POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the ... Identify and assist with Firm services and solutions that support clients' needs including banking ...
POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the ... Identify and assist with Firm services and solutions that support clients' needs including banking ...
Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership. Don't miss out on ...
Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership. Don't miss out on ...
Registered Client Service Associates provide exceptional service to our clients and support ... Knowledge of financial services products, including but not limited to equities, bonds, options ...
Registered Client Service Associates provide exceptional service to our clients and support ... Knowledge of financial services products, including but not limited to equities, bonds, options ...
Registered Client Service Associates provide exceptional service to our clients and ... Knowledge of financial services products, including but not limited to equities, bonds, options ...
Registered Client Service Associates provide exceptional service to our clients and ... Knowledge of financial services products, including but not limited to equities, bonds, options ...
Client Service Associate
Baton Rouge, LA · On-site
$38K - $42K/yr
As a Client Service Associate , you will play a key role in providing outstanding support to ... Support administrative and operational tasks related to client services. * Help identify ...
Client Service Associate
Baton Rouge, LA · On-site
$38K - $42K/yr
As a Client Service Associate , you will play a key role in providing outstanding support to ... Support administrative and operational tasks related to client services. * Help identify ...
Client Services Representative
Baton Rouge, LA · On-site
$12.50 - $17/hr
Processes client inquiries and/or concerns in a professional, prompt and cost-effective manner for the age population served, as defined in the department's scope of service. PERFORMANCE CRITERIA ...
Client Services Representative
Baton Rouge, LA · On-site
$12.50 - $17/hr
Processes client inquiries and/or concerns in a professional, prompt and cost-effective manner for the age population served, as defined in the department's scope of service. PERFORMANCE CRITERIA ...
Medical Benefit Review Services Associate
Baton Rouge, LA · On-site +1
$19.50/hr
As a Medical Benefit Review Services Associate, you will help disadvantaged and disabled adults ... Complete client monitoring surveys as part of the quality management process. We will also: * Help ...
Medical Benefit Review Services Associate
Baton Rouge, LA · On-site +1
$19.50/hr
As a Medical Benefit Review Services Associate, you will help disadvantaged and disabled adults ... Complete client monitoring surveys as part of the quality management process. We will also: * Help ...
Client Service Associate
$14 - $19.25/hr
POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the ... Identify and assist with Firm services and solutions that support clients' needs including banking ...
Client Service Associate
$14 - $19.25/hr
POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the ... Identify and assist with Firm services and solutions that support clients' needs including banking ...
Tax Senior Associate - Private Client Services
Baton Rouge, LA · Hybrid
$78K - $97K/yr
EisnerAmper is seeking Tax Senior Associate to join the Private Client Services (PCS) team. We are seeking someone who thrives in a growing environment and providing clients with exceptional services.
New
Tax Senior Associate - Private Client Services
Baton Rouge, LA · Hybrid
$78K - $97K/yr
EisnerAmper is seeking Tax Senior Associate to join the Private Client Services (PCS) team. We are seeking someone who thrives in a growing environment and providing clients with exceptional services.
New
Tax Senior Associate - Private Client Services
Baton Rouge, LA · Hybrid
$78K - $97K/yr
EisnerAmper is seeking Tax Senior Associate to join the Private Client Services (PCS) team. We are seeking someone who thrives in a growing environment and providing clients with exceptional services.
New
Tax Senior Associate - Private Client Services
Baton Rouge, LA · Hybrid
$78K - $97K/yr
EisnerAmper is seeking Tax Senior Associate to join the Private Client Services (PCS) team. We are seeking someone who thrives in a growing environment and providing clients with exceptional services.
New
Arrange, replenish, and present food and service items according to standards * Maintain cleanliness of cafeteria, serving areas, equipment, and counters * Perform all other duties as assigned What ...
Arrange, replenish, and present food and service items according to standards * Maintain cleanliness of cafeteria, serving areas, equipment, and counters * Perform all other duties as assigned What ...
Responsible for training, supervising and ongoing development of associates and seniors. * Prepare ... The EisnerAmper Private Client Services Team connects family owned, closely held businesses and ...
Responsible for training, supervising and ongoing development of associates and seniors. * Prepare ... The EisnerAmper Private Client Services Team connects family owned, closely held businesses and ...
Responsible for training, supervising and ongoing development of associates and seniors. * Prepare ... The EisnerAmper Private Client Services Team connects family owned, closely held businesses and ...
Responsible for training, supervising and ongoing development of associates and seniors. * Prepare ... The EisnerAmper Private Client Services Team connects family owned, closely held businesses and ...
Responsible for training, supervising and ongoing development of associates and seniors. * Prepare ... The EisnerAmper Private Client Services Team connects family owned, closely held businesses and ...
Responsible for training, supervising and ongoing development of associates and seniors. * Prepare ... The EisnerAmper Private Client Services Team connects family owned, closely held businesses and ...
Arrange, replenish, and present food and service items according to standards * Maintain cleanliness of cafeteria, serving areas, equipment, and counters * Perform all other duties as assigned What ...
Arrange, replenish, and present food and service items according to standards * Maintain cleanliness of cafeteria, serving areas, equipment, and counters * Perform all other duties as assigned What ...
Arrange, replenish, and present food and service items according to standards * Maintain cleanliness of cafeteria, serving areas, equipment, and counters * Perform all other duties as assigned What ...
Arrange, replenish, and present food and service items according to standards * Maintain cleanliness of cafeteria, serving areas, equipment, and counters * Perform all other duties as assigned What ...
Associate Client Service Manager
Baton Rouge, LA · Hybrid
$12.75 - $17.50/hr
Overview At Gallagher, we're looking for an Associate Client Service Manager to join our Commercial ... You'll also help secure existing business, explore opportunities for additional services, and ...
Associate Client Service Manager
Baton Rouge, LA · Hybrid
$12.75 - $17.50/hr
Overview At Gallagher, we're looking for an Associate Client Service Manager to join our Commercial ... You'll also help secure existing business, explore opportunities for additional services, and ...
Client Service Representative
Denham Springs, LA · On-site
$18 - $23/hr
Training & development FMM is seeking a motivated professional to fulfill our Client Services ... associates. Our core values of Quality, Teamwork, Integrity, Safety, and Versatility are our ...
Quick apply
Client Service Representative
Denham Springs, LA · On-site
$18 - $23/hr
Training & development FMM is seeking a motivated professional to fulfill our Client Services ... associates. Our core values of Quality, Teamwork, Integrity, Safety, and Versatility are our ...
Associate Wealth Advisor
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Essential Functions Client Service & Relationship Management : Provide positive and professional ... Associate. In this scenario, the individual would be expected to obtain the necessary licensing ...
Associate Wealth Advisor
$60K - $75K/yr
Essential Functions Client Service & Relationship Management : Provide positive and professional ... Associate. In this scenario, the individual would be expected to obtain the necessary licensing ...
Client Service Representative
Denham Springs, LA · On-site
$18 - $23/hr
Training & development FMM is seeking a motivated professional to fulfill our Client Services ... associates. Our core values of Quality, Teamwork, Integrity, Safety, and Versatility are our ...
Client Service Representative
Denham Springs, LA · On-site
$18 - $23/hr
Training & development FMM is seeking a motivated professional to fulfill our Client Services ... associates. Our core values of Quality, Teamwork, Integrity, Safety, and Versatility are our ...
Client Services Associate information
See Baton Rouge, LA salary details
$7.92 - $10.12
3% of jobs
$10.12 - $12.31
12% of jobs
$13.26 is the 25th percentile. Wages below this are outliers.
$12.31 - $14.50
23% of jobs
The median wage is $15.55 / hr.
$14.50 - $16.70
24% of jobs
$18.50 is the 75th percentile. Wages above this are outliers.
$16.70 - $18.89
15% of jobs
$18.89 - $21.09
10% of jobs
$21.09 - $23.28
6% of jobs
$23.28 - $25.48
2% of jobs
$25.48 - $27.67
2% of jobs
$27.67 - $29.87
1% of jobs
$29.87 - $32.06
1% of jobs
$7
$17
$32
How much do client services 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 Services Associate, and why are they important?
What Is a Client Services Associate?
A client services associate is responsible for supporting financial advisors by providing a number of sales and support functions. In this career, you are typically employed by financial or wealth management organizations. Your job duties include giving quotes to customers, keeping records of investment transactions, building customer portfolios, and handling general customer service requests. Qualifications include experience with stocks, bonds and other investments, and strong customer service and oral communication skills.
What is the difference between Client Services Associate vs Customer Support Specialist?
| Aspect | Client Services Associate | Customer Support Specialist |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles may prefer associate degrees | High school diploma or equivalent; technical certifications optional |
| Work Environment | Office setting, client-facing interactions, account management | Call centers, help desks, online support platforms |
| Employer & Industry Usage | Financial services, consulting, professional services | Retail, tech companies, service industries |
| Common Search & Comparison Intent | Understanding roles in client relationship management | Assisting customers with issues or inquiries |
The main difference is that Client Services Associates focus on managing client accounts and building relationships in professional settings, while Customer Support Specialists primarily handle customer inquiries and technical issues. Both roles require strong communication skills but differ in their scope and work environment.
What jobs pay 4000 a week without a degree?
Is a CSA job stressful?
What are some common challenges faced by Client Services Associates, and how can they be overcome?
What does a customer service associate do?
What does a Client Services Associate do?
- What is the career progression of a Client Services Associate?
- What is the difference between a Client Services Associate and a Financial Advisor?
- How to Become a Client Services Associate
- How much is the salary of a Client Services Associate in the US?
- What Is a Client Services Associate and How to Become One
- Client Services Associate Job Description Sample Template

Full-time
Posted 15 days ago
Job description
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 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.
About Jewish Family Service of Colorado
Sourced by ZipRecruiter
Industry
Non-profits
Company size
51 - 200 Employees
Headquarters location
Denver, CO, US
Year founded
1872