Registered Client Service Associate

Morgan Stanley UK

Bethesda, United States
Base: $34,320-$90,000/ yr.; bonus/equity: discreti...
Client relationship management
Processing client requests
Onboarding and maintaining client accounts
Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care

Job Summary

  • Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care.
  • Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model.
  • 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 X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees.

Matching Summary

Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care.

Salary

Base: $34,320-$90,000/ Yr.; Bonus/Equity: Discretionary incentive compensation award and business unit incentive compensation plan; Benefits: Medical, Prescription Drug, Dental, Vision, HSA, FSA, Life Insurance, Disability, PTO, Holidays, 401(k)

Skills & Requirements

Must-have

  • Client relationship management
  • Processing client requests
  • Onboarding and maintaining client accounts
  • Inputting orders
  • Financial planning support
  • Team collaboration

Nice-to-have

  • Elevated standard of care
  • Engaging and utilizing firm capabilities
  • Proactive participation in firm initiatives
  • Peer sharing and collaboration

Key Requirements

  • Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
  • Two or more years of industry experience
  • High School Diploma/Equivalency
  • College degree preferred

Work Rights

Not specified

Tailored Resume

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