- 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 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
- 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
-
Service Associate
1 week ago
PSG Global Solutions Miami, United StatesThe Service Associate enhances the client experience and must maintain a high level of client service and branch support. The role is responsible for daily operations, and identifying and anticipating client, Financial Advisor and branch needs. The S Associate, Financial Advisor, ...
-
Service Desk Associate
2 weeks ago
Infinity Consulting Solutions Miami, United StatesWe have partnered with our client in their search for a Service Desk Associate. · This team member will provide high-quality white glove service to ensure thatIT systems and equipment issues are resolved in a timely manner to keep our team productive. This associate will work on ...
-
Customer Service Associate
3 weeks ago
Fresco y Mas Miami, United StatesFresco y MasFresco y Mas Retail Stores CORAL WAY [Retail Associate / Cashier] As a Customer Service Associate at Fresco y Mas, you will: Provide continuous attention to customer needs; greet, assist and thank customers in a prompt, courteous and friendly manner; Stock front end p ...
-
Client Service Associate
2 weeks ago
Oppenheimer & Co. Miami, United StatesWho 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 industry, including retail securities ...
-
Client Services Associate
2 weeks ago
TransPerfect Miami, United StatesWho 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 ...
-
Service Desk Associate
1 week ago
Korn Ferry Miami, United States· We have partnered with our client in their search for a Service Desk Associate. · This team member will provide high-quality white glove service to ensure that IT systems and equipment issues are resolved in a timely manner to keep our team productive. This associate will work ...
-
Client Service Associate
2 weeks ago
Oppenheimer & Co. Miami, United StatesWho 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 industry, including retail securities brok ...
-
Customer Service Associate
2 weeks ago
Fresco y Mas Miami, United StatesFresco y MasFresco y Mas Retail Stores - 948 SW 67TH AVENUE [Retail Associate / Cashier] As a Customer Service Associate at Fresco y Mas, you will: Provide continuous attention to customer needs; greet, assist and thank customers in a prompt, courteous and friendly manner; Stock ...
-
Client Service Associate
3 weeks ago
Oppenheimer & Co. Miami, United StatesThis is an excellent opportunity for someone starting out in the investment world and wants a career, not a job We are looking for a candidate that wants to learn and grow in this role. Primary responsibility is to initially support the team in sales, marketing and day-to-day ope ...
-
Room Service Associate
1 week ago
Nicklaus Children's Health System Miami, United StatesMaintains 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 Room Service, Associate, Per ...
-
Client Services Associate
2 weeks ago
TransPerfect Miami, United StatesWho 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 eff ...
-
Client Service Associate
2 weeks ago
Oppenheimer & Co. Miami, United StatesThis is an excellent opportunity for someone starting out in the investment world and wants a career, not a job We are looking for a candidate that wants to learn and grow in this role. Primary responsibility is to initially support the team in sales, marketing and day-to-day ope ...
-
Sales and Service Associate
6 days ago
Popular Miami, United StatesAt Popular, we offer a wide variety of services and financial solutions to serve our communities in Puerto Rico, United States & Virgin Islands. As employees, we are dedicated to making our customers dreams come true by offering financial solutions in each stage of their life. Ou ...
-
Client Service Associate
5 hours ago
Oppenheimer & Co. Miami, United StatesWho 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 industry, including retail securities bro ...
-
Sales and Service Associate
3 days ago
Popular Miami, United StatesAt Popular, we offer a wide variety of services and financial solutions to serve our communities in Puerto Rico, United States & Virgin Islands. As employees, we are dedicated to making our customers dreams come true by offering financial solutions in each stage of their life. Ou ...
-
Wealth Service Associate
5 days ago
Principal Financial Group Miami, United StatesWhat You'll Do · We're looking for a Wealth Service Associate to join our Principal Asset Management team This role works collaboratively with our Domestic & Offshore sales teams to help meet the needs of our financial advisors. You'll have immediate impact on helping to exceed ...
-
Wealth Service Associate
1 hour ago
Principal Financial Group Miami, United States**What You'll Do** · We're looking for a **Wealth Service Associate** to join our Principal Asset Management team This role works collaboratively with our Domestic & Offshore sales teams to help meet the needs of our financial advisors. You'll have immediate impact on helping to ...
-
Sales and Service Associate
2 weeks ago
24 Hour Fitness Miami, United States**FULL-TIME** Part-time · **LOCATION** 1970 NW 117 Pl Miami FL 33182 · **Who we are** · At 24 Hour Fitness, we are dedicated to our mission of creating a healthier, happier world. We are passionate about providing a fitness community that is accessible, affordable, and welcomi ...
-
Customer Service Associate
1 day ago
Aaron's Miami, United StatesWe are BrandsMart - A leading Consumer Electronics and Appliance Retailer in the Southeast. With retail stores in Florida and Georgia and a growing e-commerce presence, BrandsMart USA has a legacy of offering your favorite brands at the lowest prices. We provide our team members ...
-
Associate Client Service Manager
1 week ago
Arthur J. Gallagher & Company Miami, United StatesGallagher is a global leader in insurance, risk management and consulting services. We help businesses grow, communities thrive and people prosper. We live a culture defined by The Gallagher Way, our set of shared values and guiding tenets. A culture Client Service, Service Manag ...
Registered Client Service Associate - Miami, 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:
Qualifications:
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).
