Senior Client Service Associate — Modern Financial Experience

Morgan Stanley; Paramus (NJ); On-site; USD 68,000 - 90,000; Full time

Benefits offered by this job

Benefits package

Job summary

Morgan Stanley in New Jersey seeks a Registered Client Service Associate (CSA) to support client relationships, process requests, and guide clients through banking products and digital platforms.

The role requires Series 7 and 66 or Series 63/65 licenses, a minimum of two years of industry experience, and a high school diploma with college degree preferred; emphasis on accuracy, communication, and teamwork.

Qualifications

• Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) licenses.
• Two or more years of industry experience preferred.
• High School Diploma/Equivalency; College degree preferred.

Responsibilities

• 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 including banking products 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.
• 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.

Education

Series 7/66 and/or Series 63/65 licenses

Two or more years of industry experience

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Office

Job description

Morgan Stanley in New Jersey seeks a Registered Client Service Associate (CSA) to support client relationships, process requests, and guide clients through banking products and digital platforms.

The role requires Series 7 and 66 or Series 63/65 licenses, a minimum of two years of industry experience, and a high school diploma with college degree preferred; emphasis on accuracy, communication, and teamwork.