Registered CSA

Welcome to Morgan Stanley! We are currently seeking a highly motivated and experienced individual to join our team as a Registered Client Service Associate. As a CSA, you will play a crucial role in providing exceptional service to our clients and supporting our financial advisors in their daily operations. We are looking for someone who is passionate about the financial industry and committed to delivering top-notch service to our clients. If you have a strong attention to detail, excellent communication skills, and a desire to grow within a dynamic and fast-paced environment, we would love to hear from you.

1. Provide exceptional customer service to clients by promptly responding to inquiries, resolving issues, and building strong relationships.
2. Assist financial advisors with all aspects of client management, including account maintenance, transactions, and paperwork.
3. Maintain an in-depth knowledge of Morgan Stanley's products, services, and policies to effectively communicate and educate clients.
4. Collaborate with team members to ensure timely and accurate completion of tasks and projects.
5. Conduct thorough research and analysis to support financial advisors in making informed decisions and recommendations for clients.
6. Communicate with clients and internal teams in a clear, professional, and courteous manner through various channels, including phone, email, and in-person.
7. Ensure compliance with industry regulations and internal policies while handling confidential client information.
8. Proactively identify and address potential issues or risks related to client accounts and escalate to the appropriate parties as needed.
9. Continuously develop and expand knowledge of industry trends, products, and services to provide the best possible support to clients and financial advisors.
10. Contribute to a positive and collaborative team environment by actively participating in team meetings, sharing knowledge and best practices, and promoting a culture of excellence.

According to JobzMall, the average salary range for a Registered CSA in Purchase, Harrison, NY 10577, USA is $30,000 to $45,000 per year. This may vary depending on the specific company, location, and level of experience of the individual. Some companies may offer higher salaries and additional benefits such as bonuses or healthcare benefits. It is important to research and compare salaries offered by different companies to ensure fair compensation.

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.