Registered Client Service Associates help shape the future of service by modernizing the client ... Proactively participate in firm initiatives directed by local management * Regularly seek ...
Registered Client Service Associates help shape the future of service by modernizing the client ... Proactively participate in firm initiatives directed by local management * Regularly seek ...
Senior Registered Client Service Associate
Fort Lauderdale, FL · On-site
$65 - $90/hr
Senior Registered Client Service Associate Morgan Stanley Senior Registered Client Service ... directed by local management ADMINISTRATIVE SUPPORT * Answering inbound phone calls or making ...
Senior Registered Client Service Associate
Fort Lauderdale, FL · On-site
$65 - $90/hr
Senior Registered Client Service Associate Morgan Stanley Senior Registered Client Service ... directed by local management ADMINISTRATIVE SUPPORT * Answering inbound phone calls or making ...
... directed by local management ADMINISTRATIVE SUPPORT: Answering inbound phone calls or making ... client service skills Strong time management skills Team player with the ability to collaborate ...
... directed by local management ADMINISTRATIVE SUPPORT: Answering inbound phone calls or making ... client service skills Strong time management skills Team player with the ability to collaborate ...
How you will contribute As a Director within Private Client Services, you will: * Provide multiple clients with a variety of accounting and support services including but not limited to the following:
Quick apply
How you will contribute As a Director within Private Client Services, you will: * Provide multiple clients with a variety of accounting and support services including but not limited to the following:
... directed by local management ADMINISTRATIVE SUPPORT: • Answering inbound phone calls or making ... client service skills • Strong time management skills • Team player with the ability to ...
... directed by local management ADMINISTRATIVE SUPPORT: • Answering inbound phone calls or making ... client service skills • Strong time management skills • Team player with the ability to ...
... directed by local management ADMINISTRATIVE SUPPORT: Answering inbound phone calls or making ... client service skills Strong time management skills Team player with the ability to collaborate ...
... directed by local management ADMINISTRATIVE SUPPORT: Answering inbound phone calls or making ... client service skills Strong time management skills Team player with the ability to collaborate ...
How you will contribute As a Director within Private Client Services, you will: * Provide multiple clients with a variety of accounting and support services including but not limited to the following:
How you will contribute As a Director within Private Client Services, you will: * Provide multiple clients with a variety of accounting and support services including but not limited to the following:
Senior Registered Client Service Associate
Fort Lauderdale, FL · On-site
$65 - $90/hr
... directed by local management ADMINISTRATIVE SUPPORT: • Answering inbound phone calls or making ... client service skills • Strong time management skills • Team player with the ability to ...
Senior Registered Client Service Associate
Fort Lauderdale, FL · On-site
$65 - $90/hr
... directed by local management ADMINISTRATIVE SUPPORT: • Answering inbound phone calls or making ... client service skills • Strong time management skills • Team player with the ability to ...
Director of FBO Services
Fort Lauderdale, FL · On-site
$180 - $240/hr
Direct all aspects of FBO operations including ramp coordination, fuel services, hangar utilization ... Anticipate client needs and ensure a highly personalized, discreet, and consistent service ...
Director of FBO Services
Fort Lauderdale, FL · On-site
$180 - $240/hr
Direct all aspects of FBO operations including ramp coordination, fuel services, hangar utilization ... Anticipate client needs and ensure a highly personalized, discreet, and consistent service ...
Direct all aspects of FBO operations including ramp coordination, fuel services, hangar utilization ... Anticipate client needs and ensure a highly personalized, discreet, and consistent service ...
Quick apply
Direct all aspects of FBO operations including ramp coordination, fuel services, hangar utilization ... Anticipate client needs and ensure a highly personalized, discreet, and consistent service ...
Client Experience Lead
Fort Lauderdale, FL · On-site
$78K/yr
Our busy law office is looking for a Client Services Director to own and elevate the entire client journey across all of our practice areas -- from the first hello to the lifelong relationship after ...
Quick apply
Client Experience Lead
Fort Lauderdale, FL · On-site
$78K/yr
Our busy law office is looking for a Client Services Director to own and elevate the entire client journey across all of our practice areas -- from the first hello to the lifelong relationship after ...
Manager, Premium Client Service
Miami, FL · On-site
The Miami HEAT Premium Service team is seeking a Manager, Premium Client Service. The role would be ... Prepare reports and summaries for review of Sr. Director as requested. * Manage all part-time ...
Manager, Premium Client Service
Miami, FL · On-site
The Miami HEAT Premium Service team is seeking a Manager, Premium Client Service. The role would be ... Prepare reports and summaries for review of Sr. Director as requested. * Manage all part-time ...
Oracle Fusion Field Service Implementation Director
Miami, FL · On-site
$155K - $410K/yr
... Service Implementation Director, you will lead the implementation and configuration of Oracle ... You will be instrumental in driving business growth, shaping client engagements, and mentoring ...
Oracle Fusion Field Service Implementation Director
Miami, FL · On-site
$155K - $410K/yr
... Service Implementation Director, you will lead the implementation and configuration of Oracle ... You will be instrumental in driving business growth, shaping client engagements, and mentoring ...
Registered Client Service Associates help shape the future of service by modernizing the client ... Proactively participate in firm initiatives directed by local management * Regularly seek ...
Registered Client Service Associates help shape the future of service by modernizing the client ... Proactively participate in firm initiatives directed by local management * Regularly seek ...
Registered Client Service Associates help shape the future of service by modernizing the client ... Proactively participate in firm initiatives directed by local management * Regularly seek ...
Registered Client Service Associates help shape the future of service by modernizing the client ... Proactively participate in firm initiatives directed by local management * Regularly seek ...
... directed by local management Regularly seek opportunities to use firm resources for peer sharing ... and client service skills Detail oriented with superior organizational skills and ability to ...
... directed by local management Regularly seek opportunities to use firm resources for peer sharing ... and client service skills Detail oriented with superior organizational skills and ability to ...
Registered Client Service Associates help shape the future of service by modernizing the client ... Proactively participate in firm initiatives directed by local management * Regularly seek ...
Registered Client Service Associates help shape the future of service by modernizing the client ... Proactively participate in firm initiatives directed by local management * Regularly seek ...
... directed by local management Regularly seek opportunities to use firm resources for peer sharing ... and client service skills Detail oriented with superior organizational skills and ability to ...
... directed by local management Regularly seek opportunities to use firm resources for peer sharing ... and client service skills Detail oriented with superior organizational skills and ability to ...
Licensed Client Service Associate - B11 - Miami, FL
Miami, FL · On-site
$64K - $90K/yr
Moderate but direct impact through close contact with the businesses' core activities. Quality and ... Client Services Time Type: Full time Primary Location: Miami Florida United States Primary Location ...
Licensed Client Service Associate - B11 - Miami, FL
Miami, FL · On-site
$64K - $90K/yr
Moderate but direct impact through close contact with the businesses' core activities. Quality and ... Client Services Time Type: Full time Primary Location: Miami Florida United States Primary Location ...
Registered Client Service Associates provide exceptional service to our clients and support ... directed by local management ADMINISTRATIVE SUPPORT: * Answering inbound phone calls or making ...
Registered Client Service Associates provide exceptional service to our clients and support ... directed by local management ADMINISTRATIVE SUPPORT: * Answering inbound phone calls or making ...
Client Service Director information
See Miami, FL salary details
$36.8K - $47.6K
7% of jobs
$47.6K - $58.5K
11% of jobs
$62.8K is the 25th percentile. Wages below this are outliers.
$58.5K - $69.3K
18% of jobs
$69.3K - $80.1K
12% of jobs
The median wage is $81.8K / yr.
$80.1K - $90.9K
17% of jobs
$99.5K is the 75th percentile. Wages above this are outliers.
$90.9K - $101.8K
14% of jobs
$101.8K - $112.6K
9% of jobs
$112.6K - $123.4K
7% of jobs
$123.4K - $134.3K
3% of jobs
$134.3K - $145.1K
1% of jobs
$145.1K - $155.9K
1% of jobs
$36.8K
$87K
$155.9K
How much do client service director jobs pay per year?
What is a client service director?
How does a client service director typically collaborate with internal teams to ensure client satisfaction?
What are the key skills and qualifications needed to thrive as a client service director, and why are they important?
How much does a client service director make in the US?
What are the most commonly searched types of Client Service jobs in Miami, FL?
The most popular types of Client Service jobs in Miami, FL are:
What cities near Miami, FL are hiring for Client Service Director jobs?
Cities near Miami, FL with the most Client Service Director job openings:

Full-time
Re-posted 7 days ago
Morgan Stanley rating
8.3
Based on 157 frontline employees who took The Breakroom Quiz
36th of 154 rated financial services
Job description
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 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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About Morgan Stanley
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Since our founding in 1935, Morgan Stanley has been committed to serving local and global communities by being a market leader in Investment Banking, Securities, Investment Management and Wealth Management services. Our belief that capital can work to benefit all of society inspires us to put our clients first, lead with exceptional ideas, hold our business to high ethical standards, and give back to communities around the world through philanthropy and public works. We have a smart casual dress code and operate under a philosophy that balances work with your personal life. Our people's talent, passion, and expertise is the fuel on which our organization runs, therefore, our people are our greatest asset. Diversity and inclusiveness is a critical component for our success and it is our priority to continue building a firm that values the unique background and identity of every one of our employees, thus enabling our people to bring their full, and best selves to work each day. Teamwork is the essence of our approach, and so are the values of integrity, excellence, and enabling our people to achieve at the highest levels. We invite you to learn more about our commitment to diversity and serving our community.
Industry
Finance and insurance and software development
Company size
10,000+ Employees
Headquarters location
New York, NY, US