New York, New York, United States · On-site
$35k–$90k/yr
POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interacti…
Skills: Client Service, Money Movement Transactions, Account Onboarding, Digital Tool Enrollment, Calendar Management
Paramus, New Jersey, United States · On-site
$68k–$90k/yr
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…
Skills: Client Relationship Management, Financial Planning, Account Onboarding, Risk Assessment, Order Entry
Budapest, Central Hungary, Hungary · Hybrid
Since 1935, Morgan Stanley is known as a global leader in financial services, continuously evolving and innovating to better serve our clients and our communities in more than 40 countries around the world. In the Fixed …
Skills: Power Flow Modeling, DC OPF, Market Simulation, Python, Excel
Long Beach, California, United States · On-site
$34k–$90k/yr
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients,…
Skills: Client Service, Financial Product Knowledge, Microsoft Office, Time Management, Interpersonal Skills
New York, New York, United States · On-site
$225k–$250k/yr
Job Description The Credit Automated Trading team builds the models, systems and AI-driven tools that underpin our highly successful automated trading business. This business covers a range of global products from corpor…
Skills: Python, Machine Learning, Probability, Statistics, Optimization
Glasgow, Scotland, United Kingdom · Hybrid
We are seeking someone to join our team as an Operations and Support Associate to support and coordinate timelines and distribute to deliver HR communications with quality, consistency and speed. In the Corporate Communi…
Skills: HR Communications, Project Coordination, Operations Support, Writing, Editing
Purchase, New York, United States · On-site
$60k–$105k/yr
Executive Assistant - Legal & Compliance Morgan Stanley is a global financial services firm and a market leader in investment banking, securities, investment management and wealth management services. With offices in mor…
Skills: Calendar Management, Travel Coordination, Expense Reporting, Microsoft Office Suite, Communication
New York, New York, United States · On-site
$225k–$250k/yr
Role Overview We are seeking a passionate, collaborative VP-level GenAI professional to help shape how Generative AI is applied across financial and business workflows. This is a high-visibility opportunity to work at th…
Skills: Python, Generative AI, Large Language Models, Prompt Design, Software Engineering
India · On-site
Portfolio Analytics, Vice President, ISG Operations We’re seeking someone to join our team as a Vice President who based in Mumbai, India who is interested in applying skills in the business area concerning performance a…
Skills: Portfolio Analytics, Risk Attribution, Performance Attribution, People Management, Equities
Garden City, New York, United States · On-site
$68k–$120k/yr
POSITION SUMMARY Group Directors provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. The Group Director is a senior service level p…
Skills: Leadership, Financial Services Knowledge, Client Relationship Management, Business Operations Management, MS Excel
Garden City, New York, United States · On-site
$68k–$120k/yr
POSITION SUMMARY Group Directors provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. The Group Director is a senior service level p…
Skills: Leadership, Financial Services Products, Client Relationship Management, Business Management, MS Excel
Budapest, Central Hungary, Hungary · Hybrid
We’re seeking someone to join our team as a Frontend Developer in Wealth Management Technology. In the Technology division, we leverage innovation to build the connections and capabilities that power our Firm, enabling o…
Skills: React, REST APIs, Web Development, Frontend Development, Agile
Los Angeles, California, United States · On-site
$34k–$90k/yr
Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individual…
Skills: Client Service, Interpersonal Skills, Microsoft Office, Time Management, Organization
New York, New York, United States · On-site
$120k–$210k/yr
In the Technology division, we leverage innovation to build the connections and capabilities that power our Firm, enabling our clients and colleagues to redefine markets and shape the future of our communities. This is a…
Skills: Cyber Incident Management, Threat Intelligence, Risk Management, Executive Communication, Incident Response Orchestration
Mumbai City, Maharashtra, India · On-site
About Morgan Stanley Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve c…
Skills: Product Roadmap Definition, Agile/Scrum Development, Business Requirements Documentation, User Acceptance Testing, Backlog Grooming
New Orleans, Louisiana, United States · On-site
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients,…
Skills: Client Service, Financial Product Knowledge, Microsoft Office, Time Management, Interpersonal Skills
Northfield, New Jersey, United States · On-site
Responsibilities: Gain industry and organizational knowledge through daily business interactions and job assignments. Develop business, financial and analytical skills needed for career in global wealth management and fi…
Skills: Market Research, Financial Analysis, Marketing Support, Sales Support, Communication
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
Provide exceptional service and administrative support to Financial Advisors and their clients. Responsibilities include executing money movements, onboarding accounts, and managing calendars and travel itineraries.
Requires a High School Diploma and active Series 7 and Series 66 (or 63 and 65) licenses. A college degree and two or more years of industry experience are preferred.
POSITION SUMMARY
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.
DUTIES and RESPONSIBILITIES:
Provide service coverage for a FA/PWA/team including:
ADMINISTRATIVE SUPPORT:
• Preparing and submitting expense reports for processing at the direction of the FA/PWA
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
Knowledge/Skills
Reports to:
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. 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. There’s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Expected base pay rates for the role will be between $35,360 and $90,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
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.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With a 90-year history, Morgan Stanley today operates in 42 countries serving corporations, governments, institutions, families and individuals. Morgan Stanley is a talent business that demands ongoing investment in our people. Key drivers of our success have been the breadth and tenure of our talent, as well as a unique culture and a set of values that guide our employees. We view Morgan Stanley’s talent and culture as a key competitive advantage enabling the Firm to achieve its potential and drive future success. As an integrated firm with scaled capabilities, we partner with clients at every stage of their financial journey. Our ability to do so is grounded in four pillars that define Morgan Stanley: a clear and consistent strategy to help clients raise, manage and allocate capital; a culture grounded in rigor, humility and partnership; financial strength through capital, earnings power and durability; and growth driven by smart, strategic investment globally. These pillars enable Morgan Stanley to provide trusted advice, operate with resilience across market cycles and deliver long-term value to our clients and shareholders. Social Media Disclosures: mgstn.ly/SocialDisclosure
Offices: 1585 Broadway, New York, NY 10036, US · 2000 Westchester Ave, Purchase, New York 10577, US · 522 5th Ave, New York, US · 20 Bank Street, Canary Wharf, London, England E14 4AD, GB · 1 Austin Road West, Kowloon, Hong Kong, HK
Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With a 90-year history, Morgan Stanley today operates in 42 countries serving corporations, governments, institutions, families and individuals. Morgan Stanley is a talent business that demands ongoing investment in our people. Key drivers of our success have been the breadth and tenure of our talent, as well as a unique culture and a set of values that guide our employees. We view Morgan Stanley’s talent and culture as a key competitive advantage enabling the Firm to achieve its potential and drive future success. As an integrated firm with scaled capabilities, we partner with clients at every stage of their financial journey. Our ability to do so is grounded in four pillars that define Morgan Stanley: a clear and consistent strategy to help clients raise, manage and allocate capital; a culture grounded in rigor, humility and partnership; financial strength through capital, earnings power and durability; and growth driven by smart, strategic investment globally. These pillars enable Morgan Stanley to provide trusted advice, operate with resilience across market cycles and deliver long-term value to our clients and shareholders. Social Media Disclosures: mgstn.ly/SocialDisclosure
Offices: 1585 Broadway, New York, NY 10036, US · 2000 Westchester Ave, Purchase, New York 10577, US · 522 5th Ave, New York, US · 20 Bank Street, Canary Wharf, London, England E14 4AD, GB · 1 Austin Road West, Kowloon, Hong Kong, HK
