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Client Service Associate Entry Level Jobs in Rhode Island

Pathstone

Associate, Client Advisory

Providence, RI · On-site

Our services include investment advisory, as well as integrated planning and coordination across ... With more than 20 office locations and over $100 billion in client assets under management ...

Eastern Bank

Service Associate I

East Greenwich, RI · On-site

$22/hr

Service Associates are skilled in the duties of both a Customer Service Representative (sales on the platform), and Teller (transactions at the teller line). Major Responsibilities: Simultaneously ...

Eastern Bank

Service Associate I

East Greenwich, RI

$22/hr

Service Associates are skilled in the duties of both a Customer Service Representative (sales on the platform), and Teller (transactions at the teller line). Major Responsibilities: Simultaneously ...

SSA Group

Food Service - Associate

Providence, RI · On-site

$16/hr

Roger Williams Zoo Food Service Associate Who are we: For more than 50 years, SSA has partnered ... Actively and efficiently responds to guest and client feedback, with report to the supervisor to ...

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Client Service Associate Entry Level information

Is a customer service associate a good first job?

A client service associate entry-level position is often suitable as a first job because it develops communication, problem-solving, and customer management skills. It typically requires basic computer skills and offers on-the-job training, making it accessible for those starting their careers.

What is the difference between Client Service Associate Entry Level vs Customer Support Specialist?

AspectClient Service Associate Entry LevelCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer associate degreeHigh school diploma or equivalent; relevant certifications optional
Work EnvironmentFinancial institutions, banks, investment firmsVarious industries including tech, retail, telecom
Employer & Industry UsageCommonly used in banking and finance sectorsWidespread across multiple customer-facing industries
Search & Comparison IntentOften compared for entry-level client-facing roles in financeCompared for customer support roles across industries

In summary, a Client Service Associate Entry Level typically works within financial institutions, focusing on client relationships and account management, while a Customer Support Specialist has a broader role across various industries, emphasizing troubleshooting and customer assistance. Both roles require strong communication skills but differ in industry focus and specific responsibilities.

Can an associate be entry level?

Yes, a Client Service Associate entry level position is designed for individuals with little to no prior experience in client service or finance. These roles typically require basic communication skills, a willingness to learn, and may involve training on specific tools or systems used in the industry.

What jobs pay 4000 a week without a degree?

A Client Service Associate at an entry-level can potentially earn around $4,000 a week through commissions, bonuses, or high-volume sales, especially in financial services or sales roles. Such earnings typically require strong communication skills, sales ability, and experience, often with certifications or licenses like FINRA for finance-related positions. High weekly pay without a degree is uncommon and usually involves commission-based roles or entrepreneurial ventures.

What is the career path for a client service associate?

A client service associate can advance to roles such as senior associate, client relationship manager, or financial advisor by gaining experience, developing client management skills, and obtaining relevant certifications like the Series 7 or Series 63. Progression often involves increasing responsibilities, specialization, and sometimes further education in finance or related fields.
What job categories do people searching Client Service Associate Entry Level jobs in Rhode Island look for? The top searched job categories for Client Service Associate Entry Level jobs in Rhode Island are:
What cities in Rhode Island are hiring for Client Service Associate Entry Level jobs? Cities in Rhode Island with the most Client Service Associate Entry Level job openings:
Client Service Associate Entry Level jobs near you
Registered Client Service Associate

Registered Client Service Associate

Jewish Family Service of Colorado

Providence, RI

Full-time

Re-posted yesterday

Job description

POSITION SUMMARY:

Registered Client Service Associates provide exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teamson 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/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 theFA/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
  • ActiveSeries 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.

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