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.
At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered.
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 services products knowledge
Nice-to-have
Elevated standard of care
Engaging and utilizing firm capabilities
Team collaboration
Proactive participation in firm initiatives
Key Requirements
Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)