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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.
$35,000 - $85,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model. Portfolio Associates help shape the future of service by modernizing the client.
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Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client.
$35,000 - $85,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Position Overview:As a Registered Client Service Associate, you will provide industry leading service to Morgan Stanley institutional client participants and retail clients to enhance the client experience, assist in safeguarding client assets, and provide support and guidance to clients on their financial journey.
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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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Exceptional writing, interpersonal and client service skills. 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.
$54,200 - $72,700 a yearFull-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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As a Registered Client Service Associate , you will provide industry leading service to Morgan Stanley institutional client participants and retail clients to enhance the client experience, assist in safeguarding client assets, and provide support and guidance to clients on their financial journey.
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Registered Client Service Associate. 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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Senior Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. 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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POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care.
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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.
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This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients.
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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.
$35,000 - $85,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance.
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We want to be the first choice for prospective employees. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients.
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Title: associate client service Company: Morgan Stanley in East-hartford, Connecticut
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