- Cultivate and enhance new and existing client relationships through active communication with
- Identify and assist with Firm services and solutions that support clients' needs including banking
- Confirm authorization and authenticate client when processing requests
- Onboard and maintain client accounts, including collecting client information and required
- Input orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment options and
- Prepare financial plans, client reports, and other materials for client meetings
- Review and take appropriate action on client account alerts
- Partner with Financial Advisor(s) in developing a business plan and delivering against a client service
- Support the team's marketing strategy by maintaining marketing materials, including digital and
- Actively engage in available training and education programs - including firm strategic priorities,
- Perform administrative duties that support Financial Advisors in daily business practices, including
- Proactively participate in firm initiatives directed by local management
- Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial
- Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
- Two or more years of industry experience preferred
- High School Diploma/Equivalency
- College degree preferred
- 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,
- Business Service Office
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Registered Client Service Associate - Westport, United States - Morgan Stanley
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
information and documentation remains current
Mobile
handling estate needs as examples
OTHER
attend scheduled targeted/monthly field service professional and/or training calls
meetings, prepare travel & expense reports, and file & calendar maintenance
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
Reports to:
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.
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.