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Account Service Associate Jobs in Colchester, VT

Service Associate

Colchester, VT · On-site

$65K - $76K/yr

POSITION SUMMARY Service Associates perform operational support and oversight on behalf of the ... of accounts and processes, ensuring compliance with firm policies and regulatory requirements ...

Service Associate

Colchester, VT · On-site

$65K - $76K/yr

POSITION SUMMARY Service Associates perform operational support and oversight on behalf of the ... accounts and processes, ensuring compliance with firm policies and regulatory requirements • ...

Client Service Associates provide exceptional service to our clients and support Financial Advisor ... Onboard and maintain client accounts, including collecting client information and required ...

Client Service Associates provide exceptional service to our clients and support Financial Advisor ... Onboard and maintain client accounts, including collecting client information and required ...

POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support ... Enter profile information or pre-fill account documentation on client accounts and/or documents in ...

POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support ... Enter profile information or pre-fill account documentation on client accounts and/or documents in ...

Facilitate needed updates to member's accounts. * Respond to member questions and concerns in a ... Customer service background preferred. * Basic computer proficiency. * Punctuality and reliability ...

Facilitate needed updates to member's accounts. * Respond to member questions and concerns in a ... Customer service background preferred. * Basic computer proficiency. * Punctuality and reliability ...

Facilitate needed updates to member's accounts. * Respond to member questions and concerns in a ... Customer service background preferred. * Basic computer proficiency. * Punctuality and reliability ...

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Account Service Associate information

See Colchester, VT salary details

$5

$22

$26

How much do account service associate jobs pay per hour?

As of Jul 25, 2026, the average hourly pay for account service associate in Colchester, VT is $22.00, according to ZipRecruiter salary data. Most workers in this role earn between $21.11 and $24.90 per hour, depending on experience, location, and employer.

What is the work of an account associate?

An account service associate is responsible for managing client accounts, addressing customer inquiries, resolving issues, and maintaining strong client relationships. They often use customer relationship management (CRM) tools and need good communication skills to ensure client satisfaction and retention.

What jobs pay 4000 a week without a degree?

An Account Service Associate typically does not earn $4,000 weekly without a degree, as this role usually offers moderate pay. However, some high-paying sales, real estate, or commission-based roles in industries like insurance or financial services can reach or exceed this level with experience and strong performance, often requiring sales skills and certifications rather than formal degrees.

Is a CSA job stressful?

A Customer Service Associate (CSA) role can be stressful due to handling customer inquiries, resolving issues, and meeting performance targets. The level of stress varies depending on the work environment, workload, and individual skills in communication and problem-solving.

What is an account service associate?

An account service associate is a professional who manages client accounts, provides support, and ensures customer satisfaction. They often handle inquiries, process transactions, and use customer relationship management (CRM) tools to maintain account information.
Service Associate

Service Associate

Morgan Stanley

Colchester, VT • On-site

$65K - $76K/yr

Full-time

Posted 11 days ago


Morgan Stanley rating

8.3

Company rating: 8.3 out of 10

Based on 154 frontline employees who took The Breakroom Quiz

37th of 150 rated financial services


Job description

Job Description

POSITION SUMMARY

Service Associates perform operational support and oversight on behalf of the market as well as general management support functions and special projects. The role is responsible for daily functions such as document maintenance, money movement, trade support and various approvals. The Service Associate must have the ability to resolve problems using all available resources and escalate matters, as necessary.

DUTIES and RESPONSIBILITIES:

OPERATIONAL SUPPORT:

Manage documents, including quality reviews for accuracy and completeness, scanning and electronic filing

Oversee and distribute incoming and outgoing mail, including opening, sorting, time stamping and distributing regular and/or overnight mail at multiple points throughout the day

Perform basic money movement functions such as check deposits, issuing checks and cash and securities transaction approvals

Assist with processing of trade adjustments and responding to operational alerts

Execute actionable items upon review of delegated reports and requests to meet service level expectations in a timely manner

Support the Service and Risk Management team in audit preparedness through ongoing monitoring of accounts and processes, ensuring compliance with firm policies and regulatory requirements

Remedy and/or escalate service breaks to management team

If supervisory licenses are held - Possibility of supervisory responsibilities to be delegated

OTHER:

Assist with special projects (e.g., recruit onboarding support)

Identify Firm services and solutions that support clients' needs including secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile including remote deposit capture features

Maintain focus on evolving policy and platform changes, participating in training opportunities and conference calls as needed

Perform various other administrative duties on behalf of the branch (e.g., telephone coverage, ordering supplies, facilities support)

Serve as a resource to sales, service, risk and Home Office partners on behalf of Service Managers

Organize and track progress against operational remediation projects

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Education and/or Experience

High School Diploma/Equivalency

College degree preferred

Willingness to obtain Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

Knowledge/Skills:

Strong computer skills and knowledge of Microsoft Office products

Exceptional writing, interpersonal and client service skills

Detail oriented with superior organizational skills and ability to prioritize tasks

Team player with the ability to collaborate with others

Ability to work in a fast-paced, evolving environment

Willingness to obtain Series 9 and Series 10 (SU) for delegation of supervisory functions

Reports to:

Service Manager

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Expected base pay rates for the role will be between $65,000 and $76,000 per [hour/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 is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.


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