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Private Wealth Management Registered Client Service Associate

Company

Morgan Stanley
Address , Menlo Park, 94025, Ca
Employment type FULL_TIME
Salary
Expires 2023-06-24
Posted at 1 year ago
Job Description
Private Wealth Management Registered Client Service Associate

Job Number:

3236335

POSTING DATE: Apr 24, 2023
PRIMARY LOCATION: Americas-United States of America-California-Menlo Park
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:
            Expected base pay rates for the role will be between $65,000. and $95,000. 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.

            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).