Registered Associate in Boston, Massachusetts For Sale

Registered Associate Position Number:xxxx19 Posting Date:xxxx Sep 7 Location:USA - MA - Boston Education:High School Diploma or Equivalent Position Category:Wealth Management Experience:Refer to Position Description Position Type:Full-Time Job Level:Non-Exempt Position Description Assist Financial Advisors with all the administrative and processing aspects of all sales. 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. Skills Required Knowledge, Skills, and Abilities 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. Experience 2 or more years of industry experience preferred.. Education High School Diploma/Equivalency. Licenses Active Series 7 and 63. 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 Smith Barney EOE committed to diversifying its workforce. M/F/D/V. 3/10 GP10-xxxx4P-N03/10
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