Registered 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 ...
Registered 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 ...
Registered 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 ...
Registered 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 ...
Registered 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 ...
Registered 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 ...
Registered 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 ...
Registered 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 ...
Registered 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 ...
Registered 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 ...
Registered 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 ...
Registered 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 ...
Client Service Associate
Scottsdale, AZ · On-site
$14.50 - $20.25/hr
TheClient Services Associateoversees the administration of client services, including contacting clients for account reviews,assistingwith non-trade related client requests, and processing ...
Client Service Associate
Scottsdale, AZ · On-site
$14.50 - $20.25/hr
TheClient Services Associateoversees the administration of client services, including contacting clients for account reviews,assistingwith non-trade related client requests, and processing ...
Client Service Associate
Tempe, AZ · On-site
$17 - $20/hr
Our client, a leading organization within the financial services industry, is seeking motivated and customer-focused professionals to join their team as Financial Services Professionals. This role ...
Client Service Associate
Tempe, AZ · On-site
$17 - $20/hr
Our client, a leading organization within the financial services industry, is seeking motivated and customer-focused professionals to join their team as Financial Services Professionals. This role ...
As a Registered Client Service Associate , you will provide industry leading service to Morgan Stanley institutional client participants and retail clients to enhance the client experience, assist in ...
As a Registered Client Service Associate , you will provide industry leading service to Morgan Stanley institutional client participants and retail clients to enhance the client experience, assist in ...
As a Registered Client Service Associate , you will provide industry leading service to Morgan Stanley institutional client participants and retail clients to enhance the client experience, assist in ...
As a Registered Client Service Associate , you will provide industry leading service to Morgan Stanley institutional client participants and retail clients to enhance the client experience, assist in ...
As a Registered Client Service Associate , you will provide industry leading service to Morgan Stanley institutional client participants and retail clients to enhance the client experience, assist in ...
As a Registered Client Service Associate , you will provide industry leading service to Morgan Stanley institutional client participants and retail clients to enhance the client experience, assist in ...
As a Registered Client Service Associate , you will provide industry leading service to Morgan Stanley institutional client participants and retail clients to enhance the client experience, assist in ...
As a Registered Client Service Associate , you will provide industry leading service to Morgan Stanley institutional client participants and retail clients to enhance the client experience, assist in ...
As a Registered Client Service Associate , you will provide industry leading service to Morgan Stanley institutional client participants and retail clients to enhance the client experience, assist in ...
As a Registered Client Service Associate , you will provide industry leading service to Morgan Stanley institutional client participants and retail clients to enhance the client experience, assist in ...
Client Service Associate, Consulting
Phoenix, AZ · On-site
$55K/yr
As an Associate on the Client Service team, you will play a central role in delivering that experience. You will learn how to assess client needs, identify the types of experts best suited to address ...
Client Service Associate, Consulting
Phoenix, AZ · On-site
$55K/yr
As an Associate on the Client Service team, you will play a central role in delivering that experience. You will learn how to assess client needs, identify the types of experts best suited to address ...
Client Service Associate 1
Phoenix, AZ · On-site
$14.50 - $19.75/hr
... Client Success Associates and their functional area counterparts across operations and technology. Duties & Responsibilities * Provides excellent customer service to all clients, as measured by ...
Client Service Associate 1
Phoenix, AZ · On-site
$14.50 - $19.75/hr
... Client Success Associates and their functional area counterparts across operations and technology. Duties & Responsibilities * Provides excellent customer service to all clients, as measured by ...
The Client Service Associate plays a key role in a specialized, mortgage servicing environment, supporting lenders by managing borrower and insurance-related inquiries within a high-volume call ...
The Client Service Associate plays a key role in a specialized, mortgage servicing environment, supporting lenders by managing borrower and insurance-related inquiries within a high-volume call ...
Client Service Associate II
Phoenix, AZ · On-site +1
$19/hr
The Client Service Associate plays a key role in a specialized, mortgage servicing environment, supporting lenders by managing borrower and insurance-related inquiries within a high-volume call ...
Client Service Associate II
Phoenix, AZ · On-site +1
$19/hr
The Client Service Associate plays a key role in a specialized, mortgage servicing environment, supporting lenders by managing borrower and insurance-related inquiries within a high-volume call ...
Registered Client Service Associate Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across ...
Registered Client Service Associate Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across ...
Client Service Associate If you are a collaborative team member, solutions orientated and delivers premier client service, J.P. Morgan is the place for you! As a Client Service Associate within the U.
Client Service Associate If you are a collaborative team member, solutions orientated and delivers premier client service, J.P. Morgan is the place for you! As a Client Service Associate within the U.
Client Service Associate 2
Phoenix, AZ · On-site
$14.50 - $19.75/hr
Client Service & Ticket Resolution * Serve as the day-to-day point of contact for assigned clients; respond to inbound and outbound inquiries professionally, in a service-oriented manner, and in ...
Client Service Associate 2
Phoenix, AZ · On-site
$14.50 - $19.75/hr
Client Service & Ticket Resolution * Serve as the day-to-day point of contact for assigned clients; respond to inbound and outbound inquiries professionally, in a service-oriented manner, and in ...
Client Service Associate Entry Level information
See Chandler, AZ salary details
$8.76 - $10.42
3% of jobs
$10.42 - $12.07
8% of jobs
$12.07 - $13.73
12% of jobs
$13.84 is the 25th percentile. Wages below this are outliers.
$13.73 - $15.39
28% of jobs
$15.39 - $17.05
15% of jobs
$18.41 is the 75th percentile. Wages above this are outliers.
$17.05 - $18.70
11% of jobs
$18.70 - $20.36
8% of jobs
$20.36 - $22.02
5% of jobs
$22.02 - $23.68
4% of jobs
$23.68 - $25.33
3% of jobs
$25.33 - $26.99
2% of jobs
$8
$16
$26
How much do client service associate entry level jobs pay per hour?
What is the difference between Client Service Associate Entry Level vs Customer Support Specialist?
| Aspect | Client Service Associate Entry Level | Customer Support Specialist |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles may prefer associate degree | High school diploma or equivalent; relevant certifications optional |
| Work Environment | Financial institutions, banks, investment firms | Various industries including tech, retail, telecom |
| Employer & Industry Usage | Commonly used in banking and finance sectors | Widespread across multiple customer-facing industries |
| Search & Comparison Intent | Often compared for entry-level client-facing roles in finance | Compared 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.

Morgan Stanley rating
8.4
Based on 155 frontline employees who took The Breakroom Quiz
30th of 150 rated financial services
Job description
Registered 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/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.
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