clara, CA
- $120,000 a year
- Hybrid work
- Office
- Recruiting
- Entry level
- Tuition reimbursement
- Life insurance
Quick Apply
9d
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

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11d
Senior Private Banking Rel Manager - Menlo Park, CA
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Business Development Associate

Morgan Stanley -
Palo Alto, CA

Apply Now

Job Details

Full-time
$75,000 - $125,000 a year

Qualifications

Research
Series 7
Experience practicing in the securities industry

Full Job Description

Business Development Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As key members of the service team, through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and their focus will be on delivering an exceptional client experience. In supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will focus on assisting in all areas of service level business development including digital marketing, portfolio holdings and/or proposal tools and financial planning.

DUTIES and RESPONSIBILITIES:

Cultivating relationships with business partners and colleagues internally and externally
Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships through an exceptional client experience
Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings as well as tracking follow-ups
Assisting the FA/PWA/team in organizing around and executing against their business plan and strategies to support it, partnering closely with other market stakeholders such as Practice Strategy Consultants, Business Development Managers and Branch Management
At the direction of FA/PWA/team, executes against all clerical elements of digital and in-person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity
At the request of the client and/or FA/PWA/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients
At the request of the client and/or FA/PWA/team, assisting with research using firm-approved systems
At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens
Focusing with the FA/PWA/team and other business partners to optimize business practice efficiencies
Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning client accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity
Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management
Remaining current on all policies, procedures and new platforms

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Education and/or Experience

5+ years of work experience in a field relevant to the position required
Four-year college degree or professional certification preferred
Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
Additional product licenses may be required

Knowledge/Skills

Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
Technically proficient and quick learner of new and updated platforms
Detail oriented with superior organizational skills and ability to prioritize
Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications
Exceptional writing, interpersonal and client service skills
Strong time management skills
Team player with the ability to collaborate with others
Ability to work in a fast-paced, evolving environment
Adaptable and ability to multi-task
Goal oriented, self-motivated and results driven

Reports to:

Business Service Officer

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 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-offices into your browser.

Expected base pay rates for the role will be between $75,000 and $125,000 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 is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit : https://www.morganstanley.com/people-opportunities/eeo .

Apply Now

Refine Your Search

registered client associate jobs in santa clara, ca

Business Development Associate

Registered Client Service Associate

Wealth Management Associate

Account Coordinator II

Financial Advisor

Financial Advisor

Financial Advisor

Financial Advisor

Client Service Associate

Senior Client Service Associate

Client Service Associate

Private Wealth Management Senior Registered Client Service Associate

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

Fast Track Insurance Partner

Senior Associate - Wealth Planning Specialist

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