Registered Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care
Job Summary
Registered Client Service Associates 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 proud to support its employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry.
Matching Summary
Registered Client Service Associates 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 for clients
Financial plan preparation
Client account alerts review
Nice-to-have
Elevated standard of care
Engaging and utilizing firm capabilities
Team collaboration and peer sharing
Adaptability to evolving environment
Proactive participation in firm initiatives
Key Requirements
Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)