PWM Registered CSA

At Morgan Stanley, we are committed to providing our clients with exceptional service and expertise in the financial industry. As a PWM Registered Client Service Associate (CSA), you will play a crucial role in delivering a personalized and seamless experience for our high net worth clients. We are looking for a dynamic and detail-oriented individual with a strong passion for finance and customer service. If you possess excellent communication skills, a proactive mindset, and a desire to grow in a fast-paced environment, we invite you to join our team.

1. Provide exceptional service to high net worth clients by responding to inquiries, resolving issues, and addressing concerns in a timely and professional manner.
2. Assist PWM financial advisors in managing client relationships by maintaining accurate and up-to-date client records, scheduling appointments, and preparing necessary paperwork.
3. Proactively anticipate client needs and make recommendations for additional services or products that may benefit them.
4. Collaborate with internal teams to ensure seamless delivery of services and solutions to clients.
5. Continuously educate oneself on financial industry trends, products, and services to better serve clients.
6. Handle client onboarding and account maintenance processes, including opening new accounts and processing account transfers.
7. Act as a liaison between clients and various departments within the firm, ensuring efficient communication and resolution of client requests.
8. Maintain a high level of professionalism and confidentiality when handling sensitive client information.
9. Utilize firm systems and databases to accurately track and report client interactions and transactions.
10. Participate in team meetings and training sessions to improve knowledge and skills related to the role.
11. Assist with special projects and initiatives to enhance the client experience and drive business growth.
12. Uphold Morgan Stanley's values and standards, while adhering to all regulatory and compliance guidelines.

According to JobzMall, the average salary range for a PWM Registered CSA in New York, NY, USA is between $45,000 and $65,000 per year. Factors such as education, experience, and specific job responsibilities can affect the exact salary within this range. Additionally, bonuses and commission may be included in the compensation package for this role.

Morgan Stanley provides investment banking products and services to its clients and customers including corporations, governments, financial institutions, and individuals. It operates through the following business segments: Institutional Securities, Wealth Management, and Investment Management. The Institutional Services segment provides financial advisory, capital-raising services, and related financing services on behalf of institutional investors.