- 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
- 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
- Support Financial Advisors and service client accounts based out of branches across a market via a remote work setup Qualifications
- 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
- 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
- Business Service Officer
-
Cashier - Service Associate Pt
3 days ago
Rite Aid Upper Darby, United StatesCompany · - Rite Aid · - Requisition · - JR032696 · - Last Updated · - Department · - Service Associate · **Job Locations**: · - Rite Aid Store South 69Th Street, Upper Darby, Pennsylvania, Job Description · **Service Associate**: · **Contribute to our mission to improve Health a ...
-
Client Service Associate
1 week ago
Stifel Dublin, United StatesSummary · The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with c ...
-
GUEST SERVICE ASSOCIATE
2 weeks ago
United Dairy Farmers Dublin, United StatesUnited Dairy Farmers Tuttle Crossing Blvd [Retail Associate / Team Member] As a Guest Service Associate at United Dairy Farmers, you'll: Greet Guests with a warm, authentic hello, and ensure store is prepared and ready for Guests at all times; Anticipate needs of Guests and provi ...
-
Customer Service Associate
1 week ago
Value City Furniture Dublin, United States** Customer Service Associate** · *Share by Email* Location: VCF TUTTLE CROSSING #164 At American Signature Inc., we believe everyone has the right to a well-furnished life. Every day, our customers embark upon their personal style journeyan adventure. To that purpose, we are co ...
-
GUEST SERVICE ASSOCIATE
2 weeks ago
United Dairy Farmers Dublin, United StatesUnited Dairy Farmers Muirfield Dr [Retail Associate / Team Member] As a Guest Service Associate at United Dairy Farmers, you'll: Greet Guests with a warm, authentic hello, and ensure store is prepared and ready for Guests at all times; Anticipate needs of Guests and provide assis ...
-
Patient Services Associate
1 day ago
Ohio State University Physicians, Inc. Dublin, United StatesOverview: · Looking to join and lead a dynamic team at Ohio State University Physicians where excellence meets compassion? · Who we are · With over 100 cutting-edge outpatient center locations, dedicated to providing exceptional patient care while fostering a collaborative wor ...
-
Registered Client Service Associate
5 days ago
Morgan Stanley Dublin, United States Full timePOSITION 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 th ...
-
Retail Customer Service Associate
2 weeks ago
FedEx Dublin, United StatesFedEx Sawmill Rd [Retail Associate / Team Member] As a Retail Customer Service Associate at FedEx, you'll: Follow instructions of supervisors and assist other team members in performing store functions; Assist in the training of store team members; Demonstrate consultative behavi ...
-
Sales & Customer Service Associate
1 week ago
Massage Envy Dublin, United StatesOverview · Where Better Careers BeginMassage Envy Dublin, 357 W Bridge Street, Dublin, Ohio 43017 · Do you have a passion for helping others? At the Massage Envy Dublin franchise, we support and inspire you to be your best while we work together to help clients feel their best. A ...
-
lead patient services associate
1 week ago
Ohio State University Physicians, Inc. Dublin, OH , USA, United StatesLooking to join and lead a dynamic team at Ohio State University Physicians where excellence meets compassion? · Who we are · With over 100 cutting-edge outpatient center locations, dedicated to providing exceptional patient care while fostering a collaborative work environment, ...
-
Lead Patient Services Associate
4 days ago
Ohio State University Physicians, Inc. Dublin, United StatesOverview: · Looking to join and lead a dynamic team at Ohio State University Physicians where excellence meets compassion? · Who we are · With over 100 cutting-edge outpatient center locations, dedicated to providing exceptional patient care while fostering a collaborative wor ...
-
Sales & Customer Service Associate
1 week ago
Massage Envy Dublin, United StatesOverview: · Where Better Careers Begin · Massage Envy Dublin, 357 W Bridge Street, Dublin, Ohio,43017 · Do you have a passion for helping others? At the Massage Envy Dublin franchise, we support and inspire you to be your best while we work together to help clients feel their ...
-
Patient Services Associate- Primary Care
6 days ago
Ohio State University Physicians, Inc. Dublin, United StatesOSUP Community Medical Group Employment · OSUP Community Medical Group operates primary and specialty care practices in central and regional areas within Ohio. As part of the buckeye community OSUP Community operates with the support of OSU Physicians Medical Group and Ohio Stat ...
-
Delivery Services Associate Product Manager
4 days ago
OCLC Dublin, United StatesDelivery Services Associate Product Manager page is loaded **Delivery Services Associate Product Manager** · **Delivery Services Associate Product Manager** · locationsDublin, OH time typeFull time posted onPosted 2 Days Ago job requisition idR ****You have a life. We like that ...
-
GUEST SERVICE ASSOCIATE
2 weeks ago
United Dairy Farmers Powell, United StatesUnited Dairy Farmers Sawmill Rd [Retail Associate / Team Member] As a Guest Service Associate at United Dairy Farmers, you'll: Greet Guests with a warm, authentic hello, and ensure store is prepared and ready for Guests at all times; Anticipate needs of Guests and provide assista ...
-
Superintendent - Fire Alarm
3 days ago
ORR Corporation Dublin, United States**FIRE ALARM SUPERINTENDENT** · **SUMMARY** · This is an opportunity to join a growing, dynamic and responsible company that fosters the development of our employees. We are seeking a Superintendent. Position will be based in the Northern California Dublin area. · This role will ...
-
Assistant Bakery Manager
6 days ago
Weis Markets Dublin, United States**Job ID**: · **JR9605** · **Job Category**: · **Store Operations** · **Career Area**: · **Store Management** · **Job Type**: · **Regular** · **Schedule**: · **Full time** · **Job Location**: · **431 Dublin Pike** · **Perkasie, PA ** · **Overview**: · Looking for a company that t ...
-
Sales Associates Ace East Dublin
2 days ago
Ace Hardware Of East Dublin East Dublin, United StatesAbout Ace Hardware of East Dublin · General Summary · The Sales Associate will assist in the receiving, stocking, pricing of all merchandise and help maintain a clean and orderly merchandise presentation and overall store cleanliness. · Essential Duties & Responsibilities · Inclu ...
-
Member Experience Associate
2 days ago
AAA Dublin, United StatesMember Experience Associate (Tuesday -Saturday Work Schedule) · We call our club's vision, mission, values, and supporting pillars "Our House" because they are the foundation for all that we do. We're working to transform AAA for the next century with a mission to create Members ...
-
Equipment Service Technician
1 week ago
Henry Schein Dublin, United StatesJOB OVERVIEW: · This position is responsible for providing repair service of equipment in the practitioner's office under the direction of a Lead Technician or Project Coordinator. Work closely with experienced technicians and supervisor to develop and improve customer service sk ...
Registered Client Service Associate - Dublin, United States - Morgan Stanley
Description
Registered Client Service AssociateJob Number:
Posting Date
:Apr 26, 2024Primary Location
:Americas-United States of America-Ohio-ColumbusOther Locations
:Americas-United States of America-Ohio-DublinJob
:Wealth ManagementEmployment Type:Full TimeJob Level:Non-Exempt Description POSITION SUMMARY: Registered Client Service Associates (CSAs) help shape the future of service by modernizing the clientexperience 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
OTHER
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
Knowledge/Skills
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. 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).