POSITION SUMMARYRegistered Client Service Associates (CSAs) help shape the future of service by modernizing the clientexperience through an elevated standard of care. The Registered CSA assists with the development andgrowth of business through engaging and utilizing the full capabilities of the firm. This is a key role thatrequires an understanding of firm policies, procedures and firm capabilities in order to deliver the fullfirm to clients.DUTIES and RESPONSIBILITIESCLIENT SUPPORTCultivate 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 currentIdentify 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 MobileConfirm authorization and authenticate client when processing requestsOnboard and maintain client accounts, including collecting client information and required documentation, capturing and assessing risk, processing money movement transactions and handling estate needs as examplesInput orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment options and corporate actions with clients at the direction of Financial AdvisorsPrepare financial plans, client reports, and other materials for client meetingsReview and take appropriate action on client account alertsOTHERPartner with Financial Advisor(s) in developing a business plan and delivering against a client service modelSupport the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminarsActively 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 callsPerform 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 maintenanceProactively participate in firm initiatives directed by local managementRegularly seek opportunities to use firm resources for peer sharing and collaborating with Financial AdvisorsEDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLSEducation and/or ExperienceActive Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)Two or more years of industry experience preferredHigh School Diploma/EquivalencyCollege degree preferredKnowledge/SkillsStrong industry, product, and branch procedures knowledgeExceptional writing, interpersonal and client service skillsDetail oriented with superior organizational skills and ability to prioritize tasksStrong computer skills and knowledge of Microsoft Office productsTeam player with the ability to collaborate with othersAbility to work in a fast-paced, evolving environmentGoal oriented, self-motivated and results drivenKnowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accountsReports To:Business Service OfficerMorgan 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).
