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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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Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). 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 Today - UpvoteDownvoteShare Job
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Private Wealth Management Registered Client Service Associate. Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model.
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Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. 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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Registered Client Service Associate. Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client. Exceptional writing, interpersonal and client service skills.
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Support the team’s marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars. 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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Expected base pay rates for the role will be between $54,200.00 and $72,700.00 per year at the commencement of employment. EMPLOYMENT TYPE: Full Time. 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 Today - 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.
$35,000 - $85,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Client Service Associate. 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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Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current.
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Business Service OfficerExpected base pay rates for the role will be between $35,000 and $85,000 per year at the commencement of employment. Registered Client Service Associates (CSAs) help shape the future of service by modernizing the clientexperience through an elevated standard of care.
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Prepare financial plans, client reports, and other materials for client meetings. Confirm authorization and authenticate client when processing requests. Review and take appropriate action on client account alerts.
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Business Service Officer. Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) We want to be the first choice for prospective employees. 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.
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Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors. Detail oriented with superior organizational skills and ability to prioritize tasks. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence.
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Growth of business through engaging and utilizing the full capabilities of the firm. The Registered CSA assists with the development and. Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.
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equal employment jobs Title: associate client service Company: Morgan Stanley in East-hartford, Connecticut
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