Client Service Associates help shape the future of service by modernizing the client experience ... Identify and assist with Firm services and solutions that support clients' needs including banking ...
New
Client Service Associates help shape the future of service by modernizing the client experience ... Identify and assist with Firm services and solutions that support clients' needs including banking ...
New
Client Service Associates help shape the future of service by modernizing the client experience ... Identify and assist with Firm services and solutions that support clients' needs including banking ...
New
Dallas, TX · On-site
$14.50 - $19.75/hr
Registered Client Service Associate Registered Client Service Associates provide exceptional ... to assist clients with their everyday needs. Duties and Responsibilities Client Support
Dallas, TX · On-site
$14.50 - $19.75/hr
Registered Client Service Associate Registered Client Service Associates provide exceptional ... to assist clients with their everyday needs. Duties and Responsibilities Client Support
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 ...
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 ...
Dallas, TX · On-site
$14.25 - $19.75/hr
... 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 ...
Dallas, TX · On-site
$14.25 - $19.75/hr
... 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 ...
$14.25 - $19.75/hr
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 ...
$14.25 - $19.75/hr
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 ...
Fort Worth, TX · On-site
$17.25 - $22.50/hr
Medical
Dental
Vision
Life
Retirement
PTO
Summary The Client Service Coordinator (CSC) is responsible for providing clients with a high ... * Assist clients with questions, offer solutions, researches issues and provides status updates
Fort Worth, TX · On-site
$17.25 - $22.50/hr
Medical
Dental
Vision
Life
Retirement
PTO
Summary The Client Service Coordinator (CSC) is responsible for providing clients with a high ... * Assist clients with questions, offer solutions, researches issues and provides status updates
Dallas, TX · On-site
$14.25 - $19.75/hr
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 ...
Dallas, TX · On-site
$14.25 - $19.75/hr
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 ...
Dallas, TX · On-site
$14.25 - $19.75/hr
... assist clients with their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide ... Business Service Office WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise ...
Dallas, TX · On-site
$14.25 - $19.75/hr
... assist clients with their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide ... Business Service Office WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise ...
Plano, TX · Hybrid
$54K - $103K/yr
Remains externally focused while serving as primary contact for assigned clients, commercial branch contacts, agents and brokers on all issues related to the client's service relationship with CNA. ...
Plano, TX · Hybrid
$54K - $103K/yr
Remains externally focused while serving as primary contact for assigned clients, commercial branch contacts, agents and brokers on all issues related to the client's service relationship with CNA. ...
Fort Worth, TX · On-site
$17.25 - $22.50/hr
Medical
Dental
Vision
Life
Retirement
PTO
Summary The Client Service Coordinator (CSC) is responsible for providing clients with a high ... * Assist clients with questions, offer solutions, researches issues and provides status updates
Fort Worth, TX · On-site
$17.25 - $22.50/hr
Medical
Dental
Vision
Life
Retirement
PTO
Summary The Client Service Coordinator (CSC) is responsible for providing clients with a high ... * Assist clients with questions, offer solutions, researches issues and provides status updates
Irving, TX · On-site
$14 - $19.25/hr
... Assist in preparing client Investment Portfolio Reports Handle invoicing and fee withdrawals, FCA monthly billing, WMA quarterly billing Keep track of Annual Material Change Notice mailings as well ...
Irving, TX · On-site
$14 - $19.25/hr
... Assist in preparing client Investment Portfolio Reports Handle invoicing and fee withdrawals, FCA monthly billing, WMA quarterly billing Keep track of Annual Material Change Notice mailings as well ...
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 ...
New
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 ...
New
Plano, TX · On-site
... 's Claim Value Proposition, support new business opportunities, and enhance renewal success. Serves as a strategic business partner to senior Claim and Field leaders, ensuring client service ...
Plano, TX · On-site
... 's Claim Value Proposition, support new business opportunities, and enhance renewal success. Serves as a strategic business partner to senior Claim and Field leaders, ensuring client service ...
Dallas, TX · On-site
$14.25 - $19.75/hr
... * Assist advisory team members coming out of client and prospective client meetings with any post ... Financial planning services discount for employees and immediate family members Time & Flexibility
Quick apply
Dallas, TX · On-site
$14.25 - $19.75/hr
... * Assist advisory team members coming out of client and prospective client meetings with any post ... Financial planning services discount for employees and immediate family members Time & Flexibility
Dallas, TX · On-site
$14.50 - $19.75/hr
Medical
Dental
Vision
Retirement
PTO
... * Assist advisory team members coming out of client and prospective client meetings with any post ... Financial planning services discount for employees and immediate family members Time & Flexibility
Dallas, TX · On-site
$14.50 - $19.75/hr
Medical
Dental
Vision
Retirement
PTO
... * Assist advisory team members coming out of client and prospective client meetings with any post ... Financial planning services discount for employees and immediate family members Time & Flexibility
... rollovers Assist with marketing efforts, including preparation and organization of marketing ... client service or advisory environment Excellent organizational and time management abilities ...
... rollovers Assist with marketing efforts, including preparation and organization of marketing ... client service or advisory environment Excellent organizational and time management abilities ...
Dallas, TX · On-site
$14.25 - $19.75/hr
Medical
Dental
Vision
Retirement
PTO
... * Assist advisory team members coming out of client and prospective client meetings with any post ... Financial planning services discount for employees and immediate family members Time & Flexibility
Dallas, TX · On-site
$14.25 - $19.75/hr
Medical
Dental
Vision
Retirement
PTO
... * Assist advisory team members coming out of client and prospective client meetings with any post ... Financial planning services discount for employees and immediate family members Time & Flexibility
The Client Service Associate reports to our Partners and Wealth Managers and is critical to ... office. * Assist in client meeting preparation and follow-up, to include preparing requisite ...
Quick apply
The Client Service Associate reports to our Partners and Wealth Managers and is critical to ... office. * Assist in client meeting preparation and follow-up, to include preparing requisite ...
$7.29 - $8.78
2% of jobs
$8.78 - $10.28
5% of jobs
$10.28 - $11.77
5% of jobs
$11.77 - $13.26
9% of jobs
$13.61 is the 25th percentile. Wages below this are outliers.
$13.26 - $14.75
16% of jobs
The median wage is $15.60 / hr.
$14.75 - $16.24
22% of jobs
$16.24 - $17.73
15% of jobs
$17.82 is the 75th percentile. Wages above this are outliers.
$17.73 - $19.23
10% of jobs
$19.23 - $20.72
7% of jobs
$20.72 - $22.21
5% of jobs
$22.21 - $23.70
3% of jobs
$7
$16
$23

Part-time
Posted yesterday
New
8.4
Based on 155 frontline employees who took The Breakroom Quiz
30th of 150 rated financial services
Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate 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 require documentation, processing money movement transactions as an example
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
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
Strong computer skills and knowledge of Microsoft Office products
Exceptional writing, interpersonal and client service skills
Detail orientated 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
Goal oriented, self-motivated and results driven
Reports to:
Business 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.
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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