- 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 teams 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
- 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
-
Customer Service Associate
1 week ago
Horvath Home Services Beachwood, United StatesJob Description · Job DescriptionWe're seeking a positive, personable customer service representative for a rewarding career opportunity You'll connect with new people, tackle tough problems, and raise the bar on an excellent customer experience. We welcome applicants who are int ...
-
Overnight Food Service Sales Associate
1 week ago
CrossAmerica Partners LP Beachwood, United StatesOvernight Food Service Sales Associate · CrossAmerica Partners is an operator of convenience stores and a retail distributor of motor fuels. With a geographic footprint across 34 states, we strive to be an industry leader, providing fuel and convenience products essential to keep ...
-
Sales & Customer Service Associate - Beachwood
3 weeks ago
Massage Envy Beachwood, United StatesJob Description · Job DescriptionJoin our team at Massage Envy Beachwood We're seeking a sales associate passionate about wellness to help clients understand the benefits of regular massage, skin care, and stretch. You'll play a key role in growing our client base by establishing ...
-
Specialty Service Associate
4 days ago
Hudson Group Cleveland Heights, United States Full time$300 HIRING BONUS FOR JOINING OUR TEAM · Grow With Us · Hudson is North America's leading travel retailer. For over 30 years, Hudson has met the needs and wants of travelers in more than 1,000 duty-free, duty-paid, and food & beverage stores. · What We Will Offer You: Competiti ...
-
Client Services Associate
11 hours ago
Alpha Planners Solon, United StatesClient Services Associate · Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office? Our well-established financial planning firm located in Solon, OH is seeking an individual to perform div ...
-
Circle K Maple Heights, United StatesJOB DESCRIPTION Store : 5270 Northfield Rd, Maple Heights, Ohio 44137 Availability - Shift/Days · Flexible Availability Customer Service Representative · We want you to join our team as a Customer Service Representative. If you have the desire to be challenged, work in a f ...
-
Service Associate
3 weeks ago
Great American Insurance Company Cleveland, United StatesBe Here. Be Great. Working for a leader in the insurance industry means opportunity for you. Great American Insurance Group's member companies are subsidiaries of American Financial Group. We combine a "small company" culture where your ideas will be heard with "big company" expe ...
-
Client Service Associate
1 week ago
PNC Bank NA Cleveland, United States Full timeDescription · Provides sales, service and execution support for new and ongoing client relationships. May serve as a customer solutions resource. · Gathers required documentation. Prepares, reviews and verifies documents and relevant information for accuracy. Performs common pro ...
-
Registered Client Service Associate
2 weeks ago
Morgan Stanley Pepper Pike, United StatesPOSITION 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 t ...
-
Pharmacy Customer Service Associate
2 days ago
Walgreens SHAKER HEIGHTS, United States Paid WorkJob Description: · Models and delivers a distinctive and delightful customer experience. · Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service. · In accordance with state and federal regulations, assists t ...
-
Customer Service Sales Associate
3 weeks ago
Hertz Newburgh Heights, United StatesThe Customer Service Sales 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. ...
-
Client Service Associate
1 week ago
Giesecke+Devrient Twinsburg, United StatesJob Summary · The Client Service Associate is responsible for providing the highest level of quality Client service, and ensuring excellent internal and external communication to support Client's day to day requirements. This includes order processing, facilitating material proc ...
-
Food Service Associate
1 week ago
QuickChek Corp Montville, United States Part timeOverview · At QuickChek, we focus on FRESH food & beverage along with exceptional customer service. Our Food Service Associate's goal is to provide exceptional customer service while maintaining an attitude that is as fresh as our food offerings. Successful Food Service Associat ...
-
Lead Service Associate
1 week ago
Rite Aid of Ohio Inc Cleveland, United StatesLead Service Associate Contribute to our mission to improve Health and Wellness in your community. Become a Rite Aid Lead Service Associate, today As a Lead Service Associate, you will supervise Store Associates while assisting in daily store operations. Your purpose is to provid ...
-
Customer Service Associate, Electronics
3 days ago
Marshall Retail Group Cleveland, United States Full time/Part timeCalling all electronics fanatics and audiophiles in the retail world · Want to be part of a FANTASTIC , fast paced team? Do you love talking all about brands like Apple, BOSE, and Beats? Do have retail experience? WONDERFUL · We have a great job for you · We are now looking ...
-
Food Service Associate
3 weeks ago
Heinen's, Inc. Cleveland, United StatesPrioritizes daily work based on varying business needs. Acquires and shares knowledge of Deli Department. Coordinates product orders using effective pars and planning. Collaborates with team members to complete daily tasks as needed, including scanni Food Service, Associate, Serv ...
-
Food Service Associate
1 day ago
Heinen's Grocery Store Rocky River, United StatesRetail Professional · – Heinen's Store Diamond Standards: As an associate of Heinen's there are key components to learn, implement and master. Each of these are integral to the Heinen's Brand and to your success. These are simple behaviors that help distinguish us as the premier ...
-
Client Service Associate
2 weeks ago
Clearstead Cleveland, United StatesWe are seeking a Client Service Associate at our downtown Cleveland, Ohio wealth management firm. This position will support Private Client Group Advisors, serving as the first point of contact for clients or prospects and providing a wide range of relationship management and adm ...
-
Sales & Customer Service Associate
2 weeks ago
Massage Envy Macedonia, United States Regular Full timeOverview · Where Better Careers Begin · Massage Envy Macedonia: 650 E. Aurora Rd. Unit B, Macedonia, OH 44056 · Do you have a passion for helping others? At the Massage Envy Macedonia franchise, we support and inspire you to be your best while we work together to help clients f ...
-
Customer Service Associate
11 hours ago
Walgreens Macedonia, United StatesWalgreens - JobID: [Retail Sales / Team Member] As a Customer Service Associate at Walgreens, you'll: Model and deliver a distinctive and delightful customer experience; Register sales on assigned cash register, provide customers with courteous, fair, friendly, and efficient chec ...
Registered Client Service Associate - Beachwood, United States - Morgan Stanley
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
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).
Posting Date
Apr 10, 2024
Primary Location
Americas-United States of America-Ohio-Pepper Pike
Job
Wealth Management
Employment Type
Full Time
Job Level
Non-Exempt
