PWM Registered Client Service Associate

PWM Registered Client Service Associate

Join to apply for the PWM Registered Client Service Associate role at Morgan Stanley.

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 by engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding of firm policies, procedures and capabilities to deliver the full experience to clients.

• Cultivate and enhance new and existing client relationships through active communication, processing client requests, resolving inquiries, providing guidance and keeping key information and documentation 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 clients when processing requests.
• Onboard and maintain client accounts, including collecting client information and required documentation, assessing and managing risk, processing money movement transactions and handling estate needs.
• Input orders at the direction of clients and/or financial advisors, discuss reinvestment options and corporate actions with clients at the direction of advisors.
• Prepare financial plans, client reports, and other materials for client meetings.
• Review and take appropriate action on client account alerts.

• Partner with financial advisors 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 telephone coverage, business travel arrangements, coordination of client meetings, preparation of travel & expense reports, and filing & 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 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 equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.

• Business Service Officer.

Morgan Stanley is committed to maintaining first‑class service and a high standard of excellence that has defined us for over 89 years. Our values—putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back—guide our decisions to do what’s best for clients, communities and our employees. We provide opportunities, support, and empowerment in a collaborative, inclusive environment.

Our benefits and perks are among the most attractive in the industry, and we encourage mobility for those who show passion and grit.

Expected base pay rates for the role will be between $33,280 and $85,280 per…