Part-Time Client Service Assoicate
$35K - $70K/yr
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 ...
$35K - $70K/yr
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 ...
$35K - $70K/yr
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 ...
Reno, NV · On-site
$35K - $70K/yr
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 ...
Reno, NV · On-site
$35K - $70K/yr
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 ...
$35K - $70K/yr
Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular ...
$35K - $70K/yr
Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular ...
Client Success Partners (CSP) will be key members of the Fee-for-Service (FFS) Client Success and Regional Team. This role will directly work with PCG Education FFS clients, taking ownership for ...
Client Success Partners (CSP) will be key members of the Fee-for-Service (FFS) Client Success and Regional Team. This role will directly work with PCG Education FFS clients, taking ownership for ...
Reno, NV · On-site
$18 - $23.50/hr
If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. CLIENT SERVICE COORDINATOR A ...
Reno, NV · On-site
$18 - $23.50/hr
If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. CLIENT SERVICE COORDINATOR A ...
Reno, NV · On-site
$18 - $23.50/hr
If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. CLIENT SERVICE COORDINATOR A ...
Reno, NV · On-site
$18 - $23.50/hr
If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. CLIENT SERVICE COORDINATOR A ...
$18 - $21/hr
VCA Lakeside Animal Hospital is seeking an experienced and enthusiastic Client Service ... Thank you! If you are a current associate, you need to apply through our internal career site.
$18 - $21/hr
VCA Lakeside Animal Hospital is seeking an experienced and enthusiastic Client Service ... Thank you! If you are a current associate, you need to apply through our internal career site.
$18 - $21/hr
VCA Lakeside Animal Hospital is seeking an experienced and enthusiastic Client Service ... If you are a current associate, you will need to apply through our internal career site. Please log ...
$18 - $21/hr
VCA Lakeside Animal Hospital is seeking an experienced and enthusiastic Client Service ... If you are a current associate, you will need to apply through our internal career site. Please log ...
Reno, NV · On-site
$18 - $21/hr
VCA Lakeside Animal Hospital is seeking an experienced and enthusiastic Client Service ... Thank you! If you are a current associate, you need to apply through our internal career site.
Reno, NV · On-site
$18 - $21/hr
VCA Lakeside Animal Hospital is seeking an experienced and enthusiastic Client Service ... Thank you! If you are a current associate, you need to apply through our internal career site.
Reno, NV · On-site
$14.50/hr
Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no experience required) and we provide paid training for every new Customer Service Associate on the ...
Reno, NV · On-site
$14.50/hr
Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no experience required) and we provide paid training for every new Customer Service Associate on the ...
$14.50/hr
Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no experience required) and we provide paid training for every new Customer Service Associate on the ...
$14.50/hr
Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no experience required) and we provide paid training for every new Customer Service Associate on the ...
$14.50/hr
Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no experience required) and we provide paid training for every new Customer Service Associate on the ...
$14.50/hr
Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no experience required) and we provide paid training for every new Customer Service Associate on the ...
Reno, NV · On-site
$14.50/hr
Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no experience required) and we provide paid training for every new Customer Service Associate on the ...
Reno, NV · On-site
$14.50/hr
Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no experience required) and we provide paid training for every new Customer Service Associate on the ...
Dedication to delivering exceptional customer service experiences. Strong communication and ... client service leadership. Don't miss out on this chance to prioritize both your personal and ...
Dedication to delivering exceptional customer service experiences. Strong communication and ... client service leadership. Don't miss out on this chance to prioritize both your personal and ...
Freight Dispatching / Logistics / Transportation Operations Level: Entry Level / Experienced Position Overview Maintains transportation timelines, shipment visibility, and dispatch updates to support ...
Freight Dispatching / Logistics / Transportation Operations Level: Entry Level / Experienced Position Overview Maintains transportation timelines, shipment visibility, and dispatch updates to support ...
Be Seen First
Sparks, NV · On-site
$45K - $60K/yr
Entry Level Client Representative - Sales At Coast Inc, our clients use our portfolio of sales ... Thank you for your service! Additionally, we have a systematic work structure and train from the ...
Quick apply
Be Seen First
Sparks, NV · On-site
$45K - $60K/yr
Entry Level Client Representative - Sales At Coast Inc, our clients use our portfolio of sales ... Thank you for your service! Additionally, we have a systematic work structure and train from the ...
Be Seen First
Sparks, NV · On-site
$45K - $60K/yr
Entry Level Client Representative - Sales At Coast Inc, our clients use our portfolio of sales ... Thank you for your service! Additionally, we have a systematic work structure and train from the ...
Quick apply
Be Seen First
Sparks, NV · On-site
$45K - $60K/yr
Entry Level Client Representative - Sales At Coast Inc, our clients use our portfolio of sales ... Thank you for your service! Additionally, we have a systematic work structure and train from the ...
Reno, NV · On-site +1
Freight Dispatching / Logistics / Transportation Operations Level: Entry Level / Experienced Position Overview Manages shipment tracking, load coordination, and dispatch workflow through Oregon-based ...
Reno, NV · On-site +1
Freight Dispatching / Logistics / Transportation Operations Level: Entry Level / Experienced Position Overview Manages shipment tracking, load coordination, and dispatch workflow through Oregon-based ...
Reno, NV · On-site +1
Freight Dispatching / Logistics / Transportation Operations Level: Entry Level / Experienced Position Overview Manages load coordination, shipment tracking, and dispatch workflow through Oregon-based ...
Reno, NV · On-site +1
Freight Dispatching / Logistics / Transportation Operations Level: Entry Level / Experienced Position Overview Manages load coordination, shipment tracking, and dispatch workflow through Oregon-based ...
Reno, NV · On-site +1
Freight Dispatching / Logistics / Transportation Operations Level: Entry Level / Experienced Position Overview Manages load coordination, shipment tracking, and dispatch workflow through Oregon-based ...
Reno, NV · On-site +1
Freight Dispatching / Logistics / Transportation Operations Level: Entry Level / Experienced Position Overview Manages load coordination, shipment tracking, and dispatch workflow through Oregon-based ...
$8.87 - $10.55
3% of jobs
$10.55 - $12.22
8% of jobs
$12.22 - $13.90
12% of jobs
$14.01 is the 25th percentile. Wages below this are outliers.
$13.90 - $15.58
28% of jobs
$15.58 - $17.26
15% of jobs
$18.64 is the 75th percentile. Wages above this are outliers.
$17.26 - $18.93
11% of jobs
$18.93 - $20.61
8% of jobs
$20.61 - $22.29
5% of jobs
$22.29 - $23.97
4% of jobs
$23.97 - $25.65
3% of jobs
$25.65 - $27.32
2% of jobs
$8
$17
$27
| 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.
$35K - $70K/yr
Part-time
Posted 19 days ago
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
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 a clerical capacity at the direction of the client and/or FA/PWA
Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
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 (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
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
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 multi-task
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.
Expected base pay rates for the role will be between $35k and $70k per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
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.
Sourced by ZipRecruiter
Non-profits
51 - 200 Employees
Denver, CO, US
1872