Jobs
>
East Millinocket

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

    Morgan Stanley
    Morgan Stanley Cockeysville, 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

    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:

    Maryland-Hunt Valley

    Requisition ID:
    #J-18808-Ljbffr
  • The Padonia Corporation

    Member Services Associate

    2 weeks ago

    The Padonia Corporation Cockeysville, United States

    Member Services Associate · Full-Time/Non-Exempt/Seasonal · Reports To: Club Services Manager · Job Summary: · The Member Services Associate is a multi-faceted position that will be responsible for Member & Guest Check In, Membership & Office Administration, Park Entrance Oper ...

  • The Padonia Corporation

    Member Services Associate

    3 weeks ago

    The Padonia Corporation Cockeysville, United States

    Job Description · Job DescriptionMember Services Associate · Full-Time/Non-Exempt/Seasonal · Reports To: Club Services Manager · Job Summary: · The Member Services Associate is a multi-faceted position that will be responsible for Member & Guest Check In, Membership & Office Ad ...

  • Padonia

    Member Services Associate

    4 weeks ago

    Padonia Cockeysville, United States

    The Member Services Associate is a multi-faceted position that will be responsible for Member & Guest Check In, Membership & Office Administration, Park Entrance Operations, Food & Beverage Service, and Events. · Responsibilities: · Front Entrance – Member & Guest Check In · Accu ...

  • Food Lion

    PT Sales Associate Cashier

    4 days ago

    Food Lion Cockeysville, United States

    Food Lion - USA-MD-Cockeysville-122 Cranbrook Rd [Retail Associate / Team Member] As a Cashier @ Food Lion, you'll: Provide fast, easy, flexible and friendly service to customers through the achievement of Food Lion customer service standards; Be friendly, courteous and cooperati ...

  • Food Lion

    PT Deli Bakery Associate

    6 days ago

    Food Lion Cockeysville, United States

    Address: USA-MD-Cockeysville-122 Cranbrook Rd · Store Code: Store 01664 Deli · Food Lion has been providing an easy, fresh and affordable shopping experience to the communities we serve since 1957. Today, our 82,000 associates serve more than 10 million customers a week across ...

  • AutoNation

    Parts Associate

    2 days ago

    AutoNation Cockeysville, United States

    Porsche Hunt Valley · Position Overview · The Parts Retail Associate position has the opportunity to interact with hundreds of customers to assist them in purchasing automotive parts. The goal is to create an exceptional buying experience to build customer loyalty to AutoNation ...

  • AvalonBay Communities

    Community Consultant

    6 days ago

    AvalonBay Communities Cockeysville, United States

    Overview · AvalonBay Communities, Inc., an equity REIT, has a long-term track record of developing, redeveloping, acquiring and managing distinctive apartment homes in some of the best U.S. markets, and delivering outsized, risk-adjusted returns to shareholders. With equal parts ...

  • Functional Pathways

    Physical Therapist Assistant

    11 hours ago

    Functional Pathways Cockeysville, United States Full time

    Come join the team at Functional Pathways. We are searching for Two dynamic Full-time Physical Therapist Assistants to become members of the FP Family at · Broadmead Therapy Services in Cockeysville, MD. · Broadmead Therapy Services in Cockeysville, MD is a premier rehabilitatio ...

  • Sinclair Broadcast Group

    Technical Operations Associate

    1 week ago

    Sinclair Broadcast Group Cockeysville, United States

    · To support our growing team, we are looking for a Technical Operations Associate to join the ONE Media Lab team. As a Technical Operations Associate, you will provide administrative support to the One Media team. This employee will be working on site in our Hunt Valley office, ...

  • Commonwealth Senior Living

    Business Office Manager Part-Time

    1 week ago

    Commonwealth Senior Living Cockeysville, United States Part time

    Overview: · We are searching for a professional leader with a proven track record of successfully executing business tasks in a busy office setting. The Business Office Manager (Part-Time) oversees the Administrative/Business functions of the community. This position touches man ...

  • Commonwealth Senior Living at Cockeysville

    Business Office Manager Part-Time

    4 days ago

    Commonwealth Senior Living at Cockeysville Cockeysville, United States Part time

    Commonwealth Senior Living at Cockeysville - · Overview: · We are searching for a professional leader with a proven track record of successfully executing business tasks in a busy office setting. The · Business Office Manager (Part-Time) · oversees the Administrative/Business ...

  • Patrice & Associates

    Assistant General Manager

    1 week ago

    Patrice & Associates Cockeysville, United States

    Job Description · Job Description · Restaurant Assistant Manager · Up To $60,000 a Year Plus Bonus · AWARDS · Culinary / Operations, National Chain Winner · – · IFMA's COEX Innovation Awards · Ranked #1 Attractive / Inviting Restaurant among Excellent Large Fast-Food Chains ...

  • AutoNation, Inc.

    Collision Body Technician Trainee

    3 weeks ago

    AutoNation, Inc. Cockeysville, United States

    AutoNation Collision Center Hunt Valley · Join our team of passionate automotive technicians, where your skills are not only valued but also cultivated for long-term growth. Here's why AutoNation is the ultimate destination for automotive professionals: · * Paid Training Opportun ...

  • Asurion

    Retail Associate, Electronics Repair

    1 week ago

    Asurion Cockeysville, United States

    **** · **Retail Associate, Electronics Repair** · Resolve customer issues by troubleshooting and repairing their electronic devices · Sell personalized product solutions that meet customer needs · Expand your knowledge of UBreakiFixs products and culture · Deliver world clas ...

  • Flagship OPCO LLC

    Site Manager Full Service

    1 week ago

    Flagship OPCO LLC Cockeysville, United States

    Job Description · Job DescriptionReporting to the District Manager, the Site Manager is responsible for providing team leadership and support to Assistant Site Manager and Associates. In this role, the Site Manager will assist in overseeing daily operations including managing sta ...

  • CoreLife

    Nurse Practitioner

    3 weeks ago

    CoreLife Cockeysville, United States

    Job Description · Job DescriptionNURSE PRACTITIONER AT CORELIFE—A Partner of MEDSTAR HEALTH · Join us at MedStar Health, where we offer a uniquely rewarding career in partnership with CoreLife. CoreLife understands that obesity and chronic illnesses are not isolated conditions b ...

  • Carroll Water

    Customer Service Representative,

    1 week ago

    Carroll Water Cockeysville, United States

    **Customer Service Representative, (Remote option after training complete)** · Cockeysville, MD $16.00 per hour **** · **We Serve Maryland, Northern VA and Southern PA areas. Offering a fun environment, paid holidays, sick, vacation, health, life insurance benefits, 401(k) with ...

  • Armatus Dealer Uplift

    Automotive Dealer Account Manager

    4 hours ago

    Armatus Dealer Uplift Cockeysville, United States

    Job Description · Job Description · A dynamic, high-growth, market-leading pioneer in a service segment of the automotive industry representing dealers on a nationwide basis, headquartered in Hunt Valley, MD, is seeking an enthusiastic and well-organized individual who has expe ...

  • Willis Towers Watson

    Healthcare Financial/Actuarial Senior Associate

    5 days ago

    Willis Towers Watson Cockeysville, United States

    Candidates from the following locations will be considered: · Arlington, VA, Atlanta, GA, Charlotte, NC, Glen Allen, VA, Nashville, TN, Potomac, MD, Tampa, FL · As a Healthcare Financial/Actuarial Senior Associate you will be a key member of the Financial Actuarial & Analytics ...

  • AECOM

    Environmental Compliance Inspector

    1 week ago

    AECOM Cockeysville, United States

    Job DescriptionEnvironmental Scientist IVAECOM is searching for a talented and experienced Environmental Scientist experienced in transportation related environmental construction inspection/management and erosion and sediment control installation and inspection. This position wi ...