POSITION SUMMARY Registered Client Service Associates (CSAs) help shape the future of service by ... DUTIES and RESPONSIBILITIES CLIENT SUPPORT * Cultivate and enhance new and existing client ...
POSITION SUMMARY Registered Client Service Associates (CSAs) help shape the future of service by ... DUTIES and RESPONSIBILITIES CLIENT SUPPORT * Cultivate and enhance new and existing client ...
POSITION SUMMARY Registered Client Service Associates (CSAs) help shape the future of service by ... DUTIES and RESPONSIBILITIES CLIENT SUPPORT * Cultivate and enhance new and existing client ...
POSITION SUMMARY Registered Client Service Associates (CSAs) help shape the future of service by ... DUTIES and RESPONSIBILITIES CLIENT SUPPORT * Cultivate and enhance new and existing client ...
Product Support Associate, STR - Nashville, TN Who isCoStarGroup? CoStar Group (NASDAQ: CSGP) is a ... Seekto fully understand client needs,demonstratea willingness to help, and deliver comprehensive ...
Product Support Associate, STR - Nashville, TN Who isCoStarGroup? CoStar Group (NASDAQ: CSGP) is a ... Seekto fully understand client needs,demonstratea willingness to help, and deliver comprehensive ...
Treasury Sales Support Associate
Gallatin, TN · On-site
$18.55 - $22.23/hr
Manage a high volume of inbound and outbound client communications while maintaining accuracy, responsiveness, and professionalism * Oversee the end-to-end delivery and support of Treasury Management ...
Treasury Sales Support Associate
Gallatin, TN · On-site
$18.55 - $22.23/hr
Manage a high volume of inbound and outbound client communications while maintaining accuracy, responsiveness, and professionalism * Oversee the end-to-end delivery and support of Treasury Management ...
Manage a high volume of inbound and outbound client communications while maintaining accuracy, responsiveness, and professionalism * Oversee the end-to-end delivery and support of Treasury Management ...
Manage a high volume of inbound and outbound client communications while maintaining accuracy, responsiveness, and professionalism * Oversee the end-to-end delivery and support of Treasury Management ...
Treasury Sales Support Associate
Clarksville, TN · On-site
$18.55 - $22.23/hr
Manage a high volume of inbound and outbound client communications while maintaining accuracy, responsiveness, and professionalism * Oversee the end-to-end delivery and support of Treasury Management ...
Treasury Sales Support Associate
Clarksville, TN · On-site
$18.55 - $22.23/hr
Manage a high volume of inbound and outbound client communications while maintaining accuracy, responsiveness, and professionalism * Oversee the end-to-end delivery and support of Treasury Management ...
Treasury Sales Support Associate
Gallatin, TN · On-site
$18.55 - $22.23/hr
Manage a high volume of inbound and outbound client communications while maintaining accuracy, responsiveness, and professionalism * Oversee the end-to-end delivery and support of Treasury Management ...
Treasury Sales Support Associate
Gallatin, TN · On-site
$18.55 - $22.23/hr
Manage a high volume of inbound and outbound client communications while maintaining accuracy, responsiveness, and professionalism * Oversee the end-to-end delivery and support of Treasury Management ...
Treasury Sales Support Associate
Clarksville, TN · On-site
$18.55/hr
Manage a high volume of inbound and outbound client communications while maintaining accuracy, responsiveness, and professionalism * Oversee the end-to-end delivery and support of Treasury Management ...
Treasury Sales Support Associate
Clarksville, TN · On-site
$18.55/hr
Manage a high volume of inbound and outbound client communications while maintaining accuracy, responsiveness, and professionalism * Oversee the end-to-end delivery and support of Treasury Management ...
Treasury Sales Support Associate
Clarksville, TN · On-site
$18.55 - $22.23/hr
Manage a high volume of inbound and outbound client communications while maintaining accuracy, responsiveness, and professionalism * Oversee the end-to-end delivery and support of Treasury Management ...
Treasury Sales Support Associate
Clarksville, TN · On-site
$18.55 - $22.23/hr
Manage a high volume of inbound and outbound client communications while maintaining accuracy, responsiveness, and professionalism * Oversee the end-to-end delivery and support of Treasury Management ...
Product Support Associate, STR (Bilingual Spanish) - Nashville, TN Who isCoStarGroup? CoStar Group ... Seekto fully understand client needs,demonstratea willingness to help, and deliver comprehensive ...
Product Support Associate, STR (Bilingual Spanish) - Nashville, TN Who isCoStarGroup? CoStar Group ... Seekto fully understand client needs,demonstratea willingness to help, and deliver comprehensive ...
PT Support Associate - Seasonal
$14.50 - $16.75/hr
... supporting front of the house and back of the house operations. You're also resourceful and ... Client & Brand Focused - We put ourselves in Tory's shoes * Live the Values - We show up for each ...
PT Support Associate - Seasonal
$14.50 - $16.75/hr
... supporting front of the house and back of the house operations. You're also resourceful and ... Client & Brand Focused - We put ourselves in Tory's shoes * Live the Values - We show up for each ...
PT Support Associate - Seasonal
Nashville, TN · On-site
$14.50 - $16.75/hr
... supporting front of the house and back of the house operations. You're also resourceful and ... Client & Brand Focused - We put ourselves in Tory's shoes * Live the Values - We show up for each ...
PT Support Associate - Seasonal
Nashville, TN · On-site
$14.50 - $16.75/hr
... supporting front of the house and back of the house operations. You're also resourceful and ... Client & Brand Focused - We put ourselves in Tory's shoes * Live the Values - We show up for each ...
PT Support Associate - Seasonal
Sevierville, TN · On-site
$12.75 - $14.50/hr
... supporting front of the house and back of the house operations. You're also resourceful and ... Client & Brand Focused - We put ourselves in Tory's shoes * Live the Values - We show up for each ...
PT Support Associate - Seasonal
Sevierville, TN · On-site
$12.75 - $14.50/hr
... supporting front of the house and back of the house operations. You're also resourceful and ... Client & Brand Focused - We put ourselves in Tory's shoes * Live the Values - We show up for each ...
PT Support Associate - Seasonal
$12.75 - $14.50/hr
... supporting front of the house and back of the house operations. You're also resourceful and ... Client & Brand Focused - We put ourselves in Tory's shoes * Live the Values - We show up for each ...
PT Support Associate - Seasonal
$12.75 - $14.50/hr
... supporting front of the house and back of the house operations. You're also resourceful and ... Client & Brand Focused - We put ourselves in Tory's shoes * Live the Values - We show up for each ...
Computer Network Technician III
Manchester, TN · On-site
$15.50 - $20.75/hr
Qualifications 5+ years experience providing client service support. Associate's degree in a related field. Must be Security+ CE certified. Must be able to obtain a Microsoft certification (e.g.
Computer Network Technician III
Manchester, TN · On-site
$15.50 - $20.75/hr
Qualifications 5+ years experience providing client service support. Associate's degree in a related field. Must be Security+ CE certified. Must be able to obtain a Microsoft certification (e.g.
Computer Network Technician III
Manchester, TN · On-site
$15.50 - $20.75/hr
Provide spare part status reports on a monthly basis or to the COR as needed. 5+ years experience providing client service support. Associate's degree in a related field. Must be Security+ CE ...
Computer Network Technician III
Manchester, TN · On-site
$15.50 - $20.75/hr
Provide spare part status reports on a monthly basis or to the COR as needed. 5+ years experience providing client service support. Associate's degree in a related field. Must be Security+ CE ...
Computer Network Technician III
$15.50 - $20.75/hr
Qualifications 5+ years experience providing client service support. Associate's degree in a related field. Must be Security+ CE certified. Must be able to obtain a Microsoft certification (e.g.
Computer Network Technician III
$15.50 - $20.75/hr
Qualifications 5+ years experience providing client service support. Associate's degree in a related field. Must be Security+ CE certified. Must be able to obtain a Microsoft certification (e.g.
Client Control Specialist
Germantown, TN · On-site
Essential Duties Client Support * Set up new warehouse lines of credit per credit approval ... clients, communities and associates unlock their full potential with capital and counsel.
Client Control Specialist
Germantown, TN · On-site
Essential Duties Client Support * Set up new warehouse lines of credit per credit approval ... clients, communities and associates unlock their full potential with capital and counsel.
Strong company culture that supports community and charitable organizations. Requirements of the Client Administration Associate: * BS degree in business, finance or related field preferred * 2 years ...
Strong company culture that supports community and charitable organizations. Requirements of the Client Administration Associate: * BS degree in business, finance or related field preferred * 2 years ...
Strong company culture that supports community and charitable organizations. Requirements of the Client Administration Associate: * BS degree in business, finance or related field preferred * 2 years ...
Strong company culture that supports community and charitable organizations. Requirements of the Client Administration Associate: * BS degree in business, finance or related field preferred * 2 years ...
Client Support Associate information
What does a Client Support Associate do?
How does a Client Support Associate typically collaborate with other departments to resolve customer issues?
Is a CSA job stressful?
What does a client service associate do?
What does a customer support associate do?
What are the key skills and qualifications needed to thrive as a Client Support Associate, and why are they important?
What is the difference between Client Support Associate vs Customer Service Representative?
| Aspect | Client Support Associate | Customer Service Representative |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles may prefer post-secondary education | High school diploma or equivalent; on-the-job training often provided |
| Work Environment | Corporate offices, call centers, or remote settings; focused on client accounts | Retail stores, call centers, or online support; general customer interactions |
| Employer & Industry Usage | Financial services, tech companies, consulting firms | Retail, telecom, hospitality, and various service industries |
While both roles involve assisting customers, a Client Support Associate typically handles specialized client accounts in professional settings, requiring specific industry knowledge. Customer Service Representatives often provide general support across various industries, focusing on broad customer inquiries. The roles differ mainly in scope and industry focus, but both aim to ensure customer satisfaction and retention.
What job makes $10,000 a month without a degree?

Morgan Stanley rating
8.3
Based on 147 frontline employees who took The Breakroom Quiz
40th of 139 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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