MSOnline, eSign, eAuthorization) * Assist Fas/PWAs/teams in a clerical capacity with research ... directed by local management ADMINISTRATIVE SUPPORT: * Answering inbound phone calls or making ...
MSOnline, eSign, eAuthorization) * Assist Fas/PWAs/teams in a clerical capacity with research ... directed by local management ADMINISTRATIVE SUPPORT: * Answering inbound phone calls or making ...
MSOnline, eSign, eAuthorization) * Assist Fas/PWAs/teams in a clerical capacity with research ... directed by local management ADMINISTRATIVE SUPPORT: * Answering inbound phone calls or making ...
MSOnline, eSign, eAuthorization) * Assist Fas/PWAs/teams in a clerical capacity with research ... directed by local management ADMINISTRATIVE SUPPORT: * Answering inbound phone calls or making ...
Remote Client Relations Advisor
Detroit, MI · On-site +1
Help clients make informed decisions based on their individual needs * Assist with applications and ... We provide structured onboarding, live virtual training, ongoing coaching, and one-on-one ...
New
Remote Client Relations Advisor
Detroit, MI · On-site +1
Help clients make informed decisions based on their individual needs * Assist with applications and ... We provide structured onboarding, live virtual training, ongoing coaching, and one-on-one ...
New
Direct Care Worker
Southfield, MI · On-site
$17/hr
The Direct Care Worker/Medication Technician is responsible for the daily supervision and care of ... client's individual treatment plan. The ideal candidate will be able to assist clients who need ...
Quick apply
Direct Care Worker
Southfield, MI · On-site
$17/hr
The Direct Care Worker/Medication Technician is responsible for the daily supervision and care of ... client's individual treatment plan. The ideal candidate will be able to assist clients who need ...
Part-Time Client Coordinator (32650)
Southfield, MI · On-site
$17 - $19/hr
Direct calls to other departments as needed. * Perform various clerical duties such as typing ... and proofreading. * Assist in resolution of customer complaints and quality assurance issue.
Part-Time Client Coordinator (32650)
Southfield, MI · On-site
$17 - $19/hr
Direct calls to other departments as needed. * Perform various clerical duties such as typing ... and proofreading. * Assist in resolution of customer complaints and quality assurance issue.
Assistant Program Director
Plymouth, MI · On-site
The Assistant Program Director will serve in a part-time capacity, under the Program Director. If ... Experience with spreadsheets, virtual meeting platforms and Google Workspace Benefits * Retirement ...
Assistant Program Director
Plymouth, MI · On-site
The Assistant Program Director will serve in a part-time capacity, under the Program Director. If ... Experience with spreadsheets, virtual meeting platforms and Google Workspace Benefits * Retirement ...
Civil Litigation Attorney
Bloomfield, MI · On-site
Our attorneys receive meaningful hands-on experience, direct client interaction, and strong ... Conduct legal research, assist with litigation strategy, and case analysis * Manage discovery ...
Civil Litigation Attorney
Bloomfield, MI · On-site
Our attorneys receive meaningful hands-on experience, direct client interaction, and strong ... Conduct legal research, assist with litigation strategy, and case analysis * Manage discovery ...
Our attorneys receive meaningful hands-on experience, direct client interaction, and strong ... Conduct legal research, assist with litigation strategy, and case analysis * Manage discovery ...
Our attorneys receive meaningful hands-on experience, direct client interaction, and strong ... Conduct legal research, assist with litigation strategy, and case analysis * Manage discovery ...
Client Service Associate
Novi, MI · On-site
$13.75 - $18.75/hr
... virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and ... Prepares letters, forms and reports to assist with servicing existing clients and prospecting for ...
Client Service Associate
Novi, MI · On-site
$13.75 - $18.75/hr
... virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and ... Prepares letters, forms and reports to assist with servicing existing clients and prospecting for ...
Client Service Associate
Birmingham, MI · On-site
$13.75 - $19/hr
... virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and ... Prepares letters, forms and reports to assist with servicing existing clients and prospecting for ...
New
Client Service Associate
Birmingham, MI · On-site
$13.75 - $19/hr
... virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and ... Prepares letters, forms and reports to assist with servicing existing clients and prospecting for ...
New
Client Service Associate
Novi, MI · On-site
$13.50 - $18.75/hr
... virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and ... Prepares letters, forms and reports to assist with servicing existing clients and prospecting for ...
Client Service Associate
Novi, MI · On-site
$13.50 - $18.75/hr
... virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and ... Prepares letters, forms and reports to assist with servicing existing clients and prospecting for ...
Client Service Associate
Birmingham, MI · On-site
$13.75 - $19/hr
... virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and ... Prepares letters, forms and reports to assist with servicing existing clients and prospecting for ...
New
Client Service Associate
Birmingham, MI · On-site
$13.75 - $19/hr
... virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and ... Prepares letters, forms and reports to assist with servicing existing clients and prospecting for ...
New
Client Service Associate
$13.50 - $18.75/hr
... virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and ... Prepares letters, forms and reports to assist with servicing existing clients and prospecting for ...
Client Service Associate
$13.50 - $18.75/hr
... virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and ... Prepares letters, forms and reports to assist with servicing existing clients and prospecting for ...
Direct calls to other departments as needed. * Perform various clerical duties such as typing ... and proofreading. * Assist in resolution of customer complaints and quality assurance issue.
Direct calls to other departments as needed. * Perform various clerical duties such as typing ... and proofreading. * Assist in resolution of customer complaints and quality assurance issue.
Direct calls to other departments as needed. * Perform various clerical duties such as typing ... and proofreading. * Assist in resolution of customer complaints and quality assurance issue.
New
Direct calls to other departments as needed. * Perform various clerical duties such as typing ... and proofreading. * Assist in resolution of customer complaints and quality assurance issue.
New
Direct Care/Med Tech
Southfield, MI · On-site
$17/hr
The Direct Care Worker/Medication Technician is responsible for the daily supervision and care of ... client's individual treatment plan. The ideal candidate will be able to assist clients who need ...
Quick apply
Direct Care/Med Tech
Southfield, MI · On-site
$17/hr
The Direct Care Worker/Medication Technician is responsible for the daily supervision and care of ... client's individual treatment plan. The ideal candidate will be able to assist clients who need ...
Administrative Assistant (Billing & Client Services)
Novi, MI · On-site
$17 - $22.75/hr
Client Communication & Experience: Be a friendly, knowledgeable point of contact for clients on ... direct impact in supporting the firm's success.
Quick apply
Administrative Assistant (Billing & Client Services)
Novi, MI · On-site
$17 - $22.75/hr
Client Communication & Experience: Be a friendly, knowledgeable point of contact for clients on ... direct impact in supporting the firm's success.
Client Communication & Experience:Be a friendly, knowledgeable point of contact for clients on ... direct impact in supporting the firm's success.
Quick apply
Client Communication & Experience:Be a friendly, knowledgeable point of contact for clients on ... direct impact in supporting the firm's success.
Direct Care Worker ( Afternoon)
Detroit, MI · On-site
$17.13/hr
Job Responsibilities * Assist clients with daily living activities, including bathing, dressing ... Respond promptly to client calls and requests for assistance. * Ensure compliance with healthcare ...
Direct Care Worker ( Afternoon)
Detroit, MI · On-site
$17.13/hr
Job Responsibilities * Assist clients with daily living activities, including bathing, dressing ... Respond promptly to client calls and requests for assistance. * Ensure compliance with healthcare ...
Handle client escalations, conduct check-up calls, and complete quality visits to maintain ... with direct recruitment, hiring, and oversight of staff Strong interpersonal and communication ...
Quick apply
Handle client escalations, conduct check-up calls, and complete quality visits to maintain ... with direct recruitment, hiring, and oversight of staff Strong interpersonal and communication ...
Direct Client Virtual Assistant information
See Detroit, MI salary details
$11.42 - $13.43
1% of jobs
$13.43 - $15.45
1% of jobs
$15.45 - $17.46
4% of jobs
$17.46 - $19.47
9% of jobs
$20.43 is the 25th percentile. Wages below this are outliers.
$19.47 - $21.48
21% of jobs
The median wage is $23.23 / hr.
$21.48 - $23.49
16% of jobs
$23.49 - $25.51
18% of jobs
$26.51 is the 75th percentile. Wages above this are outliers.
$25.51 - $27.52
10% of jobs
$27.52 - $29.53
10% of jobs
$29.53 - $31.54
6% of jobs
$31.54 - $33.55
4% of jobs
$11
$24
$33
How much do direct client virtual assistant jobs pay per hour?
How does a direct client virtual assistant typically manage communication and collaboration with clients who work in different time zones?
What is a direct client virtual assistant?
What are the key skills and qualifications needed to thrive as a direct client virtual assistant?
Morgan Stanley rating
8.4
Based on 155 frontline employees who took The Breakroom Quiz
30th of 150 rated financial services
Job description
Client Relationship Analysts 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
- 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
- Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
- Assist Fas/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems
- Assist with data entry for key client needs such as new account opening and financial planning at the direction of the Fas/PWAs/teams
- 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 (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
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
- 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 multi-task
- 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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