Top 23 Registered client associate Jobs in Coral Springs, Fl

Sr. Registered Client Service Associate
Morgan Stanley —Fort Lauderdale, FL
- Full-time
- Writing skills
- Mid-level
- Office
Registered Client Service Associate
Morgan Stanley —Fort Lauderdale, FL
- Full-time
- Spanish
- Writing skills
- English
Registered Client Service Associate
Ameriprise Financial —Fort Lauderdale, FL
- Full-time
- Research
- Mid-level
- Office
- Work from home
5h
Registered Client Service Associate
Stifel —Boca Raton, FL
- Full-time
- Microsoft Outlook
- Office
- High school diploma or GED
- Health insurance
- Dental insurance
Registered Wealth Management Client Associate
Bank of America —Boca Raton, FL
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Rep., Client Services (CPD)
Office Depot —Boca Raton, FL
- $15.20 - $25.84 an hour
- Full-time
- Office
- Fair chance
- Experience equivalent to degree accepted
- Commuter assistance
- Health savings account
Client Services Associate II
Amerantbank —Miramar, FL
- Spanish
- English
- Mid-level
Quick Apply
Associate Wealth Advisor
Perigon Wealth Management —Boca Raton, FL
- Full-time
- Microsoft Excel
- Research
- Mid-level
- Dental insurance
- Vision insurance
Senior Registered Client Service Associate (Boca Raton, FL)
Raymond James Financial, Inc. —Boca Raton, FL
- Full-time
- High school
- Writing skills
- Mid-level
- Paid holidays
- Health insurance
Registered Client Service Associate (Fort Lauderdale, FL)
Oppenheimer & Co. Inc. —Fort Lauderdale, FL
- Entry level
Quick Apply
14d
Registered PCA PCG - Boca Raton. FL
Janney Montgomery Scott LLC —Boca Raton, FL
- Full-time
- Microsoft Outlook
- Office
- High school diploma or GED
- Paid parental leave
- Paid time off
7d
Senior Registered Client Service Associate (Hallandale Beach, FL)
Raymond James Financial, Inc. —Hallandale Beach, FL
- Full-time
- Writing skills
- Mid-level
- Office
- Paid holidays
- Health insurance
Registered Wealth Management Client Associate- Bilingual Spanish
Bank of America —Fort Lauderdale, FL
- Full-time
- Microsoft Word
- Spanish
- Microsoft Excel
Wealth Advisor
Sequoia Financial Group Llc —Boca Raton, FL
- Full-time
- CPA
- 5 years
- Mid-level
Quick Apply
Wealth Planner (Associate Advisor)
Tobias Financial Advisors —Plantation, FL
- Full-time
- Background check
- Research
- Mid-level
- Profit sharing
- Health insurance
Quick Apply
Financial Advisor - PNC Wealth Management
PNC Financial Services Group —Fort Lauderdale, FL
- Full-time
- Public speaking
- Mid-level
- Office
- Wellness program
- Health savings account
Wealth Advisor / Financial Planner
Tobias Financial Advisors —Plantation, FL
- Full-time
- Hybrid work
- Background check
- Research
- Mid-level
- Profit sharing
- Health insurance
Quick Apply

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Financial Advisor - PNC Wealth Management
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Sr. Registered Client Service Associate

Morgan Stanley -
Fort Lauderdale, FL

Apply Now

Job Details

Full-time

Qualifications

Series 7

Full Job Description

POSITION SUMMARY:

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 .

Apply Now

Refine Your Search

registered client associate jobs in coral springs, fl

Sr. Registered Client Service Associate

Registered Client Service Associate

Registered Client Service Associate

Registered Client Service Associate

Registered Wealth Management Client Associate

Rep., Client Services (CPD)

Client Services Associate II

Associate Wealth Advisor

Senior Registered Client Service Associate (Boca Raton, FL)

Registered Client Service Associate (Fort Lauderdale, FL)

Registered PCA PCG - Boca Raton. FL

Senior Registered Client Service Associate (Hallandale Beach, FL)

Registered Wealth Management Client Associate- Bilingual Spanish

Wealth Advisor

Wealth Planner (Associate Advisor)

Financial Advisor - PNC Wealth Management

Wealth Advisor / Financial Planner

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