Atlanta, Georgia, United States · On-site
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, Microsoft Office
New York, New York, United States · On-site
$120k–$150k/yr
Morgan Stanley Investment Management (“MSIM”), together with its investment advisory affiliates, has more than 1,300 investment professionals around the world and $1.9 trillion in assets under management or supervision a…
Skills: Sustainability Strategy, Real Estate Investment, Climate Risk Assessment, Regulatory Compliance, Project Management
New York, New York, United States · On-site
$120k–$205k/yr
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, d…
Skills: Budgeting, Forecasting, Headcount Reporting, Financial Analysis, Expense Reporting
Newport, Rhode Island, United States · On-site
POSITION SUMMARY Business Development Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As key members of the service …
Skills: Client Relationship Management, Financial Planning, Digital Marketing, Portfolio Holdings, Interpersonal Skills
Jericho, New York, United States · On-site
$31k–$90k/yr
POSITION SUMMARY Registered Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular intera…
Skills: Client Relationship Management, Financial Services Knowledge, Microsoft Office, Interpersonal Skills, Time Management
Jericho, New York, United States · On-site
$31k–$90k/yr
POSITION SUMMARY Registered Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular intera…
Skills: Client Relationship Management, Financial Services Knowledge, Microsoft Office, Interpersonal Skills, Time Management
Columbus, Ohio, 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
Oklahoma, United States · On-site
$110k–$185k/yr
Morgan Stanley Wealth Management provides holistic financial solutions to individuals, families and institutions. With a legacy of innovation and a commitment to excellence, our Financial Planning Directors empower Finan…
Skills: Financial Planning, Tax Mitigation Strategies, Trust And Estate Planning, Equity Compensation, Cash-flow Planning
New York, New York, United States · On-site
$120k–$210k/yr
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 clients…
Skills: Commodities Pricing Models, Model Validation, Risk Management, Stochastic Calculus, Probability Theory
Alpharetta, Georgia, United States · On-site
$120k–$170k/yr
Role Requirement The Mainframe Security team is seeking a senior RACF engineer to support mainframe security engineering, tooling, automation, and project execution. The ideal candidate will have deep hands-on experience…
Skills: IBM RACF, IBM zSecure, JCL, REXX, CARLa
Bengaluru, Karnataka, India · On-site
Lead Data & Analytics - Director- Software Engineering Profile Description Division We’re seeking someone to join our FORT team as a Lead Data & Analytics, in to Our platform provides one of the most critical functions e…
Skills: Java, Spring Boot, Azure, Microservices, Distributed Systems
Montreal, Quebec, Canada · Hybrid
We’re seeking someone to join our team as a Lead Software Developer in Finance Technology to drive the end-to-end delivery of a large-scale SAP finance transformation, building critical reconciliation and control capabil…
Skills: Java, Python, GenAI, LLM, SQL
Mumbai City, Maharashtra, India · On-site
Company Profile 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 client…
Skills: Power Flow Modeling, Dayzer, OPF Software, Python, Excel
Tokyo, Japan · On-site
Role Overview The Real-Time Market Data (RTMD) team is responsible for operating and supporting the firm's mission-critical market data infrastructure that powers electronic trading, risk management, and front-office app…
Skills: Production Management, Site Reliability Engineering, Unix/Linux, TCP/IP, UDP
Hong Kong, Hong Kong Island, Hong Kong S.A.R. · On-site
Role Overview The Real-Time Market Data (RTMD) team is responsible for operating and supporting the firm's mission-critical market data infrastructure that powers electronic trading, risk management, and front-office app…
Skills: Production Management, Site Reliability Engineering, Unix/Linux, TCP/IP, UDP Multicast
Tokyo, Japan · On-site
Role Overview The Real-Time Market Data (RTMD) team is responsible for operating and supporting the firm's mission-critical market data infrastructure that powers electronic trading, risk management, and front-office app…
Skills: Production Management, Site Reliability Engineering, Unix/Linux, TCP/IP, UDP
Hong Kong, Hong Kong Island, Hong Kong S.A.R. · On-site
Role Overview The Real-Time Market Data (RTMD) team is responsible for operating and supporting the firm's mission-critical market data infrastructure that powers electronic trading, risk management, and front-office app…
Skills: Production Management, Site Reliability Engineering, Unix/Linux, TCP/IP, UDP Multicast
Mumbai City, Maharashtra, India · On-site
We’re seeking someone to join our team as an Vice President in Market Risk Team. In the Firm Risk Management division, we advise businesses across the Firm on risk mitigation strategies, develop tools to analyse and moni…
Skills: Market Risk Management, Value-at-Risk (VaR), Greeks, Scenario Analysis, Python
Seoul, South Korea · On-site
About the Company 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 clie…
Skills: Client Account Setup, Trade Booking, Trade Confirmation, Daily Settlement, Document Filing
Hong Kong, Hong Kong Island, Hong Kong S.A.R. · On-site
We're seeking someone to join our Hong Kong Security Settlements team within Operations In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement e…
Skills: Security Settlements, Risk Management, Process Coordination, Team Leadership, Compliance Policies
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The Registered CSA supports the growth of business by managing client relationships, processing requests, and onboarding new accounts. They also partner with Financial Advisors to execute business plans and provide administrative support for daily operations.
Candidates must hold active Series 7 and Series 66 (or 63 and 65) licenses. A high school diploma is required, though a college degree and two or more years of industry experience are preferred.
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.
Education and/or Experience
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.
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
