Jobs
>
Deerfield Beach

    Client Service Associate - Deerfield, United States - Morgan Stanley

    Morgan Stanley
    Morgan Stanley Deerfield, 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)- Preferred
    • 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).
  • Raising Cane's

    Customer Service Associate

    1 week ago

    Raising Cane's North Hollywood, United States

    $20 per hour - $21 per hour · Como parte importante de nuestro equipo, los asociados de servicio al cliente impactan todas las áreas de la experiência del cliente. Como sugiere el nombre, su principal prioridad es brindar un excelente servicio al cliente. En este rol, serás respo ...

  • Waveland Family Office, LLC

    Client Services Associate

    2 weeks ago

    Waveland Family Office, LLC Deerfield, United States

    **Client Services Associate (revised 5/9/24)** · Waveland Family Office, LLC ("WFO") is a multifamily office located in Deerfield, Illinois. WFO is a Registered Investment Advisor that represents various high net worth families and provides traditional family office services such ...

  • Bloomingdale's

    Service Associate, Part Time

    2 weeks ago

    Bloomingdale's Boca Raton, United States Part time

    **About** · Bloomingdale's makes fashion personal and fun, aspirational yet approachable. Our mission is to guide and inspire our customers to make style a source of creative energy in their lives. We will always strive to make Bloomingdale's like no other store in the world. Eve ...

  • Fresco y Mas Retail Stores

    Customer Service Associate

    2 weeks ago

    Fresco y Mas Retail Stores Lauderhill, United States

    Overview: · - Southeastern Grocers is committed to a culture of belonging and fostering an inclusive environment where we celebrate differences. As a_ _great place to work_, we empower everyone to be their full, authentic selves. Read our_ _Belonging, Inclusion and Diversity Stat ...

  • Bedrosians

    Customer Service Associate

    3 weeks ago

    Bedrosians Deerfield Beach, United States

    **Vision Statement for the Position** · You are the face of the company. You have the opportunity to build relationships with clients and provide solutions to ensure their vision is realized and enhance their buying experience. · **Job Overview** · Customer Service Associates ...

  • Morgan Stanley

    Client Service Associate

    3 weeks ago

    Morgan Stanley Deerfield, United States

    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 utiliz Client Service, Associate, Fi ...

  • CBRE

    Mail Services Associate

    5 days ago

    CBRE Deerfield, United States

    Mail Services Associate · Job ID · 157490 · Posted · 06-Mar-2024 · Service line · GWS Segment · Role type · Full-time · Areas of Interest · Administrative, Customer Service · Location(s) · Bannockburn - Illinois - United States of America · Job Role · The Mail Services Associate ...

  • Broward Health

    Support Services Associate

    2 weeks ago

    Broward Health Deerfield Beach, United States

    Broward Health NorthShift: Shift 2FTE: Summary:Provides support for patient services and assists with cleaning tasks and maintains the sanitary condition of assigned areas. Assists in moving patients, furniture, specialized equipment, and supplies in and around departments.Educat ...

  • Broward Health

    Support Services Associate

    2 weeks ago

    Broward Health Deerfield Beach, United States

    Broward Health North · Shift: Shift 2 · FTE: · Summary: · Provides support for patient services and assists with cleaning tasks and maintains the sanitary condition of assigned areas. Assists in moving patients, furniture, specialized equipment, and supplies in and around dep ...

  • Social Mobile

    Enterprise Services Associate

    4 days ago

    Social Mobile Hollywood, United States

    We're Social Mobile, one of the fastest growing technology companies in Florida. As a mobility solutions provider, we offer services critical to organizations that are looking to bring to market innovative mobile products. In layman's terms, you ask? Well, we design, engineer, an ...

  • Hertz

    Flexible Customer Service Associate

    2 weeks ago

    Hertz Fort Lauderdale, United States

    The **Flexible Customer Service Associate **consults with customers on their rental. Maximizing revenue opportunities by actively offering products and services and overcoming customer objections. Ensures that the customer receives world-class customer service and sales support. ...

  • SI Management LLC

    Retail Customer Service Associate

    3 weeks ago

    SI Management LLC North Hollywood, United States

    Our client is a multi-faceted customer support and sales management firm with a primary objective to help clients find reliable retail customer service solutions for longevity and stability. At the heart of what they do, their purpose is to increase the ease and accessibility of ...

  • ADI Global Distribution

    Customer Service Associate Ii

    2 weeks ago

    ADI Global Distribution Miramar, United States

    ADI Global Distribution, is hiring a Customer Account Specialist to join our growing team You will be responsible for entering sales orders and quotes, providing customer service, and supporting the ProAV sales team to ensure a positive customer experience. · **JOB DUTIES**: · - ...

  • City of Boca Raton

    Guest Services Associate

    3 weeks ago

    City of Boca Raton Boca Raton, United States

    Guest Services Associate · Print ) · Apply · Guest Services Associate · Salary · $ $20.70 Hourly · Location · Boca Raton, FL · Job Type · Part-Time · Job Number · 03651 · Department · Recreation Services - BPD · Division · Swim & Racquet Center Community Center 64/31421 · Opening ...

  • B. Riley Financial, Inc.

    Advisory Services: Associate

    6 days ago

    B. Riley Financial, Inc. Boca Raton, United States

    B. Riley Financial ("B. Riley") provides collaborative solutions tailored to fit the capital raising and business advisory needs of its clients and partners. B. Riley operates through several subsidiaries that offer a diverse range of complementary end-to-end capabilities spannin ...

  • City of Boca Raton, FL

    Guest Services Associate

    3 weeks ago

    City of Boca Raton, FL Boca Raton, United States

    Be a part of the team that helps make the City of Boca Raton one of the best places to live, work and play We provide world class services, parks, beaches, and public safety. This can only happen when the best, brightest, and most committed individuals come to work for our City. ...

  • Fiserv, Inc.

    Onsite Claims Customer Service Associate

    3 weeks ago

    Fiserv, Inc. Coral Springs, United States

    **Calling all innovators - find your future at Fiserv.** · We're Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of ...

  • Saint Andrew's School

    Advancement Services Associate

    3 weeks ago

    Saint Andrew's School Boca Raton, United States

    Job DetailsJob LocationSaint Andrew's School - Boca Raton, FLDescriptionAbout Saint Andrew's School:Saint Andrew's School is an independent, co-educational school for grades PK-12, Saint Andrew's is both a day school and a boarding school, educating students from across the Unite ...

  • City of Boca Raton, FL

    Guest Services Associate

    2 weeks ago

    City of Boca Raton, FL Boca Raton, United States

    Salary: $ $20.70 Hourly · Location : Boca Raton, FL · Job Type: Part-Time · Job Number: 03651 · Department: Recreation Services - BPD · Division: Swim & Racquet Center Community Center 64/31421 · Opening Date: 05/09/2024 · Closing Date: 5/14/2024 11:59 PM Eastern · FLSA: ...

  • Saint Andrew's School

    Advancement Services Associate

    2 weeks ago

    Saint Andrew's School Boca Raton, United States

    Job Details · Job Location · Saint Andrew's School - Boca Raton, FL · Description · About Saint Andrew's School: · Saint Andrew's School is an independent, co-educational school for grades PK-12, Saint Andrew's is both a day school and a boarding school, educating students fro ...