Registered Client Service Associate*
Company: Morgan Stanley
Location: Saint Petersburg
Posted on: May 26, 2023
Job Description:
POSITION 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.
DUTIES and RESPONSIBILITIES:
CLIENT SUPPORT
- Cultivate and enhance new and existing client relationships
through active communication with clients, processing client
requests, resolving inquiries, providing guidance and making sure
key information and documentation remains current
- Identify and assist with Firm services and solutions that
support clients' needs including banking products and services and
secure, digital offerings like Morgan Stanley Online and Morgan
Stanley Mobile
- Confirm authorization and authenticate client when processing
requests
- Onboard and maintain client accounts, including collecting
client information and required documentation, capturing and
assessing risk, processing money movement transactions and handling
estate needs as examples
- Input orders at the direction of clients and/or Financial
Advisor(s), discuss reinvestment options and corporate actions with
clients at the direction of Financial Advisors
- Prepare financial plans, client reports, and other materials
for client meetings
- Review and take appropriate action on client account alerts
OTHER
- Partner with Financial Advisor(s) in developing a business plan
and delivering against a client service model
- Support the team's marketing strategy by maintaining marketing
materials, including digital and social media platforms, and
planning client events and seminars
- Actively engage in available training and education programs -
including firm strategic priorities, professional development and
staying current on policies, procedures and new platforms and
attend scheduled targeted/monthly field service professional and/or
training calls
- Perform administrative duties that support Financial Advisors
in daily business practices, including but not limited to,
telephone coverage, business travel arrangements, coordination of
client meetings, prepare travel & expense reports, and file &
calendar maintenance
- Proactively participate in firm initiatives directed by local
management
- Regularly seek opportunities to use firm resources for peer
sharing and collaborating with Financial Advisors
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
- 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 Knowledge/Skills
- Strong industry, product, and branch procedures
knowledge
- Exceptional writing, interpersonal and client service
skills
- Detail oriented with superior organizational skills and ability
to prioritize tasks
- Strong computer skills and knowledge of Microsoft Office
products
- Team player with the ability to collaborate with
others
- Ability to work in a fast-paced, evolving environment
- Goal oriented, self-motivated and results driven
- Knowledge of financial services products, including but not
limited to equities, bonds, options, mutual funds, annuities,
insurance, and managed accounts Reports To:
- Business Service Officer
Morgan Stanley's goal is to build and maintain a workforce that is
diverse in experience and background but uniform in reflecting our
standards of integrity and excellence. Consequently, our recruiting
efforts reflect our desire to attract and retain the best and
brightest from all talent pools. We want to be the first choice for
prospective employees.
It is the policy of the Firm to ensure equal employment opportunity
without discrimination or harassment on the basis of race, color,
religion, creed, age, sex, sex stereotype, gender, gender identity
or expression, transgender, sexual orientation, national origin,
citizenship, disability, marital and civil partnership/union
status, pregnancy, veteran or military service status, genetic
information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to
diversifying its workforce (M/F/Disability/Vet).
Job: *Wealth Management
Title: Registered Client Service Associate*
Location: Florida-St Petersburg
Requisition ID: 3227985
Keywords: Morgan Stanley, St. Petersburg , Registered Client Service Associate*, Other , Saint Petersburg, Florida
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