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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

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).