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.
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.
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 enhancement
Processing client requests
Onboarding and maintaining client accounts
Inputting orders for clients
Preparing client meeting materials
Nice-to-have
Elevated standard of care
Engaging firm capabilities
Proactive participation in 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