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Client Support Associate Jobs in Louisiana (NOW HIRING)

UBS

Registered Client Associate

New Orleans, LA · On-site

Your role Registered Client Associate Your role Are you truly service oriented? Do you know how to ... We respect and seek to empower each individual and support the diverse cultures, perspectives ...

Babich & Assoc.

SBA Lender

New Orleans, LA · On-site

$100K - $120K/yr

Manage the end-to-end process of SBA loan applications, including gathering financial information and preparing loan packages. • Client Support: Work closely with clients to understand their ...

Alphabe Insight

Client Service Associate

New Orleans, LA · On-site

$13.25 - $18.50/hr

Client Service Associate At Swift 7 Consultants, we are committed to helping businesses grow ... Support daily office operations and administrative tasks * Build and maintain positive ...

Alphabe Insight Inc

Client Service Associate

New Orleans, LA · On-site

$13.25 - $18.50/hr

Swift 7 Consultants is seeking a motivated and detail-oriented Client Service Associate to join our ... Support daily office operations and administrative tasks * Build and maintain positive ...

Alphabe Insight Inc

Client Service Associate

New Orleans, LA · On-site

$14 - $19.25/hr

Swift 7 Consultants is seeking a motivated and detail-oriented Client Service Associate to join our ... Support daily office operations and administrative tasks * Build and maintain positive ...

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Client Support Associate information

What does a Client Support Associate do?

A Client Support Associate is responsible for assisting clients with inquiries, resolving issues, and providing information about products or services. They serve as the main point of contact between a company and its customers, ensuring that clients receive timely and effective support. Their duties may include responding to emails or phone calls, troubleshooting problems, and guiding clients through processes or solutions. The goal is to maintain high customer satisfaction and build strong client relationships.

How does a Client Support Associate typically collaborate with other departments to resolve customer issues?

Client Support Associates frequently work with teams such as technical support, account management, and product development to address customer inquiries and resolve complex issues. When a customer’s request extends beyond standard procedures, associates coordinate with these departments to gather accurate information or escalate concerns. This collaborative environment not only ensures timely solutions for clients but also helps associates build a well-rounded understanding of the company’s products and services. Strong communication and teamwork skills are essential in this role.

Is a CSA job stressful?

A Client Support Associate (CSA) role can be stressful due to high customer interaction, problem-solving demands, and meeting performance metrics. However, stress levels vary depending on the work environment, workload, and individual skills in communication and time management.

What does a client service associate do?

A client support associate assists clients by addressing their inquiries, resolving issues, and providing information about products or services. They often use communication tools like phone, email, or chat and require strong interpersonal and problem-solving skills to ensure customer satisfaction.

What does a customer support associate do?

A customer support associate assists clients by answering questions, resolving issues, and providing information about products or services. They often communicate via phone, email, or chat, and use customer relationship management (CRM) tools to track interactions and ensure customer satisfaction.

What are the key skills and qualifications needed to thrive as a Client Support Associate, and why are they important?

To thrive as a Client Support Associate, you need strong communication skills, problem-solving abilities, and a background in customer service, often supported by a bachelor’s degree or relevant experience. Familiarity with customer relationship management (CRM) systems, ticketing software, and basic office applications is typically required. Exceptional patience, active listening, and adaptability help you connect with clients and resolve issues efficiently. These skills are crucial for providing prompt, effective support that enhances customer satisfaction and loyalty.

What is the difference between Client Support Associate vs Customer Service Representative?

AspectClient Support AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles may prefer post-secondary educationHigh school diploma or equivalent; on-the-job training often provided
Work EnvironmentCorporate offices, call centers, or remote settings; focused on client accountsRetail stores, call centers, or online support; general customer interactions
Employer & Industry UsageFinancial services, tech companies, consulting firmsRetail, telecom, hospitality, and various service industries

While both roles involve assisting customers, a Client Support Associate typically handles specialized client accounts in professional settings, requiring specific industry knowledge. Customer Service Representatives often provide general support across various industries, focusing on broad customer inquiries. The roles differ mainly in scope and industry focus, but both aim to ensure customer satisfaction and retention.

What job makes $10,000 a month without a degree?

A Client Support Associate typically does not earn $10,000 a month without significant experience or specialized skills. High-paying roles that can reach this level without a degree often include sales, real estate, or entrepreneurship, which rely on performance, networking, and skills rather than formal education.
Infographic showing various Client Support Associate job openings in Louisiana as of June 2026, with employment types broken down into 1% As Needed, 92% Full Time, 4% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution.
Registered Client Service Associate

Registered Client Service Associate

Morgan Stanley

New Orleans, LA • On-site

Full-time

Posted 7 days ago

Morgan Stanley rating

8.3

Company rating: 8.3 out of 10

Based on 147 frontline employees who took The Breakroom Quiz

40th of 139 rated financial services

Job description

POSITION SUMMARY:
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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