Registered CSA

Welcome to Morgan Stanley, where we are committed to providing exceptional financial services to our clients. We are currently seeking a highly skilled and motivated individual to join our team as a Registered Client Service Associate (CSA). As a CSA, you will play a crucial role in supporting our financial advisors and ensuring the highest level of customer service for our clients. This is an opportunity to be a part of a dynamic and fast-paced environment, where your contributions will directly impact the success of our business. We are looking for someone who is dedicated, detail-oriented, and possesses strong communication and organizational skills. If you are seeking a challenging and rewarding career in the financial industry, we encourage you to apply for the Registered CSA position at Morgan Stanley.

1. Provide exceptional customer service to clients, ensuring their needs are met and their inquiries are handled promptly and professionally.
2. Support financial advisors by managing administrative tasks, such as scheduling appointments, preparing client documents, and maintaining client records.
3. Act as a liaison between clients and financial advisors, ensuring open and effective communication.
4. Proactively identify and resolve any client issues or concerns, escalating to the appropriate parties as needed.
5. Maintain a thorough understanding of Morgan Stanley's products and services in order to effectively assist clients and support financial advisors.
6. Assist with new client onboarding and account maintenance, ensuring all necessary paperwork and compliance requirements are met.
7. Continuously update and maintain client information and records, ensuring accuracy and confidentiality.
8. Collaborate with other team members to ensure a seamless and efficient workflow, supporting the overall success of the team and firm.
9. Stay up-to-date on industry regulations and compliance requirements, ensuring all activities are in accordance with company policies and procedures.
10. Contribute to a positive and professional work environment, promoting teamwork, collaboration, and a high standard of excellence.
11. Participate in training and development opportunities to continuously improve skills and knowledge, staying current with industry trends and best practices.
12. Embrace and promote Morgan Stanley's values and culture, representing the firm in a positive and professional manner at all times.

According to JobzMall, the average salary range for a Registered CSA in Stamford, CT, USA is $33,000-$45,000 per year. However, this can vary depending on factors such as experience, education, and the specific company or industry.

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.