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Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabilities of the firm.
$35,000 - $85,000 a yearFull-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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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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The Morgan Stanley Virtual Client Solutions team is seeking a Client Service Associate in our Alpharetta, GA location to help provide exceptional client service and guidance, as well as serve as operational and sales support to both new and existing clients and Financial Advisor teams.
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Input orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment options and corporate actions with clients at the direction of Financial Advisors. Perform administrative duties that support Financial Advisors in daily business practices, includingbut not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance.
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Registered Client Service Associate. Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet.
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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.
$54,200 - $72,700 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Prepare financial plans, client reports, and other materials for client meetings. Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.
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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.
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Actively engage in available training and education programs – including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls.
$54,200 - $72,700 a yearFull-timeExpandApply NowActive JobUpdated 12 days ago - UpvoteDownvoteShare Job
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Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. Exceptional writing, interpersonal and client service skills.
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The Morgan Stanley Virtual Client Solutions team is seeking a Client Service Associate in our Gilbert location to help provide exceptional client service and guidance, as well as serve as operational and sales support to both new and existing clients and Financial Advisor teams.
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Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client. Business Service Officer. Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA.
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Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Support the team’s marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars.
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Onboard and maintain client accounts, including collecting client information and required documentation, capturing and assessing risk, processing money movement transactions and handling estate needs as examples.
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financial job Title: service associate Company: Morgan Stanley
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