Client Service Associate

Registered Client Service Associates (CSAs) at Morgan Stanley play a pivotal role in modernizing the client experience by providing an elevated standard of care. This position is essential for the development and growth of business, as it involves engaging with clients and utilizing the full capabilities of the firm. The Registered CSA must possess a thorough understanding of firm policies, procedures, and capabilities to effectively deliver comprehensive services to clients. This role is not only about client support but also about fostering relationships and ensuring that clients are well-informed and satisfied with the services provided. The CSA is responsible for cultivating and enhancing both new and existing client relationships through active communication. This includes processing client requests, resolving inquiries, and ensuring that key information and documentation are kept current. The CSA will identify and assist clients with various firm services and solutions that meet their needs, including banking products and secure digital offerings like Morgan Stanley Online and Mobile. Additionally, the CSA will confirm client authorization and authenticate requests, onboard and maintain client accounts, and process transactions related to money movement and estate needs. In collaboration with Financial Advisors, the CSA will input orders, discuss reinvestment options, and prepare financial plans and reports for client meetings. The role also involves supporting the marketing strategy of the team by maintaining marketing materials and planning client events. Continuous professional development is encouraged, with participation in training programs and firm initiatives being a key aspect of the role. Administrative duties are also part of the CSA's responsibilities, including telephone coverage, travel arrangements, and coordination of client meetings. Overall, the Registered CSA is integral to the client service model and the success of the firm.