Registered Client Service Associates provide exceptional service to our clients and support ... Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance) * Assist FAs ...
Registered Client Service Associates provide exceptional service to our clients and support ... Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance) * Assist FAs ...
Registered Client Service Associates provide exceptional service to our clients and support ... Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance) * Assist FAs ...
Registered Client Service Associates provide exceptional service to our clients and support ... Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance) * Assist FAs ...
Client Service Coordinator
Mesa, AZ · On-site
$17.75 - $23.25/hr
Opening Statement Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service ... Assist outgoing clients by providing all necessary instructions, information and invoices ...
Client Service Coordinator
Mesa, AZ · On-site
$17.75 - $23.25/hr
Opening Statement Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service ... Assist outgoing clients by providing all necessary instructions, information and invoices ...
Registered Client Service Associates provide exceptional service to our clients and support ... assist clients with their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide ...
Registered Client Service Associates provide exceptional service to our clients and support ... assist clients with their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide ...
Registered Client Service Associates provide exceptional service to our clients and support ... Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance) * Assist FAs ...
Registered Client Service Associates provide exceptional service to our clients and support ... Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance) * Assist FAs ...
Registered Client Service Associates provide exceptional service to our clients and support ... Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance) * Assist FAs ...
Registered Client Service Associates provide exceptional service to our clients and support ... Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance) * Assist FAs ...
... assist clients with their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide ... Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise ...
... assist clients with their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide ... Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise ...
Client Service Associate
Phoenix, AZ · On-site
$50K - $54K/yr
Collaborate with internal teams to ensure seamless service delivery. * Assist in improving communication processes and client experience systems. * Uphold company standards and represent Catch Vibe ...
Client Service Associate
Phoenix, AZ · On-site
$50K - $54K/yr
Collaborate with internal teams to ensure seamless service delivery. * Assist in improving communication processes and client experience systems. * Uphold company standards and represent Catch Vibe ...
Client Service Coordinator
$18.25 - $23.75/hr
BluePearl Hospital is hiring an extraordinary Client Service Coordinator in Scottsdale, AZ ... Health and well-being resources to assist with stress management, mental health awareness ...
Client Service Coordinator
$18.25 - $23.75/hr
BluePearl Hospital is hiring an extraordinary Client Service Coordinator in Scottsdale, AZ ... Health and well-being resources to assist with stress management, mental health awareness ...
Client Service Coordinator
Scottsdale, AZ · On-site
$18.25 - $24/hr
BluePearl Hospital is hiring an extraordinary Client Service Coordinator in Scottsdale, AZ ... Health and well-being resources to assist with stress management, mental health awareness ...
Client Service Coordinator
Scottsdale, AZ · On-site
$18.25 - $24/hr
BluePearl Hospital is hiring an extraordinary Client Service Coordinator in Scottsdale, AZ ... Health and well-being resources to assist with stress management, mental health awareness ...
Client Service Coordinator
Queen Creek, AZ · On-site
$18 - $23.50/hr
SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of ... Assist outgoing clients by providing all necessary instructions, information and invoices ...
Client Service Coordinator
Queen Creek, AZ · On-site
$18 - $23.50/hr
SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of ... Assist outgoing clients by providing all necessary instructions, information and invoices ...
Client Service Associate
Phoenix, AZ · On-site
$50K - $54K/yr
Collaborate with internal teams to ensure seamless service delivery. * Assist in improving communication processes and client experience systems. * Uphold company standards and represent Catch Vibe ...
Client Service Associate
Phoenix, AZ · On-site
$50K - $54K/yr
Collaborate with internal teams to ensure seamless service delivery. * Assist in improving communication processes and client experience systems. * Uphold company standards and represent Catch Vibe ...
Client Service Representative
$17 - $20/hr
... * Assist emotionally stressed clients with compassion and clarity * Support occasional light ... Client Service Representatives Have: * Availability to work evenings and weekends * Previous ...
Client Service Representative
$17 - $20/hr
... * Assist emotionally stressed clients with compassion and clarity * Support occasional light ... Client Service Representatives Have: * Availability to work evenings and weekends * Previous ...
Client Service Representative
Phoenix, AZ · On-site
$17 - $20/hr
... * Assist emotionally stressed clients with compassion and clarity * Support occasional light ... Client Service Representatives Have: * Availability to work evenings and weekends * Previous ...
Client Service Representative
Phoenix, AZ · On-site
$17 - $20/hr
... * Assist emotionally stressed clients with compassion and clarity * Support occasional light ... Client Service Representatives Have: * Availability to work evenings and weekends * Previous ...
Client Service Representative
Phoenix, AZ · On-site
$17 - $20/hr
... * Assist emotionally stressed clients with compassion and clarity * Support occasional light ... Client Service Representatives Have: * Availability to work evenings and weekends * Previous ...
Client Service Representative
Phoenix, AZ · On-site
$17 - $20/hr
... * Assist emotionally stressed clients with compassion and clarity * Support occasional light ... Client Service Representatives Have: * Availability to work evenings and weekends * Previous ...
Client Service Coordinator
$18.25 - $23.75/hr
BluePearl Hospital is hiring an extraordinary Client Service Coordinator in Scottsdale, AZ ... Health and well-being resources to assist with stress management, mental health awareness ...
Client Service Coordinator
$18.25 - $23.75/hr
BluePearl Hospital is hiring an extraordinary Client Service Coordinator in Scottsdale, AZ ... Health and well-being resources to assist with stress management, mental health awareness ...
Client Service Coordinator
$18.25 - $23.75/hr
BluePearl Hospital is hiring an extraordinary Client Service Coordinator in Scottsdale, AZ ... Health and well-being resources to assist with stress management, mental health awareness ...
Client Service Coordinator
$18.25 - $23.75/hr
BluePearl Hospital is hiring an extraordinary Client Service Coordinator in Scottsdale, AZ ... Health and well-being resources to assist with stress management, mental health awareness ...
Client Service Representative
Gilbert, AZ · On-site
$17 - $20/hr
... * Assist emotionally stressed clients with compassion and clarity * Support occasional light ... Client Service Representatives Have: * Availability to work evenings and weekends * Previous ...
Client Service Representative
Gilbert, AZ · On-site
$17 - $20/hr
... * Assist emotionally stressed clients with compassion and clarity * Support occasional light ... Client Service Representatives Have: * Availability to work evenings and weekends * Previous ...
Client Service Representative
Paradise Valley, AZ · On-site
$16 - $22/hr
... * Assist emotionally stressed clients with compassion and clarity * Support occasional light ... Client Service Representatives Have: * Availability to work evenings and weekends * Previous ...
Client Service Representative
Paradise Valley, AZ · On-site
$16 - $22/hr
... * Assist emotionally stressed clients with compassion and clarity * Support occasional light ... Client Service Representatives Have: * Availability to work evenings and weekends * Previous ...
As a Registered Client Service Associate, you will provide dedicated support to high producing ... Key Responsibilities: * Assist advisor(s) in servicing clients including preparing financial plans ...
As a Registered Client Service Associate, you will provide dedicated support to high producing ... Key Responsibilities: * Assist advisor(s) in servicing clients including preparing financial plans ...
Client Service Assistant information
See Arizona salary details
$7.17 - $8.63
2% of jobs
$8.63 - $10.10
5% of jobs
$10.10 - $11.57
5% of jobs
$11.57 - $13.03
9% of jobs
$13.38 is the 25th percentile. Wages below this are outliers.
$13.03 - $14.50
16% of jobs
The median wage is $15.34 / hr.
$14.50 - $15.97
22% of jobs
$15.97 - $17.43
15% of jobs
$17.51 is the 75th percentile. Wages above this are outliers.
$17.43 - $18.90
10% of jobs
$18.90 - $20.36
7% of jobs
$20.36 - $21.83
5% of jobs
$21.83 - $23.30
3% of jobs
$7
$15
$23
How much do client service assistant jobs pay per hour?
Full-time
Posted 16 days ago
Morgan Stanley rating
8.3
Based on 147 frontline employees who took The Breakroom Quiz
37th of 138 rated financial services
Job description
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/team
- 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 aa clerical capacity at the direction of the client and/or FA/PWA/team
- Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
- Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team
- Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance)
- Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team
- 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 with updates on service requests (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
- 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
Knowledge/Skills
- Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
- 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 multitask
- Goal oriented, self-motivated and results driven
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.
What Morgan Stanley employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom