POSITION SUMMARY 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 ...
POSITION SUMMARY 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 ...
Client Service Associate (Alpharetta, GA)
$14.25 - $19.50/hr
The Client Service Associate is responsible for understanding firm policies, procedures, and digital tools to best support new and existing clients. You will work alongside Financial Advisors to ...
Client Service Associate (Alpharetta, GA)
$14.25 - $19.50/hr
The Client Service Associate is responsible for understanding firm policies, procedures, and digital tools to best support new and existing clients. You will work alongside Financial Advisors to ...
POSITION SUMMARY 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 ...
POSITION SUMMARY 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 ...
POSITION SUMMARY 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 ...
POSITION SUMMARY 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 ...
Senior Registered Client Service Associate Morgan Stanley Senior Registered Client Service Associate POSITION SUMMARY Senior Registered Client Service Associates provide exceptional service to our ...
Senior Registered Client Service Associate Morgan Stanley Senior Registered Client Service Associate POSITION SUMMARY Senior Registered Client Service Associates provide exceptional service to our ...
Senior Registered Client Service Associate Morgan Stanley Senior Registered Client Service Associate POSITION SUMMARY Senior Registered Client Service Associates provide exceptional service to our ...
Senior Registered Client Service Associate Morgan Stanley Senior Registered Client Service Associate POSITION SUMMARY Senior Registered Client Service Associates provide exceptional service to our ...
Senior Registered Client Service Associate Morgan Stanley Senior Registered Client Service Associate POSITION SUMMARY Senior Registered Client Service Associates provide exceptional service to our ...
Senior Registered Client Service Associate Morgan Stanley Senior Registered Client Service Associate POSITION SUMMARY Senior Registered Client Service Associates provide exceptional service to our ...
The key tasks of your job as a Registered Client Associate include the following: Relationship Management Educate clients on account services and capabilities (e.g., how to read statements/confirms ...
The key tasks of your job as a Registered Client Associate include the following: Relationship Management Educate clients on account services and capabilities (e.g., how to read statements/confirms ...
Your role The key tasks of your job as a Registered Client Associate include the following: Relationship Management • Educate clients on account services and capabilities (e.g., how to read ...
Your role The key tasks of your job as a Registered Client Associate include the following: Relationship Management • Educate clients on account services and capabilities (e.g., how to read ...
Your role The key tasks of your job as a Registered Client Associate include the following: Relationship Management • Educate clients on account services and capabilities (e.g., how to read ...
Your role The key tasks of your job as a Registered Client Associate include the following: Relationship Management • Educate clients on account services and capabilities (e.g., how to read ...
Client Service Associate
Atlanta, GA · On-site
$14 - $19.25/hr
Add jd 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 ...
Client Service Associate
Atlanta, GA · On-site
$14 - $19.25/hr
Add jd 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 ...
Our Sandy Springs, GA office is seeking a Client Service Associate to play a key role in supporting both our high-net-worth clients and our Financial Advisors (FAs). As the primary liaison between ...
Our Sandy Springs, GA office is seeking a Client Service Associate to play a key role in supporting both our high-net-worth clients and our Financial Advisors (FAs). As the primary liaison between ...
Private Wealth Management Client Service Associate
Atlanta, GA · On-site
$14 - $19.25/hr
Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through ...
Private Wealth Management Client Service Associate
Atlanta, GA · On-site
$14 - $19.25/hr
Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through ...
Client Service Associate (Hybrid Opportunity)
Atlanta, GA · On-site
$14 - $19.25/hr
Our Sandy Springs, GA office is seeking a Client Service Associate to play a key role in supporting both our high-net-worth clients and our Financial Advisors (FAs). As the primary liaison between ...
Client Service Associate (Hybrid Opportunity)
Atlanta, GA · On-site
$14 - $19.25/hr
Our Sandy Springs, GA office is seeking a Client Service Associate to play a key role in supporting both our high-net-worth clients and our Financial Advisors (FAs). As the primary liaison between ...
Client Service Associate 2
$14 - $19.25/hr
Services: * Teaching * Learning Solutions * Data Systems * IT Solutions * Financial Solutions ... Collaborate with Product and Client Management teams to share insights on usability, workflow ...
Client Service Associate 2
$14 - $19.25/hr
Services: * Teaching * Learning Solutions * Data Systems * IT Solutions * Financial Solutions ... Collaborate with Product and Client Management teams to share insights on usability, workflow ...
Client Service Associate (Hybrid Opportunity)
Atlanta, GA · Hybrid
$14 - $19.25/hr
Our Sandy Springs, GA office is seeking a Client Service Associate to play a key role in supporting both our high-net-worth clients and our Financial Advisors (FAs). As the primary liaison between ...
Client Service Associate (Hybrid Opportunity)
Atlanta, GA · Hybrid
$14 - $19.25/hr
Our Sandy Springs, GA office is seeking a Client Service Associate to play a key role in supporting both our high-net-worth clients and our Financial Advisors (FAs). As the primary liaison between ...
... Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative ...
... Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative ...
... Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative ...
... Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative ...
... Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative ...
... Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative ...
Building upon the responsibilities of the Client Service Associate, the CSE is responsible for strategic planning, client retention, and business growth. As a senior member of the team, the CSE ...
Building upon the responsibilities of the Client Service Associate, the CSE is responsible for strategic planning, client retention, and business growth. As a senior member of the team, the CSE ...
Client Service Associate information
See Decatur, GA salary details
$8.68 - $10.33
3% of jobs
$10.33 - $11.97
8% of jobs
$11.97 - $13.61
12% of jobs
$13.72 is the 25th percentile. Wages below this are outliers.
$13.61 - $15.26
28% of jobs
$15.26 - $16.90
15% of jobs
$18.25 is the 75th percentile. Wages above this are outliers.
$16.90 - $18.54
11% of jobs
$18.54 - $20.18
8% of jobs
$20.18 - $21.83
5% of jobs
$21.83 - $23.47
4% of jobs
$23.47 - $25.11
3% of jobs
$25.11 - $26.76
2% of jobs
$8
$16
$26
How much do client service associate jobs pay per hour?
What are the key skills and qualifications needed to thrive as a Client Service Associate, and why are they important?
How does a Client Service Associate typically collaborate with financial advisors and other team members?
What are Client Service Associates?
What jobs make 3000 a month without a degree?
What is the difference between Client Service Associate vs Customer Support Specialist?
| Aspect | Client Service Associate | Customer Support Specialist |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles may prefer relevant certifications | High school diploma or equivalent; technical certifications optional |
| Work Environment | Financial institutions, banks, investment firms | Retail, tech companies, service centers |
| Employer & Industry Usage | Financial services, banking, wealth management | Retail, e-commerce, tech support |
| Common Search & Comparison Intent | Understanding roles in finance and client interaction | Customer service roles in various industries |
The Client Service Associate typically works in financial institutions, focusing on client interactions, account management, and financial products. In contrast, a Customer Support Specialist often handles technical issues, product inquiries, and general customer assistance across diverse industries. While both roles require strong communication skills, the Client Service Associate's work is more finance-oriented, whereas the Customer Support Specialist's role is broader and more technical.
Morgan Stanley rating
8.3
Based on 147 frontline employees who took The Breakroom Quiz
38th of 138 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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