PWM Registered Client Service Associate

Morgan Stanley; Boston (MA); On-site; USD 52,000 - 78,000; Full time

Job summary

Morgan Stanley in Boston is seeking a Registered Client Service Associate to elevate the client experience with an elevated standard of care and to shape how clients interact with the firm.

You will work with teams to deploy the firm’s full capabilities for clients, requiring a solid understanding of firm policies and procedures to ensure seamless service delivery.

Qualifications

• Understanding of firm policies and procedures.
• Ability to deliver full firm capabilities to clients.
• Experience in client service or financial services.

Responsibilities

• Help modernize the client experience through an elevated standard of care.
• Assist with development and growth of business by utilizing firm capabilities for clients.
• Understand and apply firm policies and procedures to deliver full firm to clients.

Job description

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