... arrangements, coordination of client meetings, prepare travel & expense reports, and file ... Education and/or Experience * Bilingual English/Spanish * Active Series 7 (GS), and Series 66 (AG ...
... arrangements, coordination of client meetings, prepare travel & expense reports, and file ... Education and/or Experience * Bilingual English/Spanish * Active Series 7 (GS), and Series 66 (AG ...
... arrangements, coordination of client meetings, prepare travel & expense reports, and file ... Education and/or Experience * Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and ...
... arrangements, coordination of client meetings, prepare travel & expense reports, and file ... Education and/or Experience * Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and ...
... arrangements, coordination of client meetings, prepare travel & expense reports, and file ... Education and/or Experience * Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and ...
... arrangements, coordination of client meetings, prepare travel & expense reports, and file ... Education and/or Experience * Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and ...
... arrangements, coordination of client meetings, prepare travel & expense reports, and file ... Education and/or Experience * Bilingual English/Spanish * Active Series 7 (GS), and Series 66 (AG ...
... arrangements, coordination of client meetings, prepare travel & expense reports, and file ... Education and/or Experience * Bilingual English/Spanish * Active Series 7 (GS), and Series 66 (AG ...
... arrangements, coordination of client meetings, prepare travel & expense reports, and file ... Education and/or Experience * Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and ...
... arrangements, coordination of client meetings, prepare travel & expense reports, and file ... Education and/or Experience * Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and ...
Client Service Coordinator
North Miami Beach, FL · On-site
$17.75 - $23/hr
SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of ... One year related experience required with customer service preferred. Medical background ...
Client Service Coordinator
North Miami Beach, FL · On-site
$17.75 - $23/hr
SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of ... One year related experience required with customer service preferred. Medical background ...
Client Service Coordinator
Lauderdale Lakes, FL · On-site
$18 - $23.50/hr
SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of ... EXPERIENCE, EDUCATION AND/OR TRAINING · High School Diploma or equivalent preferred. · Must be at ...
Client Service Coordinator
Lauderdale Lakes, FL · On-site
$18 - $23.50/hr
SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of ... EXPERIENCE, EDUCATION AND/OR TRAINING · High School Diploma or equivalent preferred. · Must be at ...
Client Service Coordinator
Lauderhill, FL · On-site
$18 - $23.25/hr
SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of ... EXPERIENCE, EDUCATION AND/OR TRAINING • High School Diploma or equivalent preferred. • Must be ...
Client Service Coordinator
Lauderhill, FL · On-site
$18 - $23.25/hr
SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of ... EXPERIENCE, EDUCATION AND/OR TRAINING • High School Diploma or equivalent preferred. • Must be ...
Client Service Coordinator
Hollywood, FL · On-site
$15 - $18.69/hr
Client Service Coordinator The Client Service Coordinator ("CSC") drives the flow of clients and ... candidate's experience, skill level, and education, and may vary depending on location or ...
Client Service Coordinator
Hollywood, FL · On-site
$15 - $18.69/hr
Client Service Coordinator The Client Service Coordinator ("CSC") drives the flow of clients and ... candidate's experience, skill level, and education, and may vary depending on location or ...
Client Service Coordinator
Pompano Beach, FL · On-site
$15 - $18.69/hr
Client Service Coordinator The Client Service Coordinator ("CSC") drives the flow of clients and ... candidate's experience, skill level, and education, and may vary depending on location or ...
Client Service Coordinator
Pompano Beach, FL · On-site
$15 - $18.69/hr
Client Service Coordinator The Client Service Coordinator ("CSC") drives the flow of clients and ... candidate's experience, skill level, and education, and may vary depending on location or ...
... arrangements, coordination of client meetings, prepare travel & expense reports, and file ... Education and/or Experience * Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and ...
... arrangements, coordination of client meetings, prepare travel & expense reports, and file ... Education and/or Experience * Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and ...
... arrangements, coordination of client meetings, prepare travel & expense reports, and file ... Education and/or Experience * Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and ...
... arrangements, coordination of client meetings, prepare travel & expense reports, and file ... Education and/or Experience * Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and ...
Client Services Coordinator
Boynton Beach, FL · On-site
$20.19 - $22.50/hr
Experience with, and mastery knowledge of, all state and federal benefits assistance programs such as SNAP, TCA, and Medicaid. * Ability to work under pressure in a fast-paced environment while ...
Client Services Coordinator
Boynton Beach, FL · On-site
$20.19 - $22.50/hr
Experience with, and mastery knowledge of, all state and federal benefits assistance programs such as SNAP, TCA, and Medicaid. * Ability to work under pressure in a fast-paced environment while ...
Client Services Coordinator
Boynton Beach, FL · On-site
$20.19 - $22.50/hr
Experience with, and mastery knowledge of, all state and federal benefits assistance programs such as SNAP, TCA, and Medicaid. * Ability to work under pressure in a fast-paced environment while ...
Quick apply
Client Services Coordinator
Boynton Beach, FL · On-site
$20.19 - $22.50/hr
Experience with, and mastery knowledge of, all state and federal benefits assistance programs such as SNAP, TCA, and Medicaid. * Ability to work under pressure in a fast-paced environment while ...
Client Experience · Drive clear thinking and excellent problem solving to a range of business or ... coordination with supporting resources. · Collaborate with the clinical leaders, analyze ...
Quick apply
Client Experience · Drive clear thinking and excellent problem solving to a range of business or ... coordination with supporting resources. · Collaborate with the clinical leaders, analyze ...
Marketing Client Success Coordinator
West Palm Beach, FL · On-site
$45K - $65K/yr
Wellness resources The Client Success Coordinator is responsible for ensuring smooth communication ... Experience in CRM tools (e.g., Hubstaff, Salesforce). * Experience with G-Suite (Google Drive ...
Marketing Client Success Coordinator
West Palm Beach, FL · On-site
$45K - $65K/yr
Wellness resources The Client Success Coordinator is responsible for ensuring smooth communication ... Experience in CRM tools (e.g., Hubstaff, Salesforce). * Experience with G-Suite (Google Drive ...
Client Service Coordinator
Miramar, FL · On-site
$15 - $18.69/hr
SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of ... candidate's experience, skill level, and education, and may vary depending on location or ...
Client Service Coordinator
Miramar, FL · On-site
$15 - $18.69/hr
SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of ... candidate's experience, skill level, and education, and may vary depending on location or ...
Client Service Coordinator
Miramar, FL · On-site
$15 - $18.69/hr
SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of ... candidate's experience, skill level, and education, and may vary depending on location or ...
Client Service Coordinator
Miramar, FL · On-site
$15 - $18.69/hr
SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of ... candidate's experience, skill level, and education, and may vary depending on location or ...
Client Service Coordinator
Margate, FL · On-site
$15 - $18.69/hr
SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of ... candidate's experience, skill level, and education, and may vary depending on location or ...
Client Service Coordinator
Margate, FL · On-site
$15 - $18.69/hr
SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of ... candidate's experience, skill level, and education, and may vary depending on location or ...
Client Manager, Personal Lines
Fort Lauderdale, FL · On-site
$37K - $50K/yr
Research and resolve client issues by coordinating with insurance carriers and internal ... Identify opportunities to improve the client experience and communicate recommendations. * Escalate ...
Client Manager, Personal Lines
Fort Lauderdale, FL · On-site
$37K - $50K/yr
Research and resolve client issues by coordinating with insurance carriers and internal ... Identify opportunities to improve the client experience and communicate recommendations. * Escalate ...
Client Experience Coordinator information
See Boca Raton, FL salary details
$13.69 - $14.93
3% of jobs
$14.93 - $16.18
11% of jobs
$16.76 is the 25th percentile. Wages below this are outliers.
$16.18 - $17.42
24% of jobs
The median wage is $18.52 / hr.
$17.42 - $18.66
14% of jobs
$18.66 - $19.91
12% of jobs
$19.91 - $21.15
8% of jobs
$21.60 is the 75th percentile. Wages above this are outliers.
$21.15 - $22.40
9% of jobs
$22.40 - $23.64
7% of jobs
$23.64 - $24.89
4% of jobs
$24.89 - $26.13
3% of jobs
$26.13 - $27.37
4% of jobs
$13
$20
$27
How much do client experience coordinator jobs pay per hour?
What does a client experience coordinator do?
How does a Client Experience Coordinator typically collaborate with other departments to enhance client satisfaction?
What are the key skills and qualifications needed to thrive as a Client Experience Coordinator?
What is the role of a client experience coordinator?
What is the difference between Client Experience Coordinator vs Customer Service Representative?
| Aspect | Client Experience Coordinator | Customer Service Representative |
|---|---|---|
| Required Credentials | Typically a bachelor's degree in business, marketing, or related field | High school diploma or equivalent; some roles prefer post-secondary education |
| Work Environment | Office settings, client meetings, project coordination | Call centers, retail, online support channels |
| Employer & Industry Usage | Used in corporate, healthcare, and service industries focusing on client retention | Common across retail, telecom, and hospitality sectors |
| Search & Comparison Intent | Understanding roles in client relations and experience management | Seeking direct customer support roles |
The main difference is that a Client Experience Coordinator focuses on managing and improving the overall client experience, often involving strategic planning and coordination. In contrast, a Customer Service Representative primarily handles direct customer inquiries and support. Both roles require strong communication skills, but the Coordinator role typically involves a broader scope of client relationship management and may require more specialized credentials.
What are popular job titles related to Client Experience Coordinator jobs in Boca Raton, FL?
For Client Experience Coordinator jobs in Boca Raton, FL, the most frequently searched job titles are:
What job categories do people searching Client Experience Coordinator jobs in Boca Raton, FL look for?
The top searched job categories for Client Experience Coordinator jobs in Boca Raton, FL are:
What cities near Boca Raton, FL are hiring for Client Experience Coordinator jobs?
Cities near Boca Raton, FL with the most Client Experience Coordinator job openings:

Full-time
Re-posted 23 days ago
Morgan Stanley rating
8.4
Based on 155 frontline employees who took The Breakroom Quiz
31st of 150 rated financial services
Job description
Registered Client Service Associates 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
- Bilingual English/Spanish
- 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
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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