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Account Service Associate Jobs in Prosper, TX (NOW HIRING)

Morgan Stanley

Client Service Associate

Dallas, TX · On-site

$14.25 - $19.75/hr

POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support ... accounts, including relaying stock positions and providing account balances (e.g., funds due and ...

Morgan Stanley

Client Service Associate

Dallas, TX · On-site

$14.25 - $19.75/hr

POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support ... account balances (e.g., funds due and margin debit) • Enter profile information or pre-fill ...

Stifel

Client Service Associate - Non-Registered

Frisco, TX · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Perform administrative functions related to opening client accounts and ongoing account coding ... clients; non-registered Client Service Associates may not volunteer quote or other stock ...

TalentLink Solutions

Client Service Associate

Frisco, TX · On-site

$13.50 - $18.75/hr

  • Medical

  • Life

  • Retirement

You are an experienced Client Service Associate who is excited to join a close-knit, collaborative ... From handling service requests and opening accounts to coordinating client meetings and managing ...

TalentLink Solutions

Client Service Associate

Frisco, TX · On-site

$13.75 - $18.75/hr

  • Medical

  • Life

  • Retirement

You are an experienced Client Service Associate who is excited to join a close-knit, collaborative ... From handling service requests and opening accounts to coordinating client meetings and managing ...

Travelers

Bilingual Customer Service Associate

Richardson, TX · On-site

$39K - $64K/yr

  • Medical

  • Life

  • Retirement

  • PTO

Customer Service Associate Taking care of our customers, our communities and each other. That's the ... account. You are also eligible for a Pension Plan that is 100% funded by Travelers. Paid Time Off:

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All JobsAccount Service Associate JobsAccount Service Associate Jobs in Prosper, TX

Account Service Associate information

See Prosper, TX salary details

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How much do account service associate jobs pay per hour?

As of Aug 19, 2026, the average hourly pay for account service associate in Prosper, TX is $20.22, according to ZipRecruiter salary data. Most workers in this role earn between $19.38 and $22.88 per hour, depending on experience, location, and employer.

Is an account service associate an entry level job?

An account service associate position is often considered entry-level, suitable for individuals with basic customer service skills and a high school diploma or equivalent. The role typically involves on-the-job training and does not usually require extensive prior experience or advanced certifications.

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.

What is the role of an account service associate?

An account service associate is responsible for managing client accounts, addressing customer inquiries, and ensuring client satisfaction. They often handle account updates, resolve issues, and coordinate with internal teams to meet client needs, typically using customer relationship management (CRM) tools. Strong communication and organizational skills are essential for success in this role.

What cities near Prosper, TX are hiring for Account Service Associate jobs?

Cities near Prosper, TX with the most Account Service Associate job openings:

Account Service Associate jobs near you

Client Service Associate

Morgan Stanley

Dallas, TX • On-site

$14.25 - $19.75/hr

Full-time

Re-posted 28 days ago

Morgan Stanley rating

8.4

Company rating: 8.4 out of 10

Based on 155 frontline employees who took The Breakroom Quiz

31st of 150 rated financial services

Job description

POSITION SUMMARY

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.

DUTIES and RESPONSIBILITIES:

CLIENT SUPPORT

Provide service coverage for a FA/PWA/team including:

Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships

Executing money movement transactions at the request of the client and/or FA/PWA

Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit)

Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA

Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)

Supporting the FAs/PWAs/teams' marketing strategy (e.g., website maintenance)

Assist FAs/PWAs/teams in delivering against their business plan and client service model

Remaining current on all policies, procedures and new platforms

Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management

ADMINISTRATIVE SUPPORT:

Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs/PWAs/teams as needed)

Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)

Maintaining travel itineraries, preparing expense reports and managing the reimbursement process

Assisting with general in-office support functions such as copying, filing and scanning documentation

Preparing and submitting expense reports for processing at the direction of the FA/PWA

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Education and/or Experience

High School Diploma/Equivalency

College degree preferred

Industry experience is a plus

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

Knowledge/Skills

Detail orientated with superior organizational skills and ability to prioritize

Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)

Exceptional writing, interpersonal and client service skills

Strong time management skills

Team player with the ability to collaborate with others

Ability to work in a fast-paced, evolving environment

Adaptable and ability to multi-task

Goal oriented, self-motivated and results driven

Reports to:

Business Service Office

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.

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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About Morgan Stanley

Sourced by ZipRecruiter

Since our founding in 1935, Morgan Stanley has been committed to serving local and global communities by being a market leader in Investment Banking, Securities, Investment Management and Wealth Management services. Our belief that capital can work to benefit all of society inspires us to put our clients first, lead with exceptional ideas, hold our business to high ethical standards, and give back to communities around the world through philanthropy and public works. We have a smart casual dress code and operate under a philosophy that balances work with your personal life. Our people's talent, passion, and expertise is the fuel on which our organization runs, therefore, our people are our greatest asset. Diversity and inclusiveness is a critical component for our success and it is our priority to continue building a firm that values the unique background and identity of every one of our employees, thus enabling our people to bring their full, and best selves to work each day. Teamwork is the essence of our approach, and so are the values of integrity, excellence, and enabling our people to achieve at the highest levels. We invite you to learn more about our commitment to diversity and serving our community.

Industry

Finance and insurance and software development

Company size

10,000+ Employees

Headquarters location

New York, NY, US

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