Jacob Aaronson

Registered Client Service Associate at Morgan Stanley

Role: Registered Client Service Associate at Morgan Stanley
Location: Princeton, NJ, US
LinkedIn followers: 500 followers

Customer/Client ServiceView LinkedIn profile

Experience

Registered Client Service Associate
Morgan Stanley
Apr 2025 — Present · Princeton, NJ, US
Support FA/PWA teams in building and enhancing client relationships, executing money movement transactions, and answering general account-related inquiries.Assist in onboarding clients, maintaining client accounts, and educating them on digital tools Handle clerical tasks such as entering account documentation, profile information, and processing unsolicited or solicited orders as directed by the FA/PWA team.Contribute to the team’s marketing strategies, support business plans, stay updated on policies and procedures, and participate in firm initiatives and special projects.

Contact information

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Current company

Morgan Stanley

Financial Services · 10K employees · 1585 Broadway, New York, NY, 10036, US

Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With a 90-year history, Morgan Stanley today operates in 42 countries serving corporations, governments, institutions, families and individuals. Morgan Stanley is a talent business that demands ongoing investment in our people. Key drivers of our success have been the breadth and tenure of our talent, as well as a unique culture and a set of values that guide our employees. We view Morgan Stanley’s talent and culture as a key competitive advantage enabling the Firm to achieve its potential and drive future success. As an integrated firm with scaled capabilities, we partner with clients at every stage of their financial journey. Our ability to do so is grounded in four pillars that define Morgan Stanley: a clear and consistent strategy to help clients raise, manage and allocate capital; a culture grounded in rigor, humility and partnership; financial strength through capital, earnings power and durability; and growth driven by smart, strategic investment globally. These pillars enable Morgan Stanley to provide trusted advice, operate with resilience across market cycles and deliver long-term value to our clients and shareholders. Social Media Disclosures: mgstn.ly/SocialDisclosure

morganstanley.com

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