Private Wealth Management International Registered Client Service Associate - Bilingual: Spanish/english
Morgan Stanley
Miami, United States
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.
The Registered CSA assists with the development and growth of business through engaging and utilizing the full capabilities of the firm.
Morgan Stanley is committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years.
Matching Summary
Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care.
Skills & Requirements
Must-have
Client relationship management
Processing client requests
Onboarding and maintaining client accounts
Inputting orders
Financial planning support
Marketing material maintenance
Nice-to-have
Elevated standard of care
Engaging and utilizing firm capabilities
Peer sharing and collaboration
Creative thinkers
Passion and grit
Key Requirements
Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)