Jesus Ramos
Registered Client Service Associate at Morgan Stanley
- Role
- Registered Client Service Associate at Morgan Stanley
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Jesus Ramos
As a Registered Client Service Associate at Morgan Stanley, I bring a strong commitment…
Experience
Registered Client Service Associate
May 2025 — Present · Houston, TX, US
As a Registered Client Service Associate at Morgan Stanley, I support Advisors in providing a top-tier client experience through personalized service and operational excellence. My responsibilities include:Assisting with client onboarding, account opening, and ongoing maintenanceManaging day-to-day administrative and operational tasks to ensure accuracy and complianceResponding to client inquiries and requests in a timely, professional mannerPreparing reports, presentations, and documentation to support client meetingsCollaborating with internal teams to resolve issues and streamline processesUpholding the highest standards of confidentiality, service quality, and regulatory adherence
Education
University of Houston-Downtown
Finance, General
2021
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