Jobs
>
Pasadena

    Registered Client Service Associate - Pasadena, United States - Morgan Stanley

    Morgan Stanley
    Morgan Stanley Pasadena, United States

    4 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

    Expected base pay rates for the role will be between $35K and $85K per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

    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: California-Pasadena

    Requisition ID: 3247216

  • AKN Communications

    Customer Service Associate

    1 week ago

    AKN Communications Pasadena, United States

    Our growth results from the people who embrace our purpose: We know work is way better when you feel included and can have fun in a company filled with unlimited possibilities. We believe that hiring and maintaining excellent staff is critical to our success. Due to our fantastic ...

  • Emerson

    Customer Service Associate

    3 weeks ago

    Emerson Pasadena, United States

    If you are an energetic **Customer Service Professional **looking for an opportunity to grow, Emerson has an exciting opportunity for you Based in Pasadena, TX, you will be responsible for facilitating and coordinating of all service projects and ensure customer satisfaction from ...

  • Advisor Business Solutions

    Client Service Associate

    2 weeks ago

    Advisor Business Solutions Pasadena, United States

    **Responsibilities include but are not limited to the following**: · - High-touch client service and daily use of the Schwab Advisor Portal · - Maintain client relationships through pro-active communication and prompt responses to client requests and inquiries · - Ensure client i ...

  • Pacific Clinics Head Start

    Family Services Associate

    1 week ago

    Pacific Clinics Head Start Pasadena, United States

    **Who We Serve**: · Pacific Clinics serves children, transitional age youth, families, adults, and older adults. We offer a full range of mental and behavioral health services, foster care and social services, housing, continuing adult education and early childhood education prog ...

  • Houston Business Firm

    Client Service Associate

    5 days ago

    Houston Business Firm Pasadena, United States

    At our company, we are on a mission to break down barriers in the consulting and sales industry. Our Client Service Associates show relentless determination to succeed and be driven by our company's mission to help expand our clients' brands throughout the Houston area. Our Clien ...

  • SI Management LLC

    Retail Customer Service Associate

    2 weeks ago

    SI Management LLC Pasadena, 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 ...

  • LP Solutions LLC

    Client Service Associate

    1 week ago

    LP Solutions LLC Anaheim, United States

    **The Culture We Provide Our Client Service Associate**: · - We are a diverse and inclusive team that pushes ourselves and those around us to develop personally and professionally · - We promote exclusively from within and do not outsource new management · - We show employee appr ...

  • Wyndham Destinations

    Guest Services Associate

    3 weeks ago

    Wyndham Destinations Anaheim, United States

    **We Put the World on Vacation**: At Travel + Leisure Co., our mission is simple: to put the world on vacation. Our Vacation Ownership business line includes Club Wyndham, WorldMark by Wyndham, Margaritaville Vacation Club, Accor Vacation Club and the brand new Sports Illustrated ...

  • Aqua Tots Swim School - AT Anaheim, LLC

    Guest Service Associate

    3 weeks ago

    Aqua Tots Swim School - AT Anaheim, LLC Anaheim, United States

    Are you looking for a **_FUN_** and **_AMAZING_** place to work? Then look no further because Aqua Tots Swim Schools is where you want to be Aqua Tots is looking for a Guest Service Associate. Must be friendly, able to multitask, work with a team, work in a VERY fast paced enviro ...

  • AKN Communications

    Customer Service Associate

    3 weeks ago

    AKN Communications Alhambra, United States

    Our growth results from the people who embrace our purpose: We know work is way better when you feel included and can have fun in a company filled with unlimited possibilities. We believe that hiring and maintaining excellent staff is critical to our success. Due to our fantastic ...

  • Stanbridge University

    Career Services Associate

    3 weeks ago

    Stanbridge University Alhambra, United States

    At Stanbridge University, we are on the lookout for a dynamic and enthusiastic Career Services Associate to join our exceptional team. As a Career Services Associate, you will have the exciting opportunity to provide unwavering assistance and inspiration to students and alumni in ...

  • Wyndham Destinations

    Guest Service Associate

    6 days ago

    Wyndham Destinations Anaheim, United States

    **We Put the World on Vacation**: At Travel + Leisure Co., our mission is simple: to put the world on vacation. Our Vacation Ownership business line includes Club Wyndham, WorldMark by Wyndham, Margaritaville Vacation Club, Accor Vacation Club and the brand new Sports Illustrated ...

  • Kaiser Permanente

    Sales Services Associate Iii

    3 days ago

    Kaiser Permanente Pasadena, United States

    **Job Summary**: · Follows pre-established plans for project logistics with detailed guidelines. Assists the team with partner deadlines while following relevant processes and procedures to resolve routine and non-routine questions. Identifies goals, deliverables, and key milesto ...

  • Project Access, Inc.

    Bilingual Resident Services Associate

    3 days ago

    Project Access, Inc. Anaheim, United States

    **Resident Services Associate** · Park Vista Apartments Project Access Resource Center · Anaheim, CA · If you're passionate about creating real impact in our communities, consider Project Access as the next step in your career. Driven by a mission to provide residents of affordab ...

  • Actus Consulting Group

    Associate (Desk Customer Service) - Los Angeles, CA

    3 weeks ago

    Actus Consulting Group Los Angeles, United States

    概要 · 各種クレジットカード会社、海外旅行保険会社、旅行会社、その他対象アシスタンス会員のお客様への電話でのカスタマーサービスです。観光情報の提供や事故発生時のお客様サポートなどの業務を行う仕事で、お客様からの入電や来店時の対応を行い、お客様の旅行中などの困ったを解決し、満足度向上に貢献していただきます。主に現地での快適な旅行のためのアシスタンスサービスを利用者に提供します。また当該案件について簡略にまとめて必要関係箇所に日本語でのレポートを作成し送付します。 同時にお客様の個人情報を扱うことが多いためルールに従い適切に対応を行い、個人情報守秘義務を ...

  • Shell

    Customer Service Associate

    5 days ago

    Shell Temple City, United States

    Are you ready to work for a company that rewards and values your contributions? Rebel Convenience Stores offers competitive pay, health benefits, and a chance for advancement. · Customer Service Associates pay between **$15 - $19 per hour**. · Join the Rebel team for spontaneity ...

  • Alpha K-Net inc

    Client Service Associate

    3 weeks ago

    Alpha K-Net inc Los Angeles, United States

    There's a lot to be excited about here at our firm as we kicked off this year with unprecedented solutions for our clients As one of the most notable communications and sales firms in the area, we have the privilege of working hand-in-hand with technology clients across the natio ...

  • AKN Communications

    Customer Service Associate

    2 weeks ago

    AKN Communications East Los Angeles, United States

    Our growth results from the people who embrace our purpose: We know work is way better when you feel included and can have fun in a company filled with unlimited possibilities. We believe that hiring and maintaining excellent staff is critical to our success. Due to our fantastic ...

  • National Health Foundation

    Guest Services Associate

    1 week ago

    National Health Foundation Los Angeles, United States

    **POSITION TITLE: Guest Service Associate** · **REPORTS TO: Operations Manager** · **LOCATION: Los Angeles, Pico Union, Ca** · **CLASSIFICATION: Non-Exempt, Full-Time** · **SALARY: $ $18.50 Hourly Rate** · **PERTINENT INFORMATION**: · - **Multiple positions available**: · - **3PM ...

  • LourdMurray

    Client Service Associate

    3 weeks ago

    LourdMurray Los Angeles, United States

    **Client Service Associate** · The Client Service Associate is a vital client-facing role responsible for supporting, managing, and maintaining relationships with clients, ensuring their satisfaction, and resolving any issues or concerns that may arise. This requires a service-fi ...