Registered Client Service Associate

Morgan Stanley; Washington (District of Columbia); On-site; USD 33,000 - 85,000; Full time

Job summary

A leading financial services firm seeks a Registered Client Service Associate to modernize the client experience and enhance service standards. This role involves client support, onboarding, and collaboration with Financial Advisors. Candidates should possess strong communication skills and relevant licenses, with a commitment to excellence and diversity.

Benefits

Health Insurance

Retirement Plans

Paid Time Off

Dental Insurance

Vision Insurance

Qualifications

• Active Series 7, Series 66 or Series 63, and Series 65 licenses required.
• Two or more years of industry experience preferred.

Responsibilities

• Cultivate and enhance client relationships through active communication.
• Onboard and maintain client accounts, processing transactions.
• Partner with Financial Advisors to develop business plans.

Skills

Communication

Client Service

Organizational Skills

Teamwork

Detail-Oriented

Education

High School Diploma

College Degree

Tools

Microsoft Office

Job description

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Registered Client Service Associates 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 capabilities to deliver comprehensive service to clients.

DUTIES AND RESPONSIBILITIES

Client Support

• Cultivate and enhance client relationships through active communication, processing requests, resolving inquiries, providing guidance, and maintaining current documentation.
• Identify and assist with firm services supporting clients’ needs, including banking products, digital offerings like Morgan Stanley Online and Mobile.
• Authenticate clients and confirm authorization when processing requests.
• Onboard and maintain client accounts, including gathering information, assessing risk, and processing transactions.
• Input orders, discuss reinvestment options, and handle corporate actions as directed by clients or Financial Advisors.
• Prepare financial plans and reports for client meetings.
• Review and respond to account alerts appropriately.

Other

• Partner with Financial Advisors to develop business plans and deliver client service.
• Support marketing efforts, including maintaining digital platforms and planning client events.
• Participate in training and education programs to stay current on policies, procedures, and platforms.
• Perform administrative duties like managing calls, arranging travel, scheduling meetings, and maintaining files.
• Engage in firm initiatives and collaborate with colleagues.

Education, Experience, Knowledge, and Skills

Education and/or Experience

• Active Series 7, Series 66 or Series 63, and Series 65 licenses.
• Two or more years of industry experience preferred.
• High School Diploma or equivalent; college degree preferred.

Knowledge/Skills

• Strong industry and product knowledge.
• Exceptional communication and client service skills.
• Detail-oriented with strong organizational skills.
• Proficient in Microsoft Office.
• Team player with collaborative skills.
• Ability to thrive in a fast-paced environment.
• Goal-oriented, self-motivated, results-driven.
• Knowledge of financial products like equities, bonds, options, mutual funds, annuities, and insurance.

Reports To

• Business Service Officer

What You Can Expect From Morgan Stanley

We are committed to excellence and diversity, offering comprehensive benefits and opportunities for growth. Our values—putting clients first, integrity, innovation, diversity, and community—guide our actions. We support our employees through various benefits, including health insurance, retirement plans, paid time off, and more. We aim to attract diverse talent and uphold equal employment opportunities.

Salary range: $33,280 - $85,000 per year. Eligible for discretionary bonuses and incentive plans. Benefits include health, dental, vision, 401(k), paid leave, and others. For more details, visit our benefits site.

Morgan Stanley is an equal opportunity employer committed to diversity and inclusion.