Use this area to filter your search results. Each filter option allows for multiple selections.

Category
Type
Level
Education

Search Results: 1235 Jobs

Create Notification

PWM Registered Client Service Associate

Morgan Stanley

Pepper Pike, Ohio

Assistant Director for Adventure & TEAM Programs - JMU

James Madison University Recreation

Harrisonburg, Virginia

Financial Care Counselor

Duke University Health System

Durham, North Carolina

NEW!

Licensed Professional Counselor (LPC) - Outpatient

LifeStance Health

Friendswood, TX

NEW!

Academic Advisor

New York University

New York, New York

NEW!

Academic Advisor

Minnesota State Colleges and Universities, System Office

Moorhead, Minnesota

NEW!

Licensed Professional Counselor (LPC) - Outpatient

LifeStance Health

Prosper, TX

NEW!

Mental Health Counselor (LCSW LMHC LMFT)

LifeStance Health

Trinity, FL

NEW!

Academic Advisor (SS26001), (SS26002), (SS26003)

Minnesota State Colleges and Universities, System Office

Mankato, Minnesota

NEW!

Regional Assistant Dean - Kearney Campus/ Faculty Rank DOQ

University of Nebraska Medical Center

Omaha, Nebraska

NEW!

Licensed Professional Counselor (LPC)- Outpatient

LifeStance Health

Dallas, TX

NEW!

Associate Director for Strategic and Transfer Advising Initiatives (Academic Lead Advisor)

CUNY John Jay College

New York, NY, 10176, USA

NEW!

Licensed Professional Counselor (LPC) - Outpatient

LifeStance Health

Killeen, TX

NEW!

Academic Advisor, Preprofessional Advising - College of Arts & Science

New York University

New York, New York

NEW!

Academic Advisor I - 526571

University of Alabama, Tuscaloosa

Tuscaloosa, Alabama

NEW!

Licensed Professional Counselor (LPC)- Outpatient

LifeStance Health

Houston, TX

NEW!

Licensed Professional Counselor (LPC)- Outpatient

LifeStance Health

Plano, TX

NEW!

Genetics Counselor

Nemours

Orlando, Florida

NEW!

Academic Advisor I/II

Iowa State University

Ames, Iowa

NEW!

Assistant Dean of Admission

Hamilton College

Clinton, New York

NEW!

Associate Dean for Administration

The University of North Carolina at Chapel Hill

Chapel Hill, North Carolina

NEW!

Associate Dean for Undergraduate Affairs

Princeton University

Princeton, New Jersey

NEW!

Licensed Professional Counselor (LPC)- Outpatient

LifeStance Health

Cypress, TX

NEW!

Licensed Professional Counselor (LPC) - Outpatient

LifeStance Health

Cedar Park, TX

NEW!

Achieve Advisor

Highline College

Highline College 2400 S 240th St Des Moines

NEW!

Job Saved Save Job

PWM Registered Client Service Associate

Morgan Stanley

Details

Posted: 19-Jun-24

Location: Pepper Pike, Ohio

Type: Full-time

Internal Number: 20901086

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
EOE committed to diversifying its workforce.
M/F/D/V

Create a Job Match for Similar Jobs

About Morgan Stanley

Connections working at Morgan Stanley

More Jobs from This Employer

https://careers.iecaonline.com/jobs/20214429/pwm-registered-client-service-associate

Loading...

Summary:

Captcha / Bot check:

Error