Client Service Associate
$14.25 - $19.75/hr
Client Service Associates help shape the future of service by modernizing the client experience ... field service professional and/or training calls * Perform administrative duties that support ...
$14.25 - $19.75/hr
Client Service Associates help shape the future of service by modernizing the client experience ... field service professional and/or training calls * Perform administrative duties that support ...
$14.25 - $19.75/hr
Client Service Associates help shape the future of service by modernizing the client experience ... field service professional and/or training calls * Perform administrative duties that support ...
... client service professionals. This role focuses on building foundational skills, accelerating onthejob learning, and creating meaningful development opportunities through strong partnerships across ...
... client service professionals. This role focuses on building foundational skills, accelerating onthejob learning, and creating meaningful development opportunities through strong partnerships across ...
Honolulu, HI · On-site +1
$50K - $55K/yr
Our client service professionals are empowered to solve customer inquiries and problems quickly and professionally. We provide the training, mentorship, and opportunities for growth. You bring the ...
Honolulu, HI · On-site +1
$50K - $55K/yr
Our client service professionals are empowered to solve customer inquiries and problems quickly and professionally. We provide the training, mentorship, and opportunities for growth. You bring the ...
Washington, DC · Hybrid
$64K - $78K/yr
POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the ... field service professional and/or training calls * Perform administrative duties that support ...
Washington, DC · Hybrid
$64K - $78K/yr
POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the ... field service professional and/or training calls * Perform administrative duties that support ...
$15 - $19/hr
As a Service Professional - IRA at Cetera Financial Institutions, you will be responsible for ... The goal is to build and maintain client loyalty as well as to create the world's most referable ...
$15 - $19/hr
As a Service Professional - IRA at Cetera Financial Institutions, you will be responsible for ... The goal is to build and maintain client loyalty as well as to create the world's most referable ...
The Colony, TX · On-site
$14.75 - $20.25/hr
Our client service professionals are empowered to solve customer inquiries and problems quickly and professionally. We provide the training, mentorship, and opportunities for growth. You bring the ...
The Colony, TX · On-site
$14.75 - $20.25/hr
Our client service professionals are empowered to solve customer inquiries and problems quickly and professionally. We provide the training, mentorship, and opportunities for growth. You bring the ...
$60K - $70K/yr
The Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net ...
$60K - $70K/yr
The Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net ...
Americas client service with an aim to surpass investor needs for accurate and timely information ... Professional demeanor & phone manner * Proven organizational skills - ability to multi-task and ...
Americas client service with an aim to surpass investor needs for accurate and timely information ... Professional demeanor & phone manner * Proven organizational skills - ability to multi-task and ...
$17 - $23.50/hr
The Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net ...
$17 - $23.50/hr
The Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net ...
$14.75 - $20.25/hr
The Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net ...
$14.75 - $20.25/hr
The Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net ...
$60K - $65K/yr
The Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net ...
$60K - $65K/yr
The Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net ...
$50K - $52K/yr
Our client service professionals are empowered to solve customer inquiries and problems quickly and professionally. We provide the training, mentorship, and opportunities for growth. You bring the ...
$50K - $52K/yr
Our client service professionals are empowered to solve customer inquiries and problems quickly and professionally. We provide the training, mentorship, and opportunities for growth. You bring the ...
$15.50 - $21.50/hr
The Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net ...
$15.50 - $21.50/hr
The Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net ...
Beverly Hills, CA · On-site
$34K/yr
Client Service Associates provide exceptional service to our clients and support Financial Advisor ... field service professional and/or training calls * Perform administrative duties that support ...
Beverly Hills, CA · On-site
$34K/yr
Client Service Associates provide exceptional service to our clients and support Financial Advisor ... field service professional and/or training calls * Perform administrative duties that support ...
$13.75 - $18.75/hr
The Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net ...
$13.75 - $18.75/hr
The Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net ...
POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the ... field service professional and/or training calls * Perform administrative duties that support ...
POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the ... field service professional and/or training calls * Perform administrative duties that support ...
Honolulu, HI · Remote
$50K - $55K/yr
Our client service professionals are empowered to solve customer inquiries and problems quickly and professionally. We provide the training, mentorship, and opportunities for growth. You bring the ...
Honolulu, HI · Remote
$50K - $55K/yr
Our client service professionals are empowered to solve customer inquiries and problems quickly and professionally. We provide the training, mentorship, and opportunities for growth. You bring the ...
San Jose, CA · On-site
$34K/yr
Client Service Associates help shape the future of service by modernizing the client experience ... field service professional and/or training calls * Perform administrative duties that support ...
San Jose, CA · On-site
$34K/yr
Client Service Associates help shape the future of service by modernizing the client experience ... field service professional and/or training calls * Perform administrative duties that support ...
San Jose, CA · On-site
$34K/yr
Client Service Associates help shape the future of service by modernizing the client experience ... field service professional and/or training calls * Perform administrative duties that support ...
San Jose, CA · On-site
$34K/yr
Client Service Associates help shape the future of service by modernizing the client experience ... field service professional and/or training calls * Perform administrative duties that support ...
San Jose, CA · On-site
$34K/yr
Client Service Associates help shape the future of service by modernizing the client experience ... field service professional and/or training calls * Perform administrative duties that support ...
San Jose, CA · On-site
$34K/yr
Client Service Associates help shape the future of service by modernizing the client experience ... field service professional and/or training calls * Perform administrative duties that support ...
$10.10 - $11.56
3% of jobs
$11.56 - $13.02
9% of jobs
$14.33 is the 25th percentile. Wages below this are outliers.
$13.02 - $14.49
15% of jobs
$14.49 - $15.95
21% of jobs
The median wage is $16.13 / hr.
$15.95 - $17.42
18% of jobs
$18.15 is the 75th percentile. Wages above this are outliers.
$17.42 - $18.88
18% of jobs
$18.88 - $20.35
5% of jobs
$20.35 - $21.81
3% of jobs
$21.81 - $23.27
2% of jobs
$23.27 - $24.74
3% of jobs
$24.74 - $26.20
2% of jobs
$10
$16
$26

$14.25 - $19.75/hr
Full-time
Posted yesterday
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.
Sourced by ZipRecruiter
Non-profits
51 - 200 Employees
Denver, CO, US
1872