Registered Client Service Associate

Morgan Stanley; Atlanta (GA); On-site; USD 55,000 - 70,000; Full time

Job summary

Morgan Stanley is seeking a Registered Client Service Associate in Atlanta, GA. This entry-level role focuses on enhancing client relationships and requires strong client service skills, knowledge of financial products, and relevant certifications. Ideal candidates will have a high school diploma and preferably a college degree, with a commitment to delivering exceptional service and support.

Benefits

Comprehensive employee benefits

Professional development opportunities

Qualifications

• Active Series 7 and Series 66 or Series 63 and Series 65 required.
• Two or more years of industry experience preferred.
• Strong knowledge of financial services products.

Responsibilities

• Cultivate and enhance client relationships through communication and support.
• Onboard and maintain client accounts, processing requests and transactions.
• Prepare financial plans and reports for client meetings.

Skills

Client service skills

Interpersonal skills

Detail oriented

Organizational skills

Team player

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Office

Job description

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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
  
  

What You Can Expect From Morgan Stanley

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

Morgan 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).

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  Entry level

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