Jobs
>
Miami

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

    Morgan Stanley
    Morgan Stanley Aventura, United States

    3 weeks ago

    Default job background
    Full time
    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


    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).
  • TransPerfect

    Client Services Associate

    3 weeks ago

    TransPerfect Miami, United States

    Who We Are · Do you want to work for the global leader in the language services and technology industry? Are you interested in helping international brands/organizations find and implement solutions that allow them to communicate, operate and sell their products and services effi ...

  • Hertz

    Flexible Customer Service Associate

    3 weeks ago

    Hertz Miami, United States Full time

    The Flexible Customer Service Associate consults with customers on their Hertz 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 ...

  • Ascendo Resources

    Client Services Associate

    3 weeks ago

    Ascendo Resources Aventura, FL, United States

    Salary: $80k - 90k per year + Bonus · Reference: RS · Seeking a Client Services Associate for a growing Investment firm This person will be responsible for reviewing and processing new accounts and communicating with clients over the phone & email. The Client Services Associate i ...

  • European Wax Center Inc.

    Guest Service Associate

    2 weeks ago

    European Wax Center Inc. Aventura, United States

    Perks & Benefits · * Medical, Dental, Vision · * Employer-Paid basic life insurance (in the amount of $50,000) · * Employer-Paid short-term and long-term disability · * Employer-Paid Wellness Reward Program (go365) · * Employee Assistance Program (EAP) · * 401(k) matching · * Pet ...

  • Chefs Delights Catering Inc

    Customer Service Associate

    3 weeks ago

    Chefs Delights Catering Inc Miami, United States

    Job Description · Job DescriptionCalling all foodies We are seeking a Customer Service Associate to join our team At Chef's Delights Catering we offer a great working environment as we are a family-owned business. We are constantly innovating and growing so we are excited to add ...

  • Oppenheimer & Co. Inc.

    Client Service Associate

    4 weeks ago

    Oppenheimer & Co. Inc. Miami, United States

    Job Description · Job DescriptionWho We Are: · Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services indust ...

  • exhibitDEAL

    Customer Service Associate

    3 weeks ago

    exhibitDEAL North Miami Beach, United States

    Job Description · Job DescriptionexhibitDEAL is currently seeking a Customer Service Associate to join our team in Miami, FL. · ABOUT US: · Exhibitdeal is a leading provider of portable displays and marketing products used at face-to-face marketing programs. · JOB SUMMARY: · Are ...

  • Miami Children's

    Room Service Associate

    2 weeks ago

    Miami Children's Miami, United States

    Job Summary · Maintains the supplies, general appearance and sanitation of the Room Service Assembly Station and prepares, assembles, and delivers food trays to patients. · Minimum Job Requirements · * Prior experience with food production for patients and/or retail · Job Specifi ...

  • Marshalls

    Loss Prevention Customer Service Associate

    3 days ago

    Marshalls Miami, United States Part time

    JOB DESCRIPTION All 1,000 of our Marshalls stores embrace discovery, from designer luggage to statement shoes. Our assortment of brands is always changing, but our mission to provide the surprises that make the everyday a little more fun is unwavering. Just like working here. Ev ...

  • The TJX Companies, Inc.

    LP Customer Service Associate

    2 days ago

    The TJX Companies, Inc. Miami, United States

    Opportunity: Contribute To The Growth Of Your Career · Supports a positive customer shopping experience and maintains a strong store partnership with store teams and Loss Prevention. Understands operational procedures and deters acts of dishonesty within established customer serv ...

  • Raising Cane's

    Customer Service Associate

    2 weeks 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 ...

  • Forrest Solutions

    Lead Office Services Associate

    2 weeks ago

    Forrest Solutions Miami, United States

    Job Description · Job DescriptionJob Summary: · Forrest Solutions, a leading provider of onsite outsourced solutions, is seeking a highly experienced Lead Print/Mail Office Service Associate to oversee the efficient operation of office services, mail, and reprographics functions. ...

  • Di Galan

    Customer Service Sales Associate

    3 weeks ago

    Di Galan Miami, United States

    Job Description · Job DescriptionSales / customer service associate, to work on the phone with customers getting orders (we are a costume jewelry wholesaler) . Once in a while also attend to customers on site. Very nice office environment, Monday - Friday , no weekends. · Monthl ...

  • YEYAS BEAUTY SUPPLY LLC

    Retail Customer Service Associate

    2 weeks ago

    YEYAS BEAUTY SUPPLY LLC Miami, United States

    Job Description · Job DescriptionBenefits:Employee discounts · Free uniforms · Opportunity for advancement · Paid time off · Retail Customer Service Associate · Dukanee Beauty Supply established in 1962. We are a dynamic and leading Retail company dedicated to the distribution of ...

  • Banco de Credito e Inversiones

    Registered Client Service Associate

    2 weeks ago

    Banco de Credito e Inversiones Miami, United States

    Job Description · Job DescriptionABOUT BCI · Bci provides financial services to individuals and corporation. We focus on being a global leader in innovations and personalized client experience and, with more than 10,500 employees, Bci is recognized as one of the best companies in ...

  • The UPS Store #6290/7560

    Helper / Packing Service Associate

    3 weeks ago

    The UPS Store #6290/7560 North Miami Beach, United States

    Job Description · Job DescriptionSUMMARY: · Ensure customers have a good experience by providing efficient and effective service to exceed expectations while promoting products and services to meet the customers' needs. This is an entry level position with opportunity to be pro ...

  • YEYAS BEAUTY SUPPLY LLC

    Retail Customer Service Associate

    3 weeks ago

    YEYAS BEAUTY SUPPLY LLC Miami, United States

    Job Description · Job DescriptionRetail Customer Service Associate · Dukanee Beauty Supply established in 1962. We are a dynamic and leading Retail company dedicated to the distribution of professional beauty supplies, providing manufacturers with channels to reach customers acr ...

  • Banco de Credito e Inversiones

    Registered Client Service Associate

    2 weeks ago

    Banco de Credito e Inversiones Miami, United States

    Job Description · Job DescriptionABOUT BCIBci provides financial services to individuals and corporation. We focus on being a global leader in innovations and personalized client experience and, with more than 10,500 employees, Bci is recognized as one of the best companies in wh ...

  • Oppenheimer & Co. Inc.

    Investment Banking Healthcare Services Associate

    1 day ago

    Oppenheimer & Co. Inc. Miami, United States

    Job Description · Job DescriptionWho We Are: · Oppenheimer & Co. (NYSE: OPY) is a diversified financial services firm, offering a wide range of investment banking, securities, investment management and wealth management capabilities from 89 offices in major financial centers in t ...

  • Fidelity Investments

    High Net Worth Service Associate

    8 hours ago

    Fidelity Investments Miami, United States

    Job Description: · To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: · Coral Gables, Boca Raton, Ft. Lauderdale · High Net Worth Representative · W ...