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Private Wealth Management Registered Client Service Associate

Company

Morgan Stanley

Address , Atlanta, 30326, Ga
Employment type FULL_TIME
Salary
Expires 2023-10-03
Posted at 9 months ago
Job Description
Private Wealth Management Registered Client Service Associate

Job Number:

3239609

POSTING DATE: Aug 2, 2023
PRIMARY LOCATION: Americas-United States of America-Georgia-Atlanta
EDUCATION LEVEL: Refer to Position Description
JOB: Wealth Management
EMPLOYMENT TYPE: Full Time
JOB LEVEL: Non-Exempt

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
    OTHER

      QUALIFICATIONS

      EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

      Education and/or Experience
        Knowledge/Skills
          Reports to:

            Morgan Stanley
            EOE committed to diversifying its workforce.
            M/F/D/V