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It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
$85,000 a yearFull-timeExpandApply NowActive JobUpdated 21 days ago - UpvoteDownvoteShare Job
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Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis.
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Assist FAs / PWAs/ teams in delivering against their business plan and client service model. Exceptional writing, interpersonal and client service skills. Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team.
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Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Executing money movement transactions at the request of the client and/or FA/PWA.
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Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model. Expected base pay rates for the role will be between $54,200.00 and $72,700.00 per year at the commencement of employment.
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Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client. Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile.
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Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 10 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees.
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Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed) Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA/team.
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Executing money movement transactions at the request of the client and/or FA/PWA/team. Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit.
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Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.
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The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. 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.
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Client Service Associate. Client Service Associate. We want to be the first choice for prospective employees. The Registered CSA assists with the development andgrowth of business through engaging and utilizing the full capabilities of the firm.
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Registered Client Service Associate. Registered Client Service Associate. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools.
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Through regular interactions with clients, individuals in this role build trusted relationships.
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Through regular interactions with clients, individuals in this role build trusted relationships.
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equal employment jobs Title: client service Company: Morgan Stanley
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