Fort Lauderdale, Florida, United States · On-site
POSITION SUMMARY: Registered Client Service Associates 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 growt…
Skills: Client Relationship Management, Financial Planning, Account Onboarding, Risk Assessment, Microsoft Office
Fort Lauderdale, Florida, United States · Hybrid
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Skills: Audit Management, Public Accounting, Financial Reporting, Staff Supervision, Client Relationship Management
Fort Lauderdale, Florida, United States · On-site
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Fort Lauderdale, Florida, United States · On-site
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Fort Lauderdale, Florida, United States · Remote OK
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Fort Lauderdale, Florida, United States · Remote OK
$250k–$275k/yr
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Fort Lauderdale, Florida, United States · On-site
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Fort Lauderdale, Florida, United States · On-site
Allied seeks an Administrative Coordinator for its office in Fort Lauderdale, Florida. This position is for an individual who has excellent welcome center and reception hospitality skills, is impeccably organized, and ha…
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Fort Lauderdale, Florida, United States · Remote OK
$165k–$200k/yr
The Associate Director of CMC Analytical Development will oversee the execution of the analytical strategy for drug substance and drug product development across all phases of clinical development and commercialization. …
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Fort Lauderdale, Florida, United States · On-site
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Fort Lauderdale, Florida, United States · On-site
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Fort Lauderdale, Florida, United States · On-site
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Fort Lauderdale, Florida, United States · On-site
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Fort Lauderdale, Florida, United States · On-site
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Fort Lauderdale, Florida, United States · On-site
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Fort Lauderdale, Florida, United States · On-site
Welcome to Destination Pet. We are One Pack- a united team working together to elevate the love and lives of pet families. Our pet-obsessed professionals create a connected care network of trustworthy partners who bring …
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Fort Lauderdale, Florida, United States · Remote Solely
Looking for motivated individuals who want more out of their income and career. This is a remote opportunity where you’ll work directly with individuals who have requested help understanding their financial protection op…
Skills: Client Relations, Financial Protection Consulting, Sales, Lead Management, Enrollment Processing
Fort Lauderdale, Florida, United States · Remote Solely
Looking for motivated individuals who want more out of their income and career. This is a remote opportunity where you’ll work directly with individuals who have requested help understanding their financial protection op…
Skills: Client Relations, Sales, Financial Protection Consulting, Lead Management, Communication
Fort Lauderdale, Florida, United States · Remote Solely
Looking for motivated individuals who want more out of their income and career. This is a remote opportunity where you’ll work directly with individuals who have requested help understanding their financial protection op…
Skills: Client Relationship Management, Sales, Financial Protection Consulting, Lead Management, Communication
Fort Lauderdale, Florida, United States · Remote Solely
Looking for motivated individuals who want more out of their income and career. This is a remote opportunity where you’ll work directly with individuals who have requested help understanding their financial protection op…
Skills: Client Relations, Sales, Financial Protection Consulting, Lead Management, Communication
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The Registered CSA supports the growth of business by managing client relationships, processing requests, and onboarding new accounts. They partner with Financial Advisors to deliver client service models and handle administrative duties including meeting coordination and reporting.
Candidates must hold active Series 7 and Series 66 (or 63 and 65) licenses and are preferably bilingual in English and Spanish. A high school diploma is required, though a college degree and two or more years of industry experience are preferred.
Registered Client Service Associates 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
Bilingual English/Spanish
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
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
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.
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
