Registered Client Service Associate

Morgan Stanley UK

Walnut Creek, United States
Base: $34,320 - $90,000; bonus/equity: commission ...
On-site
Registered client service associate
Elevated standard of care
Modernizing the client experience
Morgan Stanley is seeking a Registered Client Service Associate (CSA) to enhance client relationships and support financial advisors through effective communication and service delivery. This role requires relevant industry experience and a deep understanding of financial products, with a focus on client service excellence

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.
  • This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients.

Matching Summary

Match Score: 85

Morgan Stanley is seeking a Registered Client Service Associate (CSA) to enhance client relationships and support financial advisors through effective communication and service delivery. This role requires relevant industry experience and a deep understanding of financial products, with a focus on client service excellence.

Salary

Base: $34,320 - $90,000; Bonus/Equity: commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages; Benefits: other Morgan Stanley sponsored benefit programs

Skills & Requirements

Must-have

  • Registered Client Service Associate
  • elevated standard of care
  • modernizing the client experience
  • delivering the full firm to clients
  • cultivate and enhance client relationships

Nice-to-have

  • strong industry knowledge
  • goal oriented and self-motivated
  • team player with collaboration skills
  • work in a fast-paced environment

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter