Client Service Associate

Morgan Stanley UK

New York, United States
Base: $34,320 - $90,000; bonus/equity: commission ...
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.
  • 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.

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

  • client relationship management
  • processing client requests
  • onboarding and maintaining client accounts
  • inputting orders
  • preparing client meeting materials
  • supporting financial advisors

Nice-to-have

  • elevated standard of care
  • engaging and utilizing firm capabilities
  • proactive participation in firm initiatives
  • peer sharing and collaboration

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
  • High School Diploma/Equivalency
  • College degree preferred

Work Rights

Not specified

Tailored Resume

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