New York, New York, United States · On-site
$34k–$90k/yr
Job Description 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 th…
Skills: Client Relationship Management, Financial Planning, Account Onboarding, Risk Assessment, Order Entry
New York, New York, United States · On-site
Thank you for considering a career with the Research Foundation of The City University of New York (RFCUNY). The team at RFCUNY is made up of dedicated, talented professionals committed to providing the services that all…
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New York, New York, United States · On-site
$29/hr–$32/hr
Job DetailsJob Location: 143-06 135TH AVENUE - JAMAICA, NY 11436Position Type: Full TimeSalary Range: $29.67 - $32.97 HourlyESSENTIAL DUTIES AND RESPONSIBILITIES The Tenant Services Coordinator provides direct care servi…
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New York, New York, United States · On-site
$115k–$135k/yr
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Skills: Legal Research, SEC Research, Corporate Research, Litigation Research, Westlaw
New York, New York, United States · On-site
City, State:New York, New York Rate of Pay: $30 per hour The Navigator will respond to a wide variety of guest requests by accurately assessing the guest needs and requests and then adding personal recommendations and to…
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New York, New York, United States · Hybrid
$17/hr–$19/hr
Reporting to the Assistant Director in the Office of Student Engagement (OSE), Student Activity Group Leaders will support the goals of the office and the division of Student Success within The New School. This position …
Skills: Community Building, Teamwork, Organization, Communication, Event Planning
New York, New York, United States · Hybrid
$90k–$90k/yr
Job DetailsJob Location: 730 Bryant Avenue, Bronx NY 10474 - Bronx, NY 10474Salary Range: $90,000.00 - $90,000.00 Salary/yearPosition: COMPASS DIRECTOR About the Position The full-time on-site COMPASS Program Director is…
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New York, New York, United States · On-site
$82k–$153k/yr
Welcome to Warner Bros. Discovery… the stuff dreams are made of. Who We Are… When we say, “the stuff dreams are made of,” we’re not just referring to the world of wizards, dragons and superheroes, or even to the wonders …
Skills: Post Production Operations, Budget Management, Facility Management, Project Scheduling, Vendor Management
New York, New York, United States · On-site
$23/hr–$39/hr
Where Ambition Meets Innovation Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more…
Skills: Client Service, Wealth Management, Account Maintenance, Client Onboarding, Regulatory Compliance
New York, New York, United States · On-site
$23/hr–$31/hr
OVERVIEW OF THE COMPANY Fox Corporation Under the FOX banner, we produce and distribute content through some of the world’s leading and most valued brands, including: FOX News Media, FOX Sports, FOX Entertainment, FOX Te…
Skills: Calendar Management, Expense Reporting, Travel Coordination, Microsoft PowerPoint, Microsoft Word
New York, New York, United States · On-site
About Our Company We’re a physician-led, patient-centric network committed to simplifying health care and bringing a more connected kind of care. Our primary, multispecialty, and urgent care providers serve millions of p…
Skills: EMR Documentation, Phlebotomy, Patient Care, Lab Processing, EKG
New York, New York, United States · Hybrid
$70k–$85k/yr
Position SummaryThe Department Administrator provides high-level administrative, operational and strategic support to the Chair. This role supports effective functioning of the department and requires discretion, sound j…
Skills: Administrative Support, Operational Management, Strategic Support, Budget Management, Stakeholder Management
New York, New York, United States · On-site
$20/hr–$21/hr
The Oneida County Public Market Coordinator (OCPMC) will assist the supervisor with coordinating activities that grow the capacity of the Oneida County Public Market (OCPM) and developing new sales and marketing opportun…
Skills: Program Coordination, Marketing, E-commerce Management, Public Relations, Data Recording
New York, New York, United States · On-site
$18/hr–$33/hr
Position Title Cash Management Client Support & Training Specialist Location New York, NY 10018 Job Summary The Client Support and Training Specialist role is responsible for delivering a tailored White Glove training se…
Skills: Client Training, Cash Management, Treasury Products, Microsoft Teams, Salesforce
New York, New York, United States · On-site
$90k–$105k/yr
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Skills: Customer Support, Operational Rigor, Written Communication, Verbal Communication, Problem Solving
New York, New York, United States · Hybrid
$70k–$78k/yr
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Skills: Interpersonal Communication, Presentation Skills, Strategic Thinking, Creative Problem Solving, Project Management
New York, New York, United States · On-site
$101k–$130k/yr
BluePearl Pet Hospital is seeking an experienced Veterinary Practice Manager to join our team in Queens, NY! We are seeking an experienced, caring, and results-driven Practice Manager to join our team. The Practice Manag…
Skills: Team Leadership, Operational Management, Financial Management, Strategic Business Development, HR Compliance
New York, New York, United States · On-site
OUR PEOPLE POWER OUR PURPOSE The CorePower team is the heartbeat of the company. We prioritize our people first, and we are invested the employee experience so that together we can create an experience powerful enough to…
Skills: Customer Service, Oral Communication, Interpersonal Skills, Time Management, Microsoft Office
New York, New York, United States · On-site
Position Summary Provide basic hardware, software, and applications support for the Institute of Fine Arts (IFA), a school which has multiple locations and a complex technical environment including specialized technologi…
Skills: Hardware Support, Software Installation, Network Configuration, PC Support, Mac Support
Mount Sinai Health SystemsNew York, New York, United States · On-site
$50/hr–$50/hr
Description To perform radiographic examinations on patients referred by physicians in accordance with Radiology protocols Responsibilities 1. Performs routine radiological procedures. 2. Applies the necessary technical …
Skills: Radiologic technology, Patient positioning, Radiation protection, Diagnostic imaging, PACS
New York, New York, United States • On-site
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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.
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.
Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current
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
Confirm authorization and authenticate client when processing requests
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
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Two or more years of industry experience preferred
High School Diploma/Equivalency
College degree preferred
Knowledge/Skills
Strong industry, product, and branch procedures knowledge
Exceptional writing, interpersonal and client service skills
Detail oriented with superior organizational skills and ability to prioritize tasks
Strong computer skills and knowledge of Microsoft Office products
Team player with the ability to collaborate with others
Ability to work in a fast-paced, evolving environment
Goal oriented, self-motivated and results driven
Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
Reports to:
Business Service Officer
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 $34,320 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
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