Top 13 Registered client associate Jobs in Alpharetta Ga

Registered Client Service Associate
Morgan Stanley —Alpharetta, GA
- Full-time
- Writing skills
- Mid-level
- Office
3d
Registered Financial Client Associate
Benjamin F Edwards & Co —Alpharetta, GA
- Full-time
- Research
- Office
- Bachelor's degree
- Health savings account
- Health insurance
Sr. Client Service Associate - Suwanee,GA
LPL Employee Services —Suwanee, GA
- $27.38 - $45.61 an hour
- Full-time
- Mid-level
- Office
- Finance
- Health insurance
- Paid time off
Quick Apply
Associate Financial Advisor
NettWorth Financial Group —Cumming, GA
- $70,000 - $90,000 a year
- Weekends as needed
- Background check
- Microsoft Outlook
- Mid-level
Quick Apply
Registered Client Service Associate
Ameriprise Financial —Dunwoody, GA
- Full-time
- Research
- Mid-level
- Office
7d
J.P. Morgan Wealth Management - Private Client Investment Associate - Alpharetta, GA
JPMorganChase —Alpharetta, GA
- Full-time
- Mid-level
- Office
- Marketing
- Health insurance
- Tuition reimbursement
Wealth Management Associate
Morgan Stanley —Atlanta, GA
- $50,000 - $115,000 a year
- 5 years
- Computer literacy
- Writing skills
- Health savings account
- Paid holidays
ASSOCIATE DIRECTOR, WEALTH STRATEGY
CCM ADMINISTRATIVE SERVICES LLC —Atlanta, GA
- $100,000 - $120,000 a year
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Health savings account
- Disability insurance
Quick Apply
Financial Planning Administrator
Merit Financial Advisors —Marietta, GA
- Full-time
- Research
- Mid-level
- Finance
- Health savings account
- Paid holidays
Quick Apply
Associate - Southeast Advisor Group
Thrivent —Atlanta, GA
- Contract
- Research
- Mid-level
- Administrative experience
Quick Apply

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Financial Advisor/Wealth Manager - Atlanta
Georgia Financial Advisors —Atlanta, GA
Associate’s degree in business or industry-related field. Maintain strong relationship with clients, helping them track their progress over time.
From $100,000 a year
Quick Apply
3d
Wealth Management Trainee (GA)
Bankers Life —Atlanta, GA
Continuous support with tech tools, marketing leads, and team collaboration. Bankers Life covers your entry level Life & Health coursework to start your…
$50,000 - $80,000 a year
Quick Apply

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Registered Branch Associate
Edward Jones —Columbus, OH
Complete required CE training to ensure license(s) are in good standing. Research portfolio performance, cost/fees, asset allocation, changes to portfolio…
Financial Advisor - PNC Wealth Management
PNC Financial Services Group —Sunbury, OH
In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
$75,000 a year

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Registered Client Service Associate

Morgan Stanley -
Alpharetta, GA

Apply Now

Job Details

Full-time
3 days ago

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

registered client associate jobs in alpharetta ga

Registered Client Service Associate

Registered Financial Client Associate

Sr. Client Service Associate - Suwanee,GA

Associate Financial Advisor

Registered Client Service Associate

J.P. Morgan Wealth Management - Private Client Investment Associate - Alpharetta, GA

Wealth Management Associate

ASSOCIATE DIRECTOR, WEALTH STRATEGY

Financial Planning Administrator

Associate - Southeast Advisor Group

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