Identify and assist with Firm services and solutions that support clients' needs including banking ... Onboard and maintain client accounts, including collecting client information and required ...
Identify and assist with Firm services and solutions that support clients' needs including banking ... Onboard and maintain client accounts, including collecting client information and required ...
Identify and assist with Firm services and solutions that support clients' needs including banking ... Onboard and maintain client accounts, including collecting client information and required ...
Identify and assist with Firm services and solutions that support clients' needs including banking ... Onboard and maintain client accounts, including collecting client information and required ...
Client Service Specialist
$16.25 - $21.75/hr
Job Title Client Service Specialist Location Atlanta Regular/Temporary Regular Summary We have an ... Conduct research and compile information regarding projects and initiatives; * Assist with planning ...
Client Service Specialist
$16.25 - $21.75/hr
Job Title Client Service Specialist Location Atlanta Regular/Temporary Regular Summary We have an ... Conduct research and compile information regarding projects and initiatives; * Assist with planning ...
The Client Service Executive (CSE) plays a pivotal role within the organization, overseeing the ... Provide timely feedback to Associates/Assistants and escalate to managers as needed * Assess ...
The Client Service Executive (CSE) plays a pivotal role within the organization, overseeing the ... Provide timely feedback to Associates/Assistants and escalate to managers as needed * Assess ...
Provide timely feedback to Associates/Assistants and escalate to managers as needed * Assess ... Ensure all client service calendar obligations are met in collaboration with producers Mentorship ...
Provide timely feedback to Associates/Assistants and escalate to managers as needed * Assess ... Ensure all client service calendar obligations are met in collaboration with producers Mentorship ...
As a Registered Client Service Associate, you will provide dedicated support to high producing ... Key Responsibilities: * Assist advisor(s) in servicing clients including preparing financial plans ...
As a Registered Client Service Associate, you will provide dedicated support to high producing ... Key Responsibilities: * Assist advisor(s) in servicing clients including preparing financial plans ...
Client Services Manager - Middle Market/Construction
Atlanta, GA · Hybrid
$72K - $141K/yr
Remains externally focused while serving as primary contact for assigned clients, commercial branch contacts, agents and brokers on all issues related to the client's service relationship with CNA. ...
Client Services Manager - Middle Market/Construction
Atlanta, GA · Hybrid
$72K - $141K/yr
Remains externally focused while serving as primary contact for assigned clients, commercial branch contacts, agents and brokers on all issues related to the client's service relationship with CNA. ...
Client Service Specialist (Atlanta)
$16.25 - $21.75/hr
Review offering-related material from investors and assist with completion of required forms ... High service-orientation with a client-first approach * Strong organizational and project ...
Client Service Specialist (Atlanta)
$16.25 - $21.75/hr
Review offering-related material from investors and assist with completion of required forms ... High service-orientation with a client-first approach * Strong organizational and project ...
... 's Claim Value Proposition, support new business opportunities, and enhance renewal success. Serves as a strategic business partner to senior Claim and Field leaders, ensuring client service ...
... 's Claim Value Proposition, support new business opportunities, and enhance renewal success. Serves as a strategic business partner to senior Claim and Field leaders, ensuring client service ...
The Client Service Executive (CSE) plays a pivotal role within the organization, overseeing the ... Provide timely feedback to Associates/Assistants and escalate to managers as needed * Assess ...
The Client Service Executive (CSE) plays a pivotal role within the organization, overseeing the ... Provide timely feedback to Associates/Assistants and escalate to managers as needed * Assess ...
Client Service Specialist - Atlanta
$16.25 - $21.75/hr
A Client Service Specialist will have a full day of client bookings for first time and returning clients who they will fit, style, and assist in any way needed. They will maintain a high level of ...
Client Service Specialist - Atlanta
$16.25 - $21.75/hr
A Client Service Specialist will have a full day of client bookings for first time and returning clients who they will fit, style, and assist in any way needed. They will maintain a high level of ...
Veterinary Assistant/Client Service Representative - Rehabilitation
Decatur, GA · On-site
$16 - $16.50/hr
Vision insurance Join Our Team as a Client Service Representative/Rehabilitation Assistant Headline: Deliver Outstanding Service to Pets and Their Families Do you thrive in customer service roles and ...
Veterinary Assistant/Client Service Representative - Rehabilitation
Decatur, GA · On-site
$16 - $16.50/hr
Vision insurance Join Our Team as a Client Service Representative/Rehabilitation Assistant Headline: Deliver Outstanding Service to Pets and Their Families Do you thrive in customer service roles and ...
Client Service Associate (Alpharetta, GA)
Alpharetta, GA · On-site
$14.25 - $19.50/hr
You will work alongside Financial Advisors to provide industry leading service to Morgan Stanley institutional client participants and retail clients to enhance the client experience, assist in ...
Client Service Associate (Alpharetta, GA)
Alpharetta, GA · On-site
$14.25 - $19.50/hr
You will work alongside Financial Advisors to provide industry leading service to Morgan Stanley institutional client participants and retail clients to enhance the client experience, assist in ...
Client Service Specialist - Atlanta
Atlanta, GA · On-site
$16.25 - $21.75/hr
A Client Service Specialist will have a full day of client bookings for first time and returning clients who they will fit, style, and assist in any way needed. They will maintain a high level of ...
Client Service Specialist - Atlanta
Atlanta, GA · On-site
$16.25 - $21.75/hr
A Client Service Specialist will have a full day of client bookings for first time and returning clients who they will fit, style, and assist in any way needed. They will maintain a high level of ...
Review and troubleshoot quarterly statements when required Team and Corporate Support * Assist the ... Participate in Client Services meetings and company educational events Education & Qualifications
Review and troubleshoot quarterly statements when required Team and Corporate Support * Assist the ... Participate in Client Services meetings and company educational events Education & Qualifications
Provide timely feedback to Associates/Assistants and escalate to managers as needed * Assess ... Ensure all client service calendar obligations are met in collaboration with producers Mentorship ...
Provide timely feedback to Associates/Assistants and escalate to managers as needed * Assess ... Ensure all client service calendar obligations are met in collaboration with producers Mentorship ...
Client Service Specialist (Atlanta)
Atlanta, GA · On-site
$75K - $90K/yr
Review offering-related material from investors and assist with completion of required forms ... High service-orientation with a client-first approach * Strong organizational and project ...
Client Service Specialist (Atlanta)
Atlanta, GA · On-site
$75K - $90K/yr
Review offering-related material from investors and assist with completion of required forms ... High service-orientation with a client-first approach * Strong organizational and project ...
Customer Service Assistant
Sandy Springs, GA · On-site
$48K - $51K/yr
We are seeking a polished and detail-oriented Customer Service Assistant to support daily client interactions and ensure smooth communication across departments. The ideal candidate is proactive ...
Customer Service Assistant
Sandy Springs, GA · On-site
$48K - $51K/yr
We are seeking a polished and detail-oriented Customer Service Assistant to support daily client interactions and ensure smooth communication across departments. The ideal candidate is proactive ...
Customer Service Assistant
Sandy Springs, GA · On-site
$48K - $51K/yr
We are seeking a polished and detail-oriented Customer Service Assistant to support daily client interactions and ensure smooth communication across departments. The ideal candidate is proactive ...
Customer Service Assistant
Sandy Springs, GA · On-site
$48K - $51K/yr
We are seeking a polished and detail-oriented Customer Service Assistant to support daily client interactions and ensure smooth communication across departments. The ideal candidate is proactive ...
Customer Service Assistant
Atlanta, GA · On-site
$16.50 - $22.75/hr
We are seeking a Customer Service Assistant to support our client relations team and ensure a seamless experience for our partners and customers. This role requires strong communication skills ...
Customer Service Assistant
Atlanta, GA · On-site
$16.50 - $22.75/hr
We are seeking a Customer Service Assistant to support our client relations team and ensure a seamless experience for our partners and customers. This role requires strong communication skills ...
Client Service Assistant information
See Decatur, GA salary details
$7.51 - $9.05
2% of jobs
$9.05 - $10.58
5% of jobs
$10.58 - $12.12
5% of jobs
$12.12 - $13.65
9% of jobs
$14.01 is the 25th percentile. Wages below this are outliers.
$13.65 - $15.19
16% of jobs
The median wage is $16.07 / hr.
$15.19 - $16.73
22% of jobs
$16.73 - $18.26
15% of jobs
$18.35 is the 75th percentile. Wages above this are outliers.
$18.26 - $19.80
10% of jobs
$19.80 - $21.34
7% of jobs
$21.34 - $22.87
5% of jobs
$22.87 - $24.41
3% of jobs
$7
$16
$24
How much do client service assistant jobs pay per hour?
What is a client service assistant?
What is the highest paying customer service job?
Is a CSA job stressful?
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Morgan Stanley rating
8.3
Based on 154 frontline employees who took The Breakroom Quiz
40th of 148 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.
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