Private Wealth Management Registered Client Service Associate

Morgan Stanley UK

Boston, United States
Base: $31,200 - $90,000; bonus/equity: not specifi...
Client relationship management
Processing client requests
Onboarding and maintaining client accounts
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 committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years.

Matching Summary

Registered Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care.

Salary

Base: $31,200 - $90,000; Bonus/Equity: Not specified; 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 marketing strategy

Nice-to-have

  • elevated standard of care
  • engaging firm capabilities
  • delivering full firm to clients
  • collaborating with Financial Advisors
  • proactive participation in firm initiatives

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter