Client Service Associate jobs in Waterport, NY

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Registered Client Service Associate
  • Morgan Stanley
  • Rochester, NY FULL_TIME
  • 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 Officer

    Expected base pay rates for the role will be between $35,000 and $85,000 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).

    Posting Date

    Jun 17, 2024

    Primary Location

    Americas-United States of America-New York-Rochester

    Other Locations

    Americas-United States of America-New York-Pittsford

    Job

    Wealth Management

    Employment Type

    Full Time

    Job Level

    Non-Exempt

  • 1 Month Ago

B
Client Service Associate
  • Brighton Securities
  • Rochester, NY FULL_TIME
  • At Brighton Securities, we’re proud of our client-centric atmosphere and as a Client Service Associate (CSA), you can make an immediate, positive impact on our client experience. The CSA serves as a p...
  • 1 Month Ago

J
Client service associate
  • JK Executive Strategies, LLC
  • Rochester, NY FULL_TIME
  • Client Services Associate Rochester, NY JK Executive Strategies is partnering with a well-respected financial services firm in search of a Client Services Associate to join its team. This role offers ...
  • 7 Days Ago

M
Client service associate
  • Morgan Stanley
  • Pittsford, NY FULL_TIME
  • Client Service Associate Job Number : 3254269 3254269 Posting Date Oct 11, 2024 Primary Location Americas-United States of America-New York-Pittsford Other Locations Americas-United States of America-...
  • 19 Days Ago

D
Client Associate
  • D13 Wells Fargo Clearing Services, LLC
  • Green, WI FULL_TIME
  • About this role: Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of business at wellsfargojob...
  • 1 Month Ago

D
Client Associate
  • D13 Wells Fargo Clearing Services, LLC
  • CRG, NY FULL_TIME
  • About this role: Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of business at wellsfargojob...
  • 13 Days Ago

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0 Client Service Associate jobs found in Waterport, NY area

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Administrative Assistant
  • TransPerfect
  • Rochester, NY
  • TransPerfect Is More Than Just a Job Our greatest asset is our people, and nothing is more important to us than ensuring...
  • 10/30/2024 12:00:00 AM

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CUSTOMER SERVICE REPRESENTATIVE
  • Family Dollar
  • Albion, NY
  • Store Family Dollar **Family Dollar is seeking motivated individuals to support our Stores as we provide essential produ...
  • 10/30/2024 12:00:00 AM

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Maintenance Technician
  • Buffalo Lodging Associates, LLC
  • East Amherst, NY
  • Major duties include basic repair work, painting, wall covering, plumbing, electrical work, pool operations, preventativ...
  • 10/30/2024 12:00:00 AM

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Food Court Attendant
  • Costco
  • Brockport, NY
  • Job Title: Food Court Attendant Employer: Costco Job Description: As a Food Court Attendant at Costco, you will be respo...
  • 10/30/2024 12:00:00 AM

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Supervisor, Library Stacks
  • The University of Rochester
  • Rochester, NY
  • The Library Stacks Supervisor manages all aspects of the River Campus Library (RCL) Stacks operations including supervis...
  • 10/29/2024 12:00:00 AM

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Client Services Associate
  • JK Executive Strategies, LLC
  • Rochester, NY
  • Client Services Associate Rochester, NY JK Executive Strategies is partnering with a well-respected financial services f...
  • 10/28/2024 12:00:00 AM

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FT Client Services Associate - Work From Home
  • Rubicon Technologies
  • Lancaster, NY
  • [Customer Service / Remote] - Anywhere in U.S. / Up to $21 per hour / Fully paid medical benefits / 401k match / PTO / L...
  • 10/28/2024 12:00:00 AM

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Part Time Teller
  • Northwest Bancorp, Inc.
  • North Tonawanda, NY
  • Northwest Tellers are important members of our retail network team because they often have the most interaction with our...
  • 10/27/2024 12:00:00 AM

Waterport is a hamlet in Orleans County, New York, United States. The community is located along Oak Orchard Creek and New York State Route 279 5.7 miles (9.2 km) north-northwest of Albion. Waterport has a post office with ZIP code 14571....
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Service Associate jobs
$47,567 to $60,477
Waterport, New York area prices
were up 1.5% from a year ago

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