Registered Associate job – Morgan Stanley – Austin, TX

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

E

ducation and/or Experience

  • 2 or more years of industry experience preferred.
  • High School Diploma/Equivalency.

Li

ce

n

ses

  • 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.

Ot

her 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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One of the world’s top investment banks, Morgan Stanley serves up a smorgasbord of financial services. The company operates in three primary…

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A Computer Programmer whose articles got mentions from the likes of The New York Times, Kissmetrics and AllTopStories. He writes articles, novels and poems; spends most of his time reading everything he could get his hands on. He is currently pursuing his Masters from The University of Illinois and holds a Bachelors in Electronics Engineering from the University of California. He is a programmer, a motivational writer and speaker.

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