Top 12 Registered client associate Jobs in Philadelphia Pa

PWM Registered Client Service Associate
Morgan Stanley —West Conshohocken, PA
- Full-time
- Writing skills
- Mid-level
- Office
Registered Client Service Associate
Morgan Stanley —Newtown Square, PA
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Registered Client Service Associate
Stifel —Haddonfield, NJ
- Full-time
- Microsoft Outlook
- Office
- Administrative experience
- Health insurance
- Dental insurance
9d
Registered Client Service Associate
Ameriprise Financial —Conshohocken, PA
- Full-time
- Research
- Mid-level
- Office
Financial Advisor Associate - Newtown, PA
TD Bank —Newtown, PA
- $61,880 - $92,560 a year
- Full-time
- Writing skills
- Basic math
- Mid-level
- Health insurance
- Paid time off
Registered Client Associate - Citadel Wealth Management
Citadel Federal Credit Union —West Chester, PA
- Mid-level
- Office
- High school diploma or GED
Quick Apply
Non Registered Client Associate - Citadel Wealth Management
Citadel Federal Credit Union —West Chester, PA
- Word processing
- Mid-level
- Office
Quick Apply
Private Wealth Management Analyst
Morgan Stanley —West Conshohocken, PA
- Full-time
- Computer literacy
- Writing skills
- Mid-level
4d
Financial Advisor - PNC Wealth Management
PNC Financial Services Group —Philadelphia, PA
- Full-time
- Public speaking
- Mid-level
- Office
- Wellness program
- Health savings account
Financial Advisor
Legacy Advisors, LLC —Plymouth Meeting, PA
- Hybrid work
- CPA
- 5 years
- Bachelor's degree
- AD&D insurance
- Disability insurance
Quick Apply

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PWM Registered Client Service Associate

Morgan Stanley -
West Conshohocken, PA

Apply Now

Job Details

Full-time

Qualifications

High school diploma or GED
Series 7

Full Job Description

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

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 philadelphia pa

PWM Registered Client Service Associate

Registered Client Service Associate

Registered Client Service Associate

Registered Client Service Associate

Financial Advisor Associate - Newtown, PA

Registered Client Associate - Citadel Wealth Management

Non Registered Client Associate - Citadel Wealth Management

Private Wealth Management Analyst

Financial Advisor - PNC Wealth Management

Financial Advisor

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