ZipRecruiter

Log In

1

General Service Associate Jobs in Vermont (NOW HIRING)

Morgan Stanley

Client Service Associate

Winooski, VT · On-site

$33K/yr

Client Service Associate Client Service Associates provide exceptional service to our clients and ... Answering general non-investment related questions concerning client accounts, including relaying ...

Morgan Stanley

Client Service Associate

Colchester, VT · On-site

$33K/yr

POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support ... Answering general non-investment related questions concerning client accounts, including relaying ...

Morgan Stanley

Client Service Associate

Colchester, VT · On-site

$33K/yr

POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support ... Answering general non-investment related questions concerning client accounts, including relaying ...

Morgan Stanley

Client Service Associate

Colchester, VT · On-site

$33K/yr

POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support ... Answering general non-investment related questions concerning client accounts, including relaying ...

Morgan Stanley

Client Service Associate

Colchester, VT · On-site

$33K/yr

POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support ... general non-investment related questions concerning client accounts, including relaying stock ...

FedEx

Retail Customer Service Associate

Woodford, VA · On-site

$19.15 - $22.52/hr

... services; producing complex orders; operating equipment that requires advanced operational ... GENERAL DUTIES AND RESPONSIBILITIES: (This is a representative list of the general duties the ...

FedEx

Retail Customer Service Associate

Burlington, VT · On-site

$17 - $19.98/hr

This customer service focused team member is knowledgeable in all areas of the Store's business ... GENERAL DUTIES AND RESPONSIBILITIES: (This is a representative list of the general duties the ...

next page

Showing results 1-20

All JobsGeneral Service Associate JobsGeneral Service Associate Jobs in Vermont

General Service Associate information

What is the job of a general service associate?

A general service associate performs routine tasks to support daily operations, such as customer service, maintenance, inventory management, and assisting staff. The role often requires good communication skills, attention to detail, and the ability to work in a team environment.

What cities in Vermont are hiring for General Service Associate jobs?

Cities in Vermont with the most General Service Associate job openings:

General Service Associate jobs near you

Client Service Associate

Colchester, VT • On-site

Jewish Family Service of Colorado
Non-Profits • 51 - 200 employees
Learn more about Jewish Family Service of Coloradoexternal

$33K/yr

Full-time

Re-posted 15 hours ago

Key responsibilities

  • Support Financial Advisor(s)/Private Wealth Advisor(s)/teams in cultivating and enhancing client relationships and executing money movement transactions.

  • Answer client inquiries related to accounts, relay stock positions, provide account balances, and assist with profile updates and digital tool enrollment.

  • Perform administrative tasks such as managing calendars, scheduling meetings, preparing expense reports, and supporting in-office functions.

Job description

Job Description

POSITION SUMMARY

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 fora 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 a clerical capacity at the direction of the client and/or FA/PWA
  • Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
  • 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., schedulingfollow-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 obtainSeries 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.

Expected base pay rates for the role will be between $33,280 and $85,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Apply