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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
Client Service Coordinator
Hollywood, FL · On-site
$15 - $18.69/hr
Client Service Coordinator The Client Service Coordinator ("CSC") drives the flow of clients and ... associates and clients, and coordinates the care of clients and pets in a happy, welcoming ...
New
Client Service Coordinator
Hollywood, FL · On-site
$15 - $18.69/hr
Client Service Coordinator The Client Service Coordinator ("CSC") drives the flow of clients and ... associates and clients, and coordinates the care of clients and pets in a happy, welcoming ...
New
Registered Client Service Associates 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 ...
Registered Client Service Associates 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 ...
Registered Nurse - Per Diem
West Palm Beach, FL · On-site
$36/hr
Assess individual client care needs, initiate medical treatment plans, and competently process ... Associate (ADN) or Bachelors (BSN) degree. * Currently licensed as an RN is required. * Current CPR ...
Registered Nurse - Per Diem
West Palm Beach, FL · On-site
$36/hr
Assess individual client care needs, initiate medical treatment plans, and competently process ... Associate (ADN) or Bachelors (BSN) degree. * Currently licensed as an RN is required. * Current CPR ...
Registered Client Service Associates 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 ...
Registered Client Service Associates 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 ...
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 ...
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 ...
Registered Nurse - Per Diem
West Palm Beach, FL · On-site
$36/hr
Assess individual client care needs, initiate medical treatment plans, and competently process ... Associate (ADN) or Bachelors (BSN) degree. * Currently licensed as an RN is required. * Current CPR ...
Registered Nurse - Per Diem
West Palm Beach, FL · On-site
$36/hr
Assess individual client care needs, initiate medical treatment plans, and competently process ... Associate (ADN) or Bachelors (BSN) degree. * Currently licensed as an RN is required. * Current CPR ...
Client Service Coordinator
Pompano Beach, FL · On-site
$15 - $18.69/hr
... associates and clients, and coordinates the care of clients and pets in a happy, welcoming ... client care and maximum productivity of the veterinary medical team. * Maximize the number of pets ...
Client Service Coordinator
Pompano Beach, FL · On-site
$15 - $18.69/hr
... associates and clients, and coordinates the care of clients and pets in a happy, welcoming ... client care and maximum productivity of the veterinary medical team. * Maximize the number of pets ...
Client Service Coordinator
Lauderdale Lakes, FL · On-site
$18 - $23.50/hr
SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of ... associates and clients, and coordinates the care of clients and pets in a happy, welcoming ...
Client Service Coordinator
Lauderdale Lakes, FL · On-site
$18 - $23.50/hr
SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of ... associates and clients, and coordinates the care of clients and pets in a happy, welcoming ...
Registered Nurse - Full Time
West Palm Beach, FL · On-site
$31 - $36/hr
Assess individual client care needs, initiate medical treatment plans, and competently process ... Associate (ADN) or Bachelors (BSN) degree. * Currently licensed as an RN is required. * Current CPR ...
Registered Nurse - Full Time
West Palm Beach, FL · On-site
$31 - $36/hr
Assess individual client care needs, initiate medical treatment plans, and competently process ... Associate (ADN) or Bachelors (BSN) degree. * Currently licensed as an RN is required. * Current CPR ...
Client Service Coordinator
Lauderhill, FL · On-site
$18 - $23.25/hr
SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of ... associates and clients, and coordinates the care of clients and pets in a happy, welcoming ...
New
Client Service Coordinator
Lauderhill, FL · On-site
$18 - $23.25/hr
SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of ... associates and clients, and coordinates the care of clients and pets in a happy, welcoming ...
New
Client Service Coordinator
Lauderhill, FL · On-site
$18 - $23.25/hr
SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of ... associates and clients, and coordinates the care of clients and pets in a happy, welcoming ...
Client Service Coordinator
Lauderhill, FL · On-site
$18 - $23.25/hr
SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of ... associates and clients, and coordinates the care of clients and pets in a happy, welcoming ...
Registered Nurse - Full Time
West Palm Beach, FL · On-site
$31 - $36/hr
Assess individual client care needs, initiate medical treatment plans, and competently process ... Associate (ADN) or Bachelors (BSN) degree. * Currently licensed as an RN is required. * Current CPR ...
Registered Nurse - Full Time
West Palm Beach, FL · On-site
$31 - $36/hr
Assess individual client care needs, initiate medical treatment plans, and competently process ... Associate (ADN) or Bachelors (BSN) degree. * Currently licensed as an RN is required. * Current CPR ...
Client Service Coordinator
Miramar, FL · On-site
$15 - $18.69/hr
... associates and clients, and coordinates the care of clients and pets in a happy, welcoming ... client care and maximum productivity of the veterinary medical team. • Maximize the number of ...
Client Service Coordinator
Miramar, FL · On-site
$15 - $18.69/hr
... associates and clients, and coordinates the care of clients and pets in a happy, welcoming ... client care and maximum productivity of the veterinary medical team. • Maximize the number of ...
Client Service Coordinator
Miramar, FL · On-site
$15 - $18.69/hr
... associates and clients, and coordinates the care of clients and pets in a happy, welcoming ... superior client care and maximum productivity of the veterinary medical team. · Maximize the ...
New
Client Service Coordinator
Miramar, FL · On-site
$15 - $18.69/hr
... associates and clients, and coordinates the care of clients and pets in a happy, welcoming ... superior client care and maximum productivity of the veterinary medical team. · Maximize the ...
New
Client Service Coordinator
Margate, FL · On-site
$15 - $18.69/hr
... associates and clients, and coordinates the care of clients and pets in a happy, welcoming ... client care and maximum productivity of the veterinary medical team. • Maximize the number of ...
New
Client Service Coordinator
Margate, FL · On-site
$15 - $18.69/hr
... associates and clients, and coordinates the care of clients and pets in a happy, welcoming ... client care and maximum productivity of the veterinary medical team. • Maximize the number of ...
New
Client Service Coordinator - 005242
Delray Beach, FL · On-site
$15.39 - $19.67/hr
Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC ... associates and clients, and coordinates the care of clients and pets in a happy, welcoming ...
Client Service Coordinator - 005242
Delray Beach, FL · On-site
$15.39 - $19.67/hr
Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC ... associates and clients, and coordinates the care of clients and pets in a happy, welcoming ...
Client Service Coordinator - 002424
West Palm Beach, FL · On-site
$15.39 - $19.67/hr
Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC ... associates and clients, and coordinates the care of clients and pets in a happy, welcoming ...
Client Service Coordinator - 002424
West Palm Beach, FL · On-site
$15.39 - $19.67/hr
Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC ... associates and clients, and coordinates the care of clients and pets in a happy, welcoming ...
Client Care Associate information
See Boca Raton, FL salary details
$8.44 - $10.04
3% of jobs
$10.04 - $11.63
8% of jobs
$11.63 - $13.23
12% of jobs
$13.33 is the 25th percentile. Wages below this are outliers.
$13.23 - $14.83
28% of jobs
$14.83 - $16.42
15% of jobs
$17.74 is the 75th percentile. Wages above this are outliers.
$16.42 - $18.02
11% of jobs
$18.02 - $19.62
8% of jobs
$19.62 - $21.22
5% of jobs
$21.22 - $22.81
4% of jobs
$22.81 - $24.41
3% of jobs
$24.41 - $26.01
2% of jobs
$8
$16
$26
How much do client care associate jobs pay per hour?
What are the key skills and qualifications needed to thrive as a client care associate?
What is the role of a client care associate?
What does a client care associate do?
What do client care associates do?
How does a client care associate typically collaborate with other departments to resolve client issues?

Full-time
Re-posted 19 hours ago
Morgan Stanley rating
8.4
Based on 155 frontline employees who took The Breakroom Quiz
30th of 150 rated financial services
Job description
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
- Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current
- Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile
- Confirm authorization and authenticate client when processing requests
- Onboard and maintain client accounts, including collecting client information and required documentation, capturing and assessing risk, processing money movement transactions and handling estate needs as examples
- Input orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment options and corporate actions with clients at the direction of Financial Advisors
- Prepare financial plans, client reports, and other materials for client meetings
- Review and take appropriate action on client account alerts
OTHER
- Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model
- Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
- Actively engage in available training and education programs - including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls
- Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance
- Proactively participate in firm initiatives directed by local management
- Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors
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
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
What Morgan Stanley employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom