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.
DUTIES and RESPONSIBILITIES:
CLIENT SUPPORT
OTHER
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
Morgan Stanley
EOE committed to diversifying its workforce.
M/F/D/V
Job: *Wealth Management
Title: Registered Client Service Associate
Location: Texas-Houston
Requisition ID: 3231367
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