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Registered Client Service Associate

Morgan Stanley

Winchester, VA | Full Time

$61k-81k (estimate)

10 Months Ago

Registered Client Service Associate

Morgan Stanley Winchester, VA

$61k-81k (estimate)

Full Time | Securities 10 Months Ago

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Morgan Stanley is Hiring a Registered Client Service Associate Near Winchester, VA

Registered Client Service Associate

Job Number:

3237311

POSTING DATE: May 30, 2023

PRIMARY LOCATION: Americas-United States of America-Virginia-Winchester

JOB: Wealth Management

EMPLOYMENT TYPE: Full Time

JOB LEVEL: Non-Exempt

DESCRIPTION

POSITION SUMMARY:

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

QUALIFICATIONS

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

Morgan Stanley

EOE committed to diversifying its workforce.

M/F/D/V

Job Summary

JOB TYPE

Full Time

INDUSTRY

Securities

SALARY

$61k-81k (estimate)

POST DATE

06/01/2023

EXPIRATION DATE

07/25/2023

WEBSITE

morganstanley.com

HEADQUARTERS

MANHATTAN, NY

SIZE

>50,000

FOUNDED

1924

CEO

RICHARD B FISHER

REVENUE

>$50B

INDUSTRY

Securities

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The job skills required for Registered Client Service Associate include Client Service, Initiative, Microsoft Office, Planning, Futures, Organizational Skills, etc. Having related job skills and expertise will give you an advantage when applying to be a Registered Client Service Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Registered Client Service Associate. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Registered Client Service Associate positions, which can be used as a reference in future career path planning. As a Registered Client Service Associate, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Registered Client Service Associate. You can explore the career advancement for a Registered Client Service Associate below and select your interested title to get hiring information.

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If you are interested in becoming a Registered Client Service Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Registered Client Service Associate for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Registered Client Service Associate job description and responsibilities

Develop new business opportunities through client relations and option services.

03/15/2022: Boulder, CO

Maintain and update files as required by Financial Advisors on products and clients.

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Respond to phones and messages along with client requests.

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Registered Client Service Associate jobs

The primary qualifications needed for a career as a registered client associate typically include an associate's degree in business and work experience in a financial institution.

02/26/2022: Racine, WI

Most employers prefer a bachelor’s degree, but it’s possible to work your way up into the position with the lesser degree.

03/18/2022: Fort Wayne, IN

You need basic investment and financial management knowledge, which is a foundation you build in business degree programs.

03/29/2022: Beaumont, TX

Find an entry-level position at a bank before pursuing this career.

03/27/2022: Evansville, IN

5 Years work experience as a Client Service Associate at either a Broker Dealer are needed to qualify for this job.

05/02/2022: Lincoln, NE

Step 3: View the best colleges and universities for Registered Client Service Associate.

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