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Online Services Administrator
Registered Client Service Associate Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. 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.
Client Support
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 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 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 High School Diploma/Equivalency Exceptional writing, interpersonal and client service skills Strong computer skills and knowledge of Microsoft Office products Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts Business Service Officer To qualify, applicants must be legally authorized to work in the United States and must not require, now or in the future, sponsorship for employment visa status.
At Morgan
Stanley, we raise, manage and allocate capital for our clients helping them reach their goals. 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.
Morgan
Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
