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    Private Wealth Management Registered Client Service Associate - Seattle, United States - Morgan Stanley

    Morgan Stanley
    Morgan Stanley Seattle, United States

    3 weeks ago

    Default job background
    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

    Salary range for the position:
    $35,000 - $85,000 per year The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 10 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit to learn more about our benefit offerings.


    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).

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