Registered Client Service Associate
Core
Assist Financial Advisors in delivering client service, processing requests, and managing client accounts to support business growth.
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, client relationship management, account onboarding, order entry, financial planning, risk assessment, Microsoft Office
Preferred skills
2+ years industry experience, college degree
Technologies
Morgan Stanley Online, Morgan Stanley Mobile, Microsoft Office
Responsibilities
Cultivate and enhance client relationships; Process client requests and authenticate clients; Onboard and maintain client accounts; Input orders and discuss reinvestment options; Prepare financial plans and client reports; Support marketing strategy and client events; Perform administrative duties for Financial Advisors.
Seniority
Individual Contributor