We're seeking someone to join our team as an Associate in Client Services & Relationship Management Department providing digital banking support for clients utilizing the Morgan Stanley Online ...
New
We're seeking someone to join our team as an Associate in Client Services & Relationship Management Department providing digital banking support for clients utilizing the Morgan Stanley Online ...
New
We're seeking someone to join our team as an Associate in Client Services & Relationship Management Department providing digital banking support for clients utilizing the Morgan Stanley Online ...
New
Medical
Dental
Retirement
PTO
Position: Client Service Associate Firm: Wealth Management CPAs Location: Salt Lake City, UT ... Learn more about our approach and services at advisortalentsolutions.com
Medical
Dental
Retirement
PTO
Position: Client Service Associate Firm: Wealth Management CPAs Location: Salt Lake City, UT ... Learn more about our approach and services at advisortalentsolutions.com
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 ...
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 ... 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 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 ...
Salt Lake City, UT · On-site
$58K - $70K/yr
Medical
PTO
... the Client Services team, you will support our clients (entrepreneurs and their finance teams) by providing effective, timely assistance over live chat, phone, email, and text. You will handle ...
Salt Lake City, UT · On-site
$58K - $70K/yr
Medical
PTO
... the Client Services team, you will support our clients (entrepreneurs and their finance teams) by providing effective, timely assistance over live chat, phone, email, and text. You will handle ...
Salt Lake City, UT · On-site
Medical
Dental
Retirement
PTO
... human services agencies to improve lives. Founded in 1986, PCG employs approximately 2,000 ... Responsible for initiative planning and ongoing client relationship management * collaborates with ...
Salt Lake City, UT · On-site
Medical
Dental
Retirement
PTO
... human services agencies to improve lives. Founded in 1986, PCG employs approximately 2,000 ... Responsible for initiative planning and ongoing client relationship management * collaborates with ...
We are currently sourcing for a Client Experience Associate to work in Salt Lake City, UT! Got ... Fidelity Charitable is looking for top notch customer service professionals to work on the Client ...
We are currently sourcing for a Client Experience Associate to work in Salt Lake City, UT! Got ... Fidelity Charitable is looking for top notch customer service professionals to work on the Client ...
The Role The Team Leader is a key member of the Regional Center Client Services group providing leadership to a team of licensed associates. Their primary responsibility is to lead, coach, and ...
The Role The Team Leader is a key member of the Regional Center Client Services group providing leadership to a team of licensed associates. Their primary responsibility is to lead, coach, and ...
The Role The Team Leader is a key member of the Regional Center Client Services group providing leadership to a team of licensed associates. Their primary responsibility is to lead, coach, and ...
The Role The Team Leader is a key member of the Regional Center Client Services group providing leadership to a team of licensed associates. Their primary responsibility is to lead, coach, and ...
Salt Lake City, UT · Remote
$16/hr
Medical
Dental
Vision
Life
Retirement
PTO
Whether working from home, an office, or Anywhere, we offer products and services designed to help ... We are looking for a Client Experience Associate to join our team! Please see below for more ...
Salt Lake City, UT · Remote
$16/hr
Medical
Dental
Vision
Life
Retirement
PTO
Whether working from home, an office, or Anywhere, we offer products and services designed to help ... We are looking for a Client Experience Associate to join our team! Please see below for more ...
Salt Lake City, UT · On-site
$58K - $70K/yr
Medical
PTO
... the Client Services team, you will support our clients (entrepreneurs and their finance teams) by providing effective, timely assistance over live chat, phone, email, and text. You will handle ...
Salt Lake City, UT · On-site
$58K - $70K/yr
Medical
PTO
... the Client Services team, you will support our clients (entrepreneurs and their finance teams) by providing effective, timely assistance over live chat, phone, email, and text. You will handle ...
Salt Lake City, UT · On-site
$58K - $70K/yr
Medical
PTO
... the Client Services team, you will support our clients (entrepreneurs and their finance teams) by providing effective, timely assistance over live chat, phone, email, and text. You will handle ...
Salt Lake City, UT · On-site
$58K - $70K/yr
Medical
PTO
... the Client Services team, you will support our clients (entrepreneurs and their finance teams) by providing effective, timely assistance over live chat, phone, email, and text. You will handle ...
Salt Lake City, UT · On-site
Medical
Dental
Vision
Life
Retirement
PTO
Role Summary The Wealth Service Associate plays a pivotal role in delivering a consistent and ... Experience in a client-facing financial services role preferred; knowledge of wealth management ...
Salt Lake City, UT · On-site
Medical
Dental
Vision
Life
Retirement
PTO
Role Summary The Wealth Service Associate plays a pivotal role in delivering a consistent and ... Experience in a client-facing financial services role preferred; knowledge of wealth management ...
Salt Lake City, UT · On-site
Medical
Dental
Vision
Life
Retirement
PTO
Role Summary The Wealth Service Associate plays a pivotal role in delivering a consistent and ... Experience in a client-facing financial services role preferred; knowledge of wealth management ...
Salt Lake City, UT · On-site
Medical
Dental
Vision
Life
Retirement
PTO
Role Summary The Wealth Service Associate plays a pivotal role in delivering a consistent and ... Experience in a client-facing financial services role preferred; knowledge of wealth management ...
South Jordan, UT · On-site
$13.75 - $19/hr
We're seeking someone to join our team as an Associate in Client Services & Relationship Management Department providing digital banking support for clients utilizing the Morgan Stanley Online ...
New
South Jordan, UT · On-site
$13.75 - $19/hr
We're seeking someone to join our team as an Associate in Client Services & Relationship Management Department providing digital banking support for clients utilizing the Morgan Stanley Online ...
New
South Jordan, UT · On-site
$13.75 - $19/hr
We're seeking someone to join our team as an Associate in Client Services & Relationship Management Department providing digital banking support for clients utilizing the Morgan Stanley Online ...
New
South Jordan, UT · On-site
$13.75 - $19/hr
We're seeking someone to join our team as an Associate in Client Services & Relationship Management Department providing digital banking support for clients utilizing the Morgan Stanley Online ...
New
Salt Lake City, UT · On-site
Medical
Dental
Vision
Life
Retirement
PTO
Role Summary The Wealth Service Associate plays a pivotal role in delivering a consistent and ... Experience in a client-facing financial services role preferred; knowledge of wealth management ...
Salt Lake City, UT · On-site
Medical
Dental
Vision
Life
Retirement
PTO
Role Summary The Wealth Service Associate plays a pivotal role in delivering a consistent and ... Experience in a client-facing financial services role preferred; knowledge of wealth management ...
Salt Lake City, UT · On-site
Medical
Dental
Vision
Life
Retirement
PTO
Role Summary The Wealth Service Associate plays a pivotal role in delivering a consistent and ... Experience in a client-facing financial services role preferred; knowledge of wealth management ...
Salt Lake City, UT · On-site
Medical
Dental
Vision
Life
Retirement
PTO
Role Summary The Wealth Service Associate plays a pivotal role in delivering a consistent and ... Experience in a client-facing financial services role preferred; knowledge of wealth management ...
$9.48 - $12.10
3% of jobs
$12.10 - $14.73
12% of jobs
$15.87 is the 25th percentile. Wages below this are outliers.
$14.73 - $17.36
23% of jobs
The median wage is $18.61 / hr.
$17.36 - $19.98
24% of jobs
$22.14 is the 75th percentile. Wages above this are outliers.
$19.98 - $22.61
15% of jobs
$22.61 - $25.24
10% of jobs
$25.24 - $27.86
6% of jobs
$27.86 - $30.49
2% of jobs
$30.49 - $33.11
2% of jobs
$33.11 - $35.74
1% of jobs
$35.74 - $38.37
1% of jobs
$9
$21
$38
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.
| 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.
Cities near Tooele, UT with the most Client Services Associate job openings:

Full-time
Posted 2 days ago
New
We're seeking someone to join our team as an Associate in Client Services & Relationship Management Department providing digital banking support for clients utilizing the Morgan Stanley Online platform..
In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships.
This is an Associate Professional at the P2 job level within the within Client Service & Relationship Management, which is responsible for managing internal and external client relationships. We do this by engaging in client service activities, optimizing the client experience, and managing vendor/external business partner relationships.
Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.
Morgan Stanley Salt Lake has been rooted in the community since 1997 and supports the Firm's global Wealth Management, Operations and Technology divisions. With the recent acquisitions of E*TRADE and Solium, Morgan Stanley super-charged its Wealth Management and Corporate and Institutional Solutions businesses to deliver a first-class experience for investors, traders and institutional clients and participants. Our talented teams have established strategic centers of excellence and earned multiple awards, including J.D. Power Customer Service Certification for more than 5 years. We proudly give back to local nonprofit organizations in Salt Lake by offering up our unique skillsets, thousands of volunteer hours and dedicated financial support.
What you'll do in the role:
- Execute processes/functions and/or support process management and project efforts, leveraging knowledge of the systems, markets and instruments that influence the team
- Recognize risk in day-to-day processes to draw out the key issues and contribute to process improvements
- Build relationships within team and internal stakeholders, sharing knowledge to contribute to team output
- Participate in projects and initiatives, aiding in solution formulation with a focus on timely execution
What you'll bring to the role:
- Ability to establish clear goals and priorities, and address non-standard issues within area of expertise with minimal guidance and supervision
- Subject matter expertise in business area supported, client requirements, and ability to ensure control is not compromised to comply with client requests
- Culture carrier across Operations, embracing the Firm's core values
- At least 2 years' relevant experience would generally be expected to find the skills required for this role
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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Non-profits
51 - 200 Employees
Denver, CO, US
1872