Registered Client Service Associates provide exceptional service to our clients and support ... Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
Registered Client Service Associates provide exceptional service to our clients and support ... Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
Registered Client Service Associates provide exceptional service to our clients and support ... Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
Registered Client Service Associates provide exceptional service to our clients and support ... Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
Registered Client Service Associates provide exceptional service to our clients and ... Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
Registered Client Service Associates provide exceptional service to our clients and ... Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
Registered Client Service Associates provide exceptional service to our clients and ... Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
Registered Client Service Associates provide exceptional service to our clients and ... Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
Registered Client Service Associates provide exceptional service to our clients and ... Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
Registered Client Service Associates provide exceptional service to our clients and ... Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
Registered Client Service Associate - Newport News, Virginia
Newport News, VA · Hybrid
$25.85 - $43.08/hr
Job Overview: As a Registered Client Service Associate, you will provide comprehensive ... Support onboarding of new clients by collecting required documentation and facilitating accurate ...
Registered Client Service Associate - Newport News, Virginia
Newport News, VA · Hybrid
$25.85 - $43.08/hr
Job Overview: As a Registered Client Service Associate, you will provide comprehensive ... Support onboarding of new clients by collecting required documentation and facilitating accurate ...
... Associate's degree + substantial relevant experience will be considered Experience 5+ years in human services, residential, or day support settings serving individuals with I/DD 2+ years of ...
Quick apply
... Associate's degree + substantial relevant experience will be considered Experience 5+ years in human services, residential, or day support settings serving individuals with I/DD 2+ years of ...
Client Service Associate
Richmond, VA · On-site
$14.25 - $19.75/hr
POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the ... CLIENT SUPPORT * Cultivate and enhance new and existing client relationships through active ...
Client Service Associate
Richmond, VA · On-site
$14.25 - $19.75/hr
POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the ... CLIENT SUPPORT * Cultivate and enhance new and existing client relationships through active ...
Client Service Associate
Richmond, VA · On-site
$14.25 - $19.75/hr
POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the ... CLIENT SUPPORT * Cultivate and enhance new and existing client relationships through active ...
Client Service Associate
Richmond, VA · On-site
$14.25 - $19.75/hr
POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the ... CLIENT SUPPORT * Cultivate and enhance new and existing client relationships through active ...
Client Service Associate
Virginia Beach, VA · On-site
$13.75 - $19/hr
POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the ... CLIENT SUPPORT * Cultivate and enhance new and existing client relationships through active ...
Client Service Associate
Virginia Beach, VA · On-site
$13.75 - $19/hr
POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the ... CLIENT SUPPORT * Cultivate and enhance new and existing client relationships through active ...
Client Service Associate
Mclean, VA · On-site
$14.75 - $20.25/hr
POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the ... CLIENT SUPPORT * Cultivate and enhance new and existing client relationships through active ...
Client Service Associate
Mclean, VA · On-site
$14.75 - $20.25/hr
POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the ... CLIENT SUPPORT * Cultivate and enhance new and existing client relationships through active ...
Client Service Associate
Virginia Beach, VA · On-site
$13.75 - $19/hr
POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the ... CLIENT SUPPORT * Cultivate and enhance new and existing client relationships through active ...
Client Service Associate
Virginia Beach, VA · On-site
$13.75 - $19/hr
POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the ... CLIENT SUPPORT * Cultivate and enhance new and existing client relationships through active ...
Client Service Associate
Richmond, VA · On-site
$14.25 - $19.75/hr
POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the ... CLIENT SUPPORT * Cultivate and enhance new and existing client relationships through active ...
Client Service Associate
Richmond, VA · On-site
$14.25 - $19.75/hr
POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the ... CLIENT SUPPORT * Cultivate and enhance new and existing client relationships through active ...
Client Service Associate
Virginia Beach, VA · On-site
$12.75 - $17.75/hr
POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the ... CLIENT SUPPORT * Cultivate and enhance new and existing client relationships through active ...
Client Service Associate
Virginia Beach, VA · On-site
$12.75 - $17.75/hr
POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the ... CLIENT SUPPORT * Cultivate and enhance new and existing client relationships through active ...
Job Overview: As a Registered Client Service Associate, you will provide comprehensive ... Support onboarding of new clients by collecting required documentation and facilitating accurate ...
Job Overview: As a Registered Client Service Associate, you will provide comprehensive ... Support onboarding of new clients by collecting required documentation and facilitating accurate ...
Registered Client Service Associate - Newport News, Virginia
Newport News, VA · On-site
$25.85 - $43.08/hr
Job Overview: As a Registered Client Service Associate, you will provide comprehensive ... Support onboarding of new clients by collecting required documentation and facilitating accurate ...
Registered Client Service Associate - Newport News, Virginia
Newport News, VA · On-site
$25.85 - $43.08/hr
Job Overview: As a Registered Client Service Associate, you will provide comprehensive ... Support onboarding of new clients by collecting required documentation and facilitating accurate ...
Registered Client Service Associate - Newport News, Virginia
Newport News, VA · On-site
$25.85 - $43.08/hr
Job Overview: As a Registered Client Service Associate, you will provide comprehensive ... Support onboarding of new clients by collecting required documentation and facilitating accurate ...
Registered Client Service Associate - Newport News, Virginia
Newport News, VA · On-site
$25.85 - $43.08/hr
Job Overview: As a Registered Client Service Associate, you will provide comprehensive ... Support onboarding of new clients by collecting required documentation and facilitating accurate ...
📌 Information Technologist - Client Support Administrator (I-III) 📌 Location: Fort Lee, VA ... Associate's or bachelor's degree in information technology or related field (OR equivalent ...
📌 Information Technologist - Client Support Administrator (I-III) 📌 Location: Fort Lee, VA ... Associate's or bachelor's degree in information technology or related field (OR equivalent ...
Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of ... Brokerage client support experience * Administrative support experience in financial services
Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of ... Brokerage client support experience * Administrative support experience in financial services
As a Client Associate/Registered Client Associate, become a trusted resource to our clients ... Provide administrative and operational support to one or more Financial Advisors (FA) and/or the ...
As a Client Associate/Registered Client Associate, become a trusted resource to our clients ... Provide administrative and operational support to one or more Financial Advisors (FA) and/or the ...
Client Support Associate information
See Virginia salary details
$11.92 - $13.39
1% of jobs
$13.39 - $14.86
5% of jobs
$14.86 - $16.34
16% of jobs
$16.50 is the 25th percentile. Wages below this are outliers.
$16.34 - $17.81
23% of jobs
The median wage is $18.35 / hr.
$17.81 - $19.28
12% of jobs
$19.28 - $20.76
11% of jobs
$22.12 is the 75th percentile. Wages above this are outliers.
$20.76 - $22.23
7% of jobs
$22.23 - $23.70
9% of jobs
$23.70 - $25.18
7% of jobs
$25.18 - $26.65
5% of jobs
$26.65 - $28.12
3% of jobs
$11
$19
$28
How much do client support associate jobs pay per hour?
What does a Client Support Associate do?
How does a Client Support Associate typically collaborate with other departments to resolve customer issues?
What are the key skills and qualifications needed to thrive as a Client Support Associate, and why are they important?
What is the difference between Client Support Associate vs Customer Service Representative?
| Aspect | Client Support Associate | Customer Service Representative |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles may prefer post-secondary education | High school diploma or equivalent; on-the-job training often provided |
| Work Environment | Corporate offices, call centers, or remote settings; focused on client accounts | Retail stores, call centers, or online support; general customer interactions |
| Employer & Industry Usage | Financial services, tech companies, consulting firms | Retail, 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.

Morgan Stanley rating
8.3
Based on 147 frontline employees who took The Breakroom Quiz
38th of 138 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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