Client service associate

ms

Mt Laurel Township, NJ

Description : POSITION SUMMARY :

POSITION SUMMARY :

Registered Client Service Associates (CSAs) help shape the future of service by modernizing the clientexperience through an elevated standard of care.

The Registered CSA assists with the development andgrowth of business through engaging and utilizing the full capabilities of the firm.

This is a key role thatrequires an understanding of firm policies, procedures and firm capabilities in order to deliver the fullfirm to clients.

CLIENT SUPPORTCultivate 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 currentIdentify 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 MobileConfirm authorization and authenticate client when... More Detail

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