Sr. Registered Client Service Associate **

Morgan Stanley • Morristown, NJ

402d

About The Position

The Registered Client Service Associate (CSA) plays a crucial role in enhancing the client experience by providing exceptional service and support. This position involves cultivating client relationships, assisting with account management, and collaborating with Financial Advisors to deliver comprehensive financial solutions. The CSA is responsible for understanding firm policies and capabilities to effectively meet client needs and contribute to business growth.

Requirements

• 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.
• Strong computer skills and knowledge of Microsoft Office products.
• Ability to work in a fast-paced, evolving environment.
• Knowledge of financial services products, including equities, bonds, options, and mutual funds.

Nice To Haves

• Experience with digital offerings like Morgan Stanley Online and Mobile.
• Familiarity with marketing materials and social media platforms.

Responsibilities

• Cultivate and enhance new and existing client relationships through active communication.
• Process client requests, resolve inquiries, and provide guidance.
• Onboard and maintain client accounts, including collecting information and processing transactions.
• Input orders at the direction of clients and/or Financial Advisors.
• Prepare financial plans, client reports, and materials for client meetings.
• Review and take appropriate action on client account alerts.
• Partner with Financial Advisors in developing a business plan and client service model.
• Support the team's marketing strategy and plan client events and seminars.
• Engage in training and education programs to stay current on policies and procedures.
• Perform administrative duties that support Financial Advisors in daily business practices.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: High school or GED