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 ...
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 ...
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
Dallas, TX · On-site
$14.25 - $19.75/hr
We are seeking a highly motivated and detail-oriented Client Service Associate to join our collaborative advisory team. This individual will play a key role in supporting advisors and serving ...
Client Service Associate
Dallas, TX · On-site
$14.25 - $19.75/hr
We are seeking a highly motivated and detail-oriented Client Service Associate to join our collaborative advisory team. This individual will play a key role in supporting advisors and serving ...
Client Service Associate
Dallas, TX · Hybrid
$14.25 - $19.75/hr
We are seeking a highly motivated and detail-oriented Client Service Associate to join our collaborative advisory team. This individual will play a key role in supporting advisors and serving ...
Client Service Associate
Dallas, TX · Hybrid
$14.25 - $19.75/hr
We are seeking a highly motivated and detail-oriented Client Service Associate to join our collaborative advisory team. This individual will play a key role in supporting advisors and serving ...
Client Service Associate
Frisco, TX · On-site
$13.50 - $18.75/hr
You are an experienced Client Service Associate who is excited to join a close-knit, collaborative team and play an important role in delivering an exceptional client experience. You take pride in ...
Client Service Associate
Frisco, TX · On-site
$13.50 - $18.75/hr
You are an experienced Client Service Associate who is excited to join a close-knit, collaborative team and play an important role in delivering an exceptional client experience. You take pride in ...
Client Service Associate
Frisco, TX · On-site
$13.75 - $18.75/hr
You are an experienced Client Service Associate who is excited to join a close-knit, collaborative team and play an important role in delivering an exceptional client experience. You take pride in ...
Client Service Associate
Frisco, TX · On-site
$13.75 - $18.75/hr
You are an experienced Client Service Associate who is excited to join a close-knit, collaborative team and play an important role in delivering an exceptional client experience. You take pride in ...
Client Service Associate
Dallas, TX · On-site
$14.25 - $19.75/hr
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
Dallas, TX · On-site
$14.25 - $19.75/hr
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
Dallas, TX · On-site
$14.25 - $19.75/hr
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
Dallas, TX · On-site
$14.25 - $19.75/hr
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
$14.25 - $19.75/hr
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
$14.25 - $19.75/hr
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 Associate
Southlake, TX · On-site
$60 - $80/hr
As a Registered Client Service Associate, you will provide dedicated support to a high producing advisors by preparing portfolio materials for client meetings, leverage your analytical skills to ...
Registered Client Service Associate
Southlake, TX · On-site
$60 - $80/hr
As a Registered Client Service Associate, you will provide dedicated support to a high producing advisors by preparing portfolio materials for client meetings, leverage your analytical skills to ...
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 ...
As a Registered Client Service Associate, you will provide dedicated support to a high producing advisors by preparing portfolio materials for client meetings, leverage your analytical skills to ...
As a Registered Client Service Associate, you will provide dedicated support to a high producing advisors by preparing portfolio materials for client meetings, leverage your analytical skills to ...
To continue delivering seamless, consistent, and client-centric experiences, the Bank Client Service Associate Manager supports daily teller operations while providing leadership, coaching, training ...
To continue delivering seamless, consistent, and client-centric experiences, the Bank Client Service Associate Manager supports daily teller operations while providing leadership, coaching, training ...
Client Service Associate
Irving, TX · On-site
$14 - $19.25/hr
Facilitate the onboarding process for new clients and accounts, including the completion of client questionnaires Onboard accounts using Schwab, QCDs, SLOAs (initiate move money requests), and ...
Client Service Associate
Irving, TX · On-site
$14 - $19.25/hr
Facilitate the onboarding process for new clients and accounts, including the completion of client questionnaires Onboard accounts using Schwab, QCDs, SLOAs (initiate move money requests), and ...
Client Service Associate information
See Denton, TX salary details
$8.34 - $9.92
3% of jobs
$9.92 - $11.49
8% of jobs
$11.49 - $13.07
12% of jobs
$13.17 is the 25th percentile. Wages below this are outliers.
$13.07 - $14.65
28% of jobs
$14.65 - $16.23
15% of jobs
$17.53 is the 75th percentile. Wages above this are outliers.
$16.23 - $17.81
11% of jobs
$17.81 - $19.38
8% of jobs
$19.38 - $20.96
5% of jobs
$20.96 - $22.54
4% of jobs
$22.54 - $24.12
3% of jobs
$24.12 - $25.69
2% of jobs
$8
$16
$25
How much do client service associate jobs pay per hour?
What is a client service associate?
How does a client service associate typically collaborate with financial advisors and other team members?
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.
How much do client service associates make?
What are the most commonly searched types of Client Service jobs in Denton, TX?
The most popular types of Client Service jobs in Denton, TX are:
What cities near Denton, TX are hiring for Client Service Associate jobs?
Cities near Denton, TX with the most Client Service Associate job openings:

Morgan Stanley rating
8.3
Based on 157 frontline employees who took The Breakroom Quiz
36th of 154 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
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.
What Morgan Stanley employees say
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Get the full story on Breakroom
About Morgan Stanley
Sourced by ZipRecruiter
Since our founding in 1935, Morgan Stanley has been committed to serving local and global communities by being a market leader in Investment Banking, Securities, Investment Management and Wealth Management services. Our belief that capital can work to benefit all of society inspires us to put our clients first, lead with exceptional ideas, hold our business to high ethical standards, and give back to communities around the world through philanthropy and public works. We have a smart casual dress code and operate under a philosophy that balances work with your personal life. Our people's talent, passion, and expertise is the fuel on which our organization runs, therefore, our people are our greatest asset. Diversity and inclusiveness is a critical component for our success and it is our priority to continue building a firm that values the unique background and identity of every one of our employees, thus enabling our people to bring their full, and best selves to work each day. Teamwork is the essence of our approach, and so are the values of integrity, excellence, and enabling our people to achieve at the highest levels. We invite you to learn more about our commitment to diversity and serving our community.
Industry
Finance and insurance and software development
Company size
10,000+ Employees
Headquarters location
New York, NY, US