Job summary
Job post source
This job is directly from Morgan Stanley
Job overview
The Registered Client Service Associate at Morgan Stanley plays a crucial role in enhancing client relationships and modernizing service standards, contributing to the firm's growth and client satisfaction.
Responsibilities and impact
Daily responsibilities include cultivating client relationships, processing requests, onboarding clients, preparing financial plans, and supporting Financial Advisors in business development and marketing efforts.
Compensation and benefits
The expected base pay ranges from $35,000 to $85,000 per year, with potential for commission earnings, bonuses, and other benefits as part of the total compensation package.
Experience and skills
Candidates must have active Series 7 and Series 66 or Series 63 and 65 licenses, with two or more years of industry experience preferred, along with strong interpersonal and organizational skills.
Career development
Opportunities for professional growth include participation in training programs and collaboration with Financial Advisors to enhance service delivery and business strategies.
Work environment and culture
Morgan Stanley emphasizes diversity, integrity, and excellence, aiming to create a workforce reflective of these values while ensuring equal employment opportunities.
Company information
Morgan Stanley is a leading global financial services firm known for its wealth management, investment banking, and asset management services, committed to attracting top talent from diverse backgrounds.
Team overview
The Registered CSA will work closely with Financial Advisors and support staff, contributing to a collaborative team environment focused on client service and business development.
Job location and travel
The primary location for this role is in Rochester, New York, with additional opportunities in Pittsford, New York, and it is a full-time position.
Unique job features
This role offers unique opportunities to engage in firm initiatives, participate in client events, and utilize firm resources for professional development.
Company overview
Morgan Stanley is a leading global financial services firm that provides investment banking, securities, wealth management, and investment management services. The company generates revenue through advisory fees, trading commissions, asset management fees, and interest income from lending activities. Founded in 1935, Morgan Stanley has a rich history marked by its role in major financial transactions and its resilience through economic cycles. The firm is known for its strong client relationships and innovative financial solutions.
How to land this job
Tailor your resume to highlight your client service experience, emphasizing your ability to cultivate relationships and resolve client inquiries effectively, as these are essential for the Registered Client Service Associate role at Morgan Stanley.
Showcase your knowledge of financial products and services, including banking products and digital offerings, as well as your understanding of firm policies and procedures, which are crucial for delivering comprehensive service to clients.
Apply through multiple platforms, including Morgan Stanley's corporate site and LinkedIn, to maximize your chances of being noticed for this position.
Connect with professionals in the Wealth Management division at Morgan Stanley on LinkedIn to learn more about the role and the team dynamics; potential ice breakers could include asking about their experiences at the firm or their insights on client engagement strategies.
Optimize your resume for ATS by integrating specific keywords from the job description such as 'client support', 'financial services', and 'organizational skills' to ensure it passes initial screenings.
Utilizing Jennie Johnson's Power Apply feature can simplify your application process by tailoring your resume, identifying the best application channels, and suggesting relevant LinkedIn connections to reach out to, allowing you to focus more on your job search strategy.
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