Top 39 Morgan stanley Jobs in Alpharetta, Ga

Registered Client Service Associate
Morgan Stanley —Alpharetta, GA
- Full-time
- Writing skills
- Mid-level
- Office
Financial Services Representative (Alpharetta, GA)
Morgan Stanley —Alpharetta, GA
- Full-time
- Hybrid work
- Finance
- Bachelor's degree
- Business Administration
- Paid training
- Employee stock purchase plan
Financial Services Representative - SIE (Alpharetta, GA)
Morgan Stanley —Alpharetta, GA
- Full-time
- Hybrid work
- Finance
- Bachelor's degree
- 1 year
- Paid training
- Employee stock purchase plan
NQDC Administration Associate/AVP
Morgan Stanley —Alpharetta, GA
- Full-time
- Microsoft Excel
- Mid-level
- Office
Recruiting Systems Analyst
Morgan Stanley —Alpharetta, GA
- Full-time
- 1 year
- Communication skills
- Entry level
Client Relationship Analyst
Morgan Stanley —Atlanta, GA
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
13d
Associate Portfolio Manager - Parametric
Morgan Stanley —Alpharetta, GA
- $78,000 - $140,000 a year
- Hybrid work
- Writing skills
- Mid-level
- Office
- Health savings account
- Paid holidays
Site Engagement Manager
Morgan Stanley —Alpharetta, GA
- Full-time
- 7 years
- Microsoft Excel
- Office
2d
Associate, Software Engineer
Morgan Stanley —Alpharetta, GA
- $130,000 a year
- Azure
- Computer Science
- Engineering
Director, North America Payroll Operations
Morgan Stanley —Alpharetta, GA
- Full-time
- Office
- 3 years
- Bachelor's degree
Relationship Manager, Global Equity - VP
Morgan Stanley —Alpharetta, GA
- $110,000 - $185,000 a year
- Full-time
- Computer literacy
- Office
- Analysis skills
- Retirement plan
Wealth Management Associate
Morgan Stanley —Atlanta, GA
- $50,000 - $115,000 a year
- 5 years
- Computer literacy
- Writing skills
- Health savings account
- Paid holidays
Registered Service Associate
Morgan Stanley —Atlanta, GA
- Full-time
- Writing skills
- Mid-level
- Office
10d
Technical Project Manager - Parametric
Morgan Stanley —Alpharetta, GA
- Full-time
- Hybrid work
- Office
- 3 years
- SQL
Director, Data & Analytics Engineering
Morgan Stanley —Alpharetta, GA
- $125,000 - $135,000 a year
- Computer Science
- Office
- Master's degree
Principal Technical Program Manager - Parametric
Morgan Stanley —Alpharetta, GA
- Full-time
- Hybrid work
- Office
- SQL
- Analysis skills
HR Coverage/Content Divisions Manager – Corporate Communications – Director
Morgan Stanley —Alpharetta, GA
- Full-time
- Office
- Senior level
- 4 years
Digital Forensics Investigator - Vice President
Morgan Stanley —Alpharetta, GA
- $125,000 - $175,000 a year
- Full-time
- Analysis skills
- Scripting
- Senior level
Insurance Risk Manager - Corporate Insurance - Director
Morgan Stanley —Alpharetta, GA
- Full-time
- Office
- Finance
- Bachelor's degree
DB2 Database Administrator (P3)
Morgan Stanley —Atlanta, GA
- $90,000 - $135,000 a year
- Full-time
- Remote
- 7 years
- SQL
- Mentoring
- Health savings account
- Paid holidays

I want to receive the latest job alert for morgan stanley in alpharetta, ga

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

morgan stanley jobs near alpharetta, ga

Insurance Risk Manager jobs in Alpharetta, GA

Database Administrator jobs in Atlanta, GA

Banking Relationship Manager jobs in Alpharetta, GA

Management Associate jobs in Atlanta, GA

Director Of Operations jobs in Alpharetta, GA

Registered Client Associate jobs in Atlanta, GA

Software Engineer jobs in Alpharetta, GA

Portfolio Manager jobs in Alpharetta, GA

Registered Client Associate jobs in Alpharetta, GA

Engagement Manager jobs in Alpharetta, GA

Customer Relations Representative jobs in Atlanta, GA

Systems Analyst jobs in Alpharetta, GA

Technical Project Manager jobs in Alpharetta, GA

Director Of Analytics jobs in Alpharetta, GA

Administrative Associate jobs in Norwood, NJ

Administrative Assistant jobs in Lexington, SC

Associate Degree jobs in Atlanta, GA

Administrative Associate jobs in Stillwater, OK

Administrative Associate jobs in Norfolk, VA

Administrative Associate jobs in Tyrone, GA

Registered Client Service Associate

Morgan Stanley -
Alpharetta, GA

Apply Now

Job Details

Full-time

Qualifications

High school diploma or GED
Series 7

Full Job Description

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 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 .

Apply Now

Refine Your Search

morgan stanley jobs in alpharetta, ga

Registered Client Service Associate

Financial Services Representative (Alpharetta, GA)

Financial Services Representative - SIE (Alpharetta, GA)

NQDC Administration Associate/AVP

Recruiting Systems Analyst

Client Relationship Analyst

Associate Portfolio Manager - Parametric

Site Engagement Manager

Associate, Software Engineer

Director, North America Payroll Operations

Relationship Manager, Global Equity - VP

Wealth Management Associate

Registered Service Associate

Technical Project Manager - Parametric

Director, Data & Analytics Engineering

Principal Technical Program Manager - Parametric

HR Coverage/Content Divisions Manager – Corporate Communications – Director

Digital Forensics Investigator - Vice President

Insurance Risk Manager - Corporate Insurance - Director

DB2 Database Administrator (P3)

I want to receive the latest job alert for morgan stanley in alpharetta, ga

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected