Top 44 Registered client associate Jobs in Paramus Nj

Registered Client Service Associate
Morgan Stanley —Paramus, NJ
- $68,000 - $90,000 a year
- Full-time
- Writing skills
- Mid-level
- Office
- Health savings account
- Paid holidays
Wealth Management Associate
Planning Alliance —Woodcliff Lake, NJ
- From $26,000 a year
- Full-time
- Hybrid work
- Finance
- Bachelor's degree
- US work authorization
- Paid training
- Health savings account
Quick Apply
Financial Advisor
Edward Jones —Rye, NY
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Bilingual Financial consultant / Management Fast Track Program
New York Life —New York, NY
- $100,000 - $150,000 a year
- Full-time
- Hybrid work
- Background check
- Spanish
- Sales
- AD&D insurance
- Disability insurance
Quick Apply
Associate, Alternatives Distribution and Client Services
Macquarie Group Limited —New York, NY
- $110,000 - $150,000 a year
- Full-time
- 5 years
- Finance
- Bachelor's degree
- Paid parental leave
- Health savings account
Financial Advisor
Edward Jones —New York, NY
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Senior Registered Client Service Associate - New York, NY
Raymond James Financial, Inc. —New York, NY
- $55,000 - $96,000 a year
- Full-time
- High school
- Writing skills
- Mid-level
- Paid holidays
- Health insurance
Financial Sales Manager Program
New York Life —Saddle Brook, NJ
- $60,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Business development
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
Edward Jones —Briarcliff Manor, NY
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Registered Client Service Associate
Stifel —New York, NY
- $53,900 - $80,700 a year
- Full-time
- Word processing
- Office
- High school diploma or GED
- Health insurance
- Dental insurance
Registered Private Client Associate - Hackensack, NJ
Janney Montgomery Scott LLC —Hackensack, NJ
- $50,000 - $75,000 a year
- Full-time
- Microsoft Outlook
- Office
- High school diploma or GED
- Paid parental leave
- Disability insurance
Quick Apply
Senior Client Associate
Savvy Wealth —New York, NY
- $65,000 - $75,000 a year
- Full-time
- Remote
- CPA
- Bachelor of Science
- Office
- Health savings account
- Paid holidays
Financial Planning Associate (Hybrid)- NJ
Perigon Wealth Management —Ridgewood, NJ
- Hybrid work
- Microsoft Excel
- Research
- Finance
- Dental insurance
- 401(k)
1d
Client Service Associate
Bleakley Financial Group LLC —Parsippany-Troy Hills, NJ
- Mid-level
- Office
- Bachelor's degree
Quick Apply
Wealth Management Associate
Morgan Stanley —New York, NY
- $90,000 - $130,000 a year
- Email
- Computer literacy
- Writing skills
- Office
Associate, Client Advisory
Jordan Park Group —New York, NY
- $125,000 - $150,000 a year
- Mid-level
- 3 years
- Finance
- Commuter assistance
- Health insurance
Client Service Associate
Stifel —White Plains, NY
- $43,800 - $65,500 a year
- Full-time
- Microsoft Outlook
- Office
- Administrative experience
- Health insurance
- Dental insurance
Senior Client Associate (West Coast)
Savvy Wealth —New York, NY
- $70,000 - $75,000 a year
- Full-time
- Remote
- CPA
- Bachelor of Science
- Office
- Health savings account
- Paid holidays
1d
Registered Private Client Associate - Midtown, NY
Janney Montgomery Scott LLC —New York, NY
- $65,000 - $75,000 a year
- Full-time
- Microsoft Outlook
- Office
- High school diploma or GED
- Paid parental leave
- Disability insurance
14d
Registered Senior Client Service Associate
Safra National Bank of New York —New York, NY
- $120,000 - $150,000 a year
- Full-time
- Microsoft Excel
- 5 years
- Mid-level
Quick Apply

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Registered Client Service Associate

Morgan Stanley -
Paramus, NJ

Apply Now

Job Details

Full-time
$68,000 - $90,000 a year

Benefits

Health savings account
Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Paid time off
Parental leave
Vision insurance
Life insurance

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 Manager

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

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.

New York

Expected base pay rates for the role will be between $68,000 and $90,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

New Jersey

Salary range for the position: $68,000 and $90,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.

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 paramus nj

Registered Client Service Associate

Wealth Management Associate

Financial Advisor

Bilingual Financial consultant / Management Fast Track Program

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