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 diversifying its workforce and ensuring equal employment opportunity without discrimination or harassment.
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
Registered Client Service Associate
Client support and engagement
Processing client requests
Onboarding and maintaining client accounts
Inputting orders for clients
Nice-to-have
Elevated standard of care
Engaging with firm capabilities
Team player and collaborator
Goal oriented and self-motivated
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 preferred