Registered Client Service Associate
Core
Assist Financial Advisors in delivering client service, processing transactions, and maintaining client accounts for a wealth management firm.
Role type
Client Service Associate (CSA)
Builds
Client accounts, financial plans, and client reports
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Series 7, Series 66/63/65, banking products knowledge, money movement transactions, estate needs processing, order input, financial planning, risk assessment
Preferred skills
2+ years industry experience, college degree
Technologies
Morgan Stanley Online, Morgan Stanley Mobile, Microsoft Office
Responsibilities
Cultivate client relationships, onboard and maintain client accounts, process money movement transactions, input orders, prepare financial plans and reports, support marketing strategy, perform administrative duties
Seniority
Individual Contributor