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 ...
Customer Service Associate
Lafayette, LA · On-site
$13.75 - $19/hr
Summary As a Roses/Roses Express Customer Service Associate you will be responsible for providing excellent customer service to our customers. Key priorities include greeting customers, assisting ...
Quick apply
Customer Service Associate
Lafayette, LA · On-site
$13.75 - $19/hr
Summary As a Roses/Roses Express Customer Service Associate you will be responsible for providing excellent customer service to our customers. Key priorities include greeting customers, assisting ...
Customer Service Associate
$11.50 - $15.75/hr
Summary As a Roses/Roses Express Customer Service Associate you will be responsible for providing excellent customer service to our customers. Key priorities include greeting customers, assisting ...
Quick apply
Customer Service Associate
$11.50 - $15.75/hr
Summary As a Roses/Roses Express Customer Service Associate you will be responsible for providing excellent customer service to our customers. Key priorities include greeting customers, assisting ...
Customer Service Associate
New Iberia, LA · On-site
$11.25 - $15.50/hr
Summary As a Roses/Roses Express Customer Service Associate you will be responsible for providing excellent customer service to our customers. Key priorities include greeting customers, assisting ...
Quick apply
Customer Service Associate
New Iberia, LA · On-site
$11.25 - $15.50/hr
Summary As a Roses/Roses Express Customer Service Associate you will be responsible for providing excellent customer service to our customers. Key priorities include greeting customers, assisting ...
Customer Service Associate
Lafayette, LA · On-site
$13.75 - $19/hr
Summary As a Roses/Roses Express Customer Service Associate you will be responsible for providing excellent customer service to our customers. Key priorities include greeting customers, assisting ...
Customer Service Associate
Lafayette, LA · On-site
$13.75 - $19/hr
Summary As a Roses/Roses Express Customer Service Associate you will be responsible for providing excellent customer service to our customers. Key priorities include greeting customers, assisting ...
Customer Service Associate
Opelousas, LA · On-site
$11.50 - $15.75/hr
Summary As a Roses/Roses Express Customer Service Associate you will be responsible for providing excellent customer service to our customers. Key priorities include greeting customers, assisting ...
Customer Service Associate
Opelousas, LA · On-site
$11.50 - $15.75/hr
Summary As a Roses/Roses Express Customer Service Associate you will be responsible for providing excellent customer service to our customers. Key priorities include greeting customers, assisting ...
Customer Service Associate
New Iberia, LA · On-site
$11.25 - $15.50/hr
Summary As a Roses/Roses Express Customer Service Associate you will be responsible for providing excellent customer service to our customers. Key priorities include greeting customers, assisting ...
Customer Service Associate
New Iberia, LA · On-site
$11.25 - $15.50/hr
Summary As a Roses/Roses Express Customer Service Associate you will be responsible for providing excellent customer service to our customers. Key priorities include greeting customers, assisting ...
Customer Service Associate - Weekend Availability
Lafayette, LA · On-site
$10.50/hr
We are looking to hire Customer Service Associates who can thrive in an upbeat and fast-paced environment.We are hiring immediately for all shifts: opening shifts, closing shifts and everything in ...
Customer Service Associate - Weekend Availability
Lafayette, LA · On-site
$10.50/hr
We are looking to hire Customer Service Associates who can thrive in an upbeat and fast-paced environment.We are hiring immediately for all shifts: opening shifts, closing shifts and everything in ...
Customer Service Associate - Closing Shift
Lafayette, LA · On-site
$10.50/hr
We are looking to hire Customer Service Associates who can thrive in an upbeat and fast-paced environment. We are hiring immediately for all shifts: opening shifts, closing shifts and everything in ...
Customer Service Associate - Closing Shift
Lafayette, LA · On-site
$10.50/hr
We are looking to hire Customer Service Associates who can thrive in an upbeat and fast-paced environment. We are hiring immediately for all shifts: opening shifts, closing shifts and everything in ...
Customer Service Associate - Closing Shift
Lafayette, LA · On-site
$10.50/hr
We are looking to hire Customer Service Associates who can thrive in an upbeat and fast-paced environment. We are hiring immediately for all shifts: opening shifts, closing shifts and everything in ...
Customer Service Associate - Closing Shift
Lafayette, LA · On-site
$10.50/hr
We are looking to hire Customer Service Associates who can thrive in an upbeat and fast-paced environment. We are hiring immediately for all shifts: opening shifts, closing shifts and everything in ...
Customer Service Associate - Weekend Availability
Lafayette, LA · On-site
$10.50/hr
We are looking to hire Customer Service Associates who can thrive in an upbeat and fast-paced environment. We are hiring immediately for all shifts: opening shifts, closing shifts and everything in ...
Customer Service Associate - Weekend Availability
Lafayette, LA · On-site
$10.50/hr
We are looking to hire Customer Service Associates who can thrive in an upbeat and fast-paced environment. We are hiring immediately for all shifts: opening shifts, closing shifts and everything in ...
We are looking to hire Customer Service Associates who can thrive in an upbeat and fast-paced environment.We are hiring immediately for all shifts: opening shifts, closing shifts and everything in ...
We are looking to hire Customer Service Associates who can thrive in an upbeat and fast-paced environment.We are hiring immediately for all shifts: opening shifts, closing shifts and everything in ...
Customer Service Associate - Weekend Availability
Lafayette, LA · On-site
$10.50/hr
We are looking to hire Customer Service Associates who can thrive in an upbeat and fast-paced environment. We are hiring immediately for all shifts: opening shifts, closing shifts and everything in ...
Customer Service Associate - Weekend Availability
Lafayette, LA · On-site
$10.50/hr
We are looking to hire Customer Service Associates who can thrive in an upbeat and fast-paced environment. We are hiring immediately for all shifts: opening shifts, closing shifts and everything in ...
Customer Service Associate I
Duson, LA · On-site
$11.75 - $16.25/hr
Customer Service Associate We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the ...
Customer Service Associate I
Duson, LA · On-site
$11.75 - $16.25/hr
Customer Service Associate We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the ...
Customer Service Associate - Morning & Lunch Shift
Broussard, LA · On-site
$10.50/hr
We are looking to hire Customer Service Associates who can thrive in an upbeat and fast-paced environment. We are hiring immediately for all shifts: opening shifts, closing shifts and everything in ...
Customer Service Associate - Morning & Lunch Shift
Broussard, LA · On-site
$10.50/hr
We are looking to hire Customer Service Associates who can thrive in an upbeat and fast-paced environment. We are hiring immediately for all shifts: opening shifts, closing shifts and everything in ...
We are looking to hire Customer Service Associates who can thrive in an upbeat and fast-paced environment.We are hiring immediately for all shifts: opening shifts, closing shifts and everything in ...
We are looking to hire Customer Service Associates who can thrive in an upbeat and fast-paced environment.We are hiring immediately for all shifts: opening shifts, closing shifts and everything in ...
Customer Service Associate - Morning & Lunch Shift
Broussard, LA · On-site
$10.50/hr
We are looking to hire Customer Service Associates who can thrive in an upbeat and fast-paced environment. We are hiring immediately for all shifts: opening shifts, closing shifts and everything in ...
Customer Service Associate - Morning & Lunch Shift
Broussard, LA · On-site
$10.50/hr
We are looking to hire Customer Service Associates who can thrive in an upbeat and fast-paced environment. We are hiring immediately for all shifts: opening shifts, closing shifts and everything in ...
Customer Service Associate I
$13.75 - $19/hr
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Customer Service Associate I
$13.75 - $19/hr
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Customer Service Associate I
$12.25 - $17/hr
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Customer Service Associate I
$12.25 - $17/hr
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...
Client Service Associate information
See Lafayette, LA salary details
$8.49 - $10.10
3% of jobs
$10.10 - $11.71
8% of jobs
$11.71 - $13.31
12% of jobs
$13.42 is the 25th percentile. Wages below this are outliers.
$13.31 - $14.92
28% of jobs
$14.92 - $16.53
15% of jobs
$17.85 is the 75th percentile. Wages above this are outliers.
$16.53 - $18.14
11% of jobs
$18.14 - $19.74
8% of jobs
$19.74 - $21.35
5% of jobs
$21.35 - $22.96
4% of jobs
$22.96 - $24.56
3% of jobs
$24.56 - $26.17
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?

Full-time
Re-posted 25 days ago
Morgan Stanley rating
8.3
Based on 154 frontline employees who took The Breakroom Quiz
40th of 148 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
Qualifications
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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