POSITION SUMMARY 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 ...
POSITION SUMMARY 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 ...
POSITION SUMMARY 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 ...
POSITION SUMMARY 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 ...
POSITION SUMMARY 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 ...
POSITION SUMMARY 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 ...
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 supportFinancial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teamson a daily basis.Through regular ...
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 ...
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 1
Baton Rouge, LA · On-site
$11.50 - $15.75/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
Baton Rouge, LA · On-site
$11.50 - $15.75/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 Excellence Representative - RS
Baton Rouge, LA · On-site
$60K - $67K/yr
Join our team of "crew" as a Client Service Excellence Center associate! About this Job: At Vanguard, we have a client-first mentality that we realize every day through our mission, "to take a stand ...
Client Service Excellence Representative - RS
Baton Rouge, LA · On-site
$60K - $67K/yr
Join our team of "crew" as a Client Service Excellence Center associate! About this Job: At Vanguard, we have a client-first mentality that we realize every day through our mission, "to take a stand ...
Client Service Representative
Baton Rouge, LA · On-site
$20 - $22/hr
Delivers quality service to Paychex clients via phone, email, chat, and other avenues * Follows up ... Documents all client interactions Qualifications * Bachelor's Degree - Preferred Compensation In ...
Client Service Representative
Baton Rouge, LA · On-site
$20 - $22/hr
Delivers quality service to Paychex clients via phone, email, chat, and other avenues * Follows up ... Documents all client interactions Qualifications * Bachelor's Degree - Preferred Compensation In ...
Client Service Representative
Baton Rouge, LA · On-site
$20 - $22/hr
Delivers quality service to Paychex clients via phone, email, chat, and other avenues * Follows up ... Documents all client interactions Qualifications * Bachelor's Degree - Preferred Compensation In ...
Client Service Representative
Baton Rouge, LA · On-site
$20 - $22/hr
Delivers quality service to Paychex clients via phone, email, chat, and other avenues * Follows up ... Documents all client interactions Qualifications * Bachelor's Degree - Preferred Compensation In ...
Client Service Representative
Baton Rouge, LA · On-site
$14 - $19/hr
Receives incoming client/carrier calls and addresses needs. * Promptly respond to and complete insured request for coverage changes, certificates, and claim assistance. Following procedural ...
Client Service Representative
Baton Rouge, LA · On-site
$14 - $19/hr
Receives incoming client/carrier calls and addresses needs. * Promptly respond to and complete insured request for coverage changes, certificates, and claim assistance. Following procedural ...
Client Service Representative
Baton Rouge, LA · Remote
$20 - $22/hr
Delivers quality service to Paychex clients via phone, email, chat, and other avenues * Follows up ... Documents all client interactions Qualifications * Bachelor's Degree - Preferred Compensation In ...
Client Service Representative
Baton Rouge, LA · Remote
$20 - $22/hr
Delivers quality service to Paychex clients via phone, email, chat, and other avenues * Follows up ... Documents all client interactions Qualifications * Bachelor's Degree - Preferred Compensation In ...
Client Service Excellence Representative (FINRA Licensed)
Baton Rouge, LA · On-site
$70K - $81K/yr
Join our team of "crew" as a Client Service Excellence Center associate! About this Job: At Vanguard, we have a client-first mentality that we live and breathe every day through our mission, "to take ...
Client Service Excellence Representative (FINRA Licensed)
Baton Rouge, LA · On-site
$70K - $81K/yr
Join our team of "crew" as a Client Service Excellence Center associate! About this Job: At Vanguard, we have a client-first mentality that we live and breathe every day through our mission, "to take ...
Client Service Representative
Baton Rouge, LA · Remote
$20 - $22/hr
Delivers quality service to Paychex clients via phone, email, chat, and other avenues * Follows up ... Documents all client interactions Qualifications * Bachelor's Degree - Preferred Compensation In ...
Client Service Representative
Baton Rouge, LA · Remote
$20 - $22/hr
Delivers quality service to Paychex clients via phone, email, chat, and other avenues * Follows up ... Documents all client interactions Qualifications * Bachelor's Degree - Preferred Compensation In ...
Client Service Representative
Baton Rouge, LA · On-site
$20 - $22/hr
Delivers quality service to Paychex clients via phone, email, chat, and other avenues * Follows up ... Documents all client interactions Qualifications * Bachelor's Degree - Preferred Compensation In ...
Client Service Representative
Baton Rouge, LA · On-site
$20 - $22/hr
Delivers quality service to Paychex clients via phone, email, chat, and other avenues * Follows up ... Documents all client interactions Qualifications * Bachelor's Degree - Preferred Compensation In ...
Client Service Representative
Baton Rouge, LA · On-site
$14 - $19/hr
Receives incoming client/carrier calls and addresses needs. * Promptly respond to and complete insured request for coverage changes, certificates, and claim assistance. Following procedural ...
Client Service Representative
Baton Rouge, LA · On-site
$14 - $19/hr
Receives incoming client/carrier calls and addresses needs. * Promptly respond to and complete insured request for coverage changes, certificates, and claim assistance. Following procedural ...
Description Veterinary Client Service Representative Sherwood South Animal Hospital & Emergency Center Baton Rouge, LA Sherwood South Animal Hospital & Emergency Center is hiring an experienced ...
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Description Veterinary Client Service Representative Sherwood South Animal Hospital & Emergency Center Baton Rouge, LA Sherwood South Animal Hospital & Emergency Center is hiring an experienced ...
Veterinary Client Service Representative
Baton Rouge, LA · On-site
$12.50 - $17/hr
Description Veterinary Client Service Representative Sherwood South Animal Hospital & Emergency Center Baton Rouge, LA Sherwood South Animal Hospital & Emergency Center is hiring an experienced ...
Veterinary Client Service Representative
Baton Rouge, LA · On-site
$12.50 - $17/hr
Description Veterinary Client Service Representative Sherwood South Animal Hospital & Emergency Center Baton Rouge, LA Sherwood South Animal Hospital & Emergency Center is hiring an experienced ...
Associate Director, Client Services
Baton Rouge, LA · On-site +1
About the team and what we'll build together As Associate Director, Client Services, you will drive the evolution and success of our clients' customer loyalty programs. Your leadership will shape ...
Associate Director, Client Services
Baton Rouge, LA · On-site +1
About the team and what we'll build together As Associate Director, Client Services, you will drive the evolution and success of our clients' customer loyalty programs. Your leadership will shape ...
Veterinary Client Service Representative
Baton Rouge, LA · On-site
$14 - $19/hr
Description Veterinary Client Service Representative Sherwood South Animal Hospital & Emergency Center Baton Rouge, LA Sherwood South Animal Hospital & Emergency Center is hiring an experienced ...
Veterinary Client Service Representative
Baton Rouge, LA · On-site
$14 - $19/hr
Description Veterinary Client Service Representative Sherwood South Animal Hospital & Emergency Center Baton Rouge, LA Sherwood South Animal Hospital & Emergency Center is hiring an experienced ...
Client Service Associate information
See Baton Rouge, LA salary details
$8.54 - $10.16
3% of jobs
$10.16 - $11.77
8% of jobs
$11.77 - $13.39
12% of jobs
$13.49 is the 25th percentile. Wages below this are outliers.
$13.39 - $15
28% of jobs
$15 - $16.62
15% of jobs
$17.95 is the 75th percentile. Wages above this are outliers.
$16.62 - $18.24
11% of jobs
$18.24 - $19.85
8% of jobs
$19.85 - $21.47
5% of jobs
$21.47 - $23.08
4% of jobs
$23.08 - $24.70
3% of jobs
$24.70 - $26.31
2% of jobs
$8
$16
$26
How much do client service associate jobs pay per hour?
What does a client service associate do?
What are the key skills and qualifications needed to thrive as a Client Service Associate, and why are they important?
What is the difference between Client Service Associate vs Customer Support Specialist?
| Aspect | Client Service Associate | Customer Support Specialist |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles may prefer relevant certifications | High school diploma or equivalent; technical certifications optional |
| Work Environment | Financial institutions, banks, investment firms | Retail, tech companies, service centers |
| Employer & Industry Usage | Financial services, banking, wealth management | Retail, e-commerce, tech support |
| Common Search & Comparison Intent | Understanding roles in finance and client interaction | Customer service roles in various industries |
The Client Service Associate typically works in financial institutions, focusing on client interactions, account management, and financial products. In contrast, a Customer Support Specialist often handles technical issues, product inquiries, and general customer assistance across diverse industries. While both roles require strong communication skills, the Client Service Associate's work is more finance-oriented, whereas the Customer Support Specialist's role is broader and more technical.
What is the role of a client associate?
How does a Client Service Associate typically collaborate with financial advisors and other team members?
What jobs pay 4000 a week without a degree?
Is a CSA job stressful?
What are Client Service Associates?

Morgan Stanley rating
8.3
Based on 151 frontline employees who took The Breakroom Quiz
39th of 146 rated financial services
Job description
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
- 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 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)
- 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
- 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's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
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