As a Registered Client Service Associate , you will provide industry leading service to Morgan Stanley institutional client participants and retail clients to enhance the client experience, assist in ...
As a Registered Client Service Associate , you will provide industry leading service to Morgan Stanley institutional client participants and retail clients to enhance the client experience, assist in ...
As a Registered Client Service Associate , you will provide industry leading service to Morgan Stanley institutional client participants and retail clients to enhance the client experience, assist in ...
As a Registered Client Service Associate , you will provide industry leading service to Morgan Stanley institutional client participants and retail clients to enhance the client experience, assist in ...
The firm is seeking a Client Service Associate to join our Private Client Division in our Tampa, FL branch office. The primary responsibilities include servicing clients, marketing, scheduling ...
The firm is seeking a Client Service Associate to join our Private Client Division in our Tampa, FL branch office. The primary responsibilities include servicing clients, marketing, scheduling ...
The firm is seeking a Client Service Associate to join our Private Client Division in our Tampa, FL branch office. The primary responsibilities include servicing clients, marketing, scheduling ...
The firm is seeking a Client Service Associate to join our Private Client Division in our Tampa, FL branch office. The primary responsibilities include servicing clients, marketing, scheduling ...
Latin America Payments Client Service Account Manager Do you speak Spanish and enjoy servicing a large portfolio if clients? If so, come join our team! As a Latin America Payments Client Service ...
Latin America Payments Client Service Account Manager Do you speak Spanish and enjoy servicing a large portfolio if clients? If so, come join our team! As a Latin America Payments Client Service ...
Bilingual Senior Client Service Account Associate
Tampa, FL · On-site
$90 - $130/hr
As a Latin America Payments Client Service Account Manager, you will serve Latin America clients on their cash management necessities.Between these clients are important Latin America large ...
Bilingual Senior Client Service Account Associate
Tampa, FL · On-site
$90 - $130/hr
As a Latin America Payments Client Service Account Manager, you will serve Latin America clients on their cash management necessities.Between these clients are important Latin America large ...
As a Latin America Payments Client Service Account Manager, you will serve Latin America clients on their cash management necessities.Between these clients are important Latin America large ...
As a Latin America Payments Client Service Account Manager, you will serve Latin America clients on their cash management necessities.Between these clients are important Latin America large ...
As a Latin America Payments Client Service Account Manager, you will serve Latin America clients on their cash management necessities. Between these clients are important Latin America large ...
New
As a Latin America Payments Client Service Account Manager, you will serve Latin America clients on their cash management necessities. Between these clients are important Latin America large ...
New
As a Latin America Payments Client Service Account Manager, you will serve Latin America clients on their cash management necessities. Between these clients are important Latin America large ...
As a Latin America Payments Client Service Account Manager, you will serve Latin America clients on their cash management necessities. Between these clients are important Latin America large ...
As a Latin America Payments Client Service Account Manager, you will serve Latin America clients on their cash management necessities.Between these clients are important Latin America large ...
As a Latin America Payments Client Service Account Manager, you will serve Latin America clients on their cash management necessities.Between these clients are important Latin America large ...
... detail-oriented Client Service Associate who wants to build a long-term career in financial ... Senior Financial Advisor. This opportunity provides hands-on exposure to financial planning ...
... detail-oriented Client Service Associate who wants to build a long-term career in financial ... Senior Financial Advisor. This opportunity provides hands-on exposure to financial planning ...
Registered Client Service Associate Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic ...
Registered Client Service Associate Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic ...
Client Service Specialist
Tampa, FL · On-site
$15.50 - $20.50/hr
Role Description This is a full-time remote position for a Client Services Associate . In this role, you'll handle customer inquiries and deliver exceptional service to clients. Daily ...
Client Service Specialist
Tampa, FL · On-site
$15.50 - $20.50/hr
Role Description This is a full-time remote position for a Client Services Associate . In this role, you'll handle customer inquiries and deliver exceptional service to clients. Daily ...
Client Services Associate
Tampa, FL · On-site
About the job Client Services Associate Client Services Associate (Remote) About Hello Sunshine ... service. We specialize in vacation packages, cruises, all-inclusive resorts, group travel, and ...
Client Services Associate
Tampa, FL · On-site
About the job Client Services Associate Client Services Associate (Remote) About Hello Sunshine ... service. We specialize in vacation packages, cruises, all-inclusive resorts, group travel, and ...
Senior Audit Associate (Client Service)
Tampa, FL · On-site
$65 - $90/hr
Supervise, train and mentor less experienced associates and interns. * Contribute to engagement ... Core Competencies * Client Service * Technical Expertise * Business Acumen * Relationship ...
Senior Audit Associate (Client Service)
Tampa, FL · On-site
$65 - $90/hr
Supervise, train and mentor less experienced associates and interns. * Contribute to engagement ... Core Competencies * Client Service * Technical Expertise * Business Acumen * Relationship ...
Senior Audit Associate (Client Service)
Tampa, FL · On-site
$76K - $94K/yr
Supervise, train and mentor less experienced associates and interns . * Contribute to engagement ... Core Competencies * Client Service * Technical Expertise * Business Acumen * Relationship ...
Senior Audit Associate (Client Service)
Tampa, FL · On-site
$76K - $94K/yr
Supervise, train and mentor less experienced associates and interns . * Contribute to engagement ... Core Competencies * Client Service * Technical Expertise * Business Acumen * Relationship ...
Senior Audit Associate (Client Service)
Tampa, FL · On-site
$76K - $94K/yr
Supervise, train and mentor less experienced associates and interns. * Contribute to engagement ... Core Competencies * Client Service * Technical Expertise * Business Acumen * Relationship ...
Senior Audit Associate (Client Service)
Tampa, FL · On-site
$76K - $94K/yr
Supervise, train and mentor less experienced associates and interns. * Contribute to engagement ... Core Competencies * Client Service * Technical Expertise * Business Acumen * Relationship ...
Senior Audit Associate (Client Service)
Tampa, FL · On-site
$75K - $93K/yr
Supervise, train and mentor less experienced associates and interns. * Contribute to engagement ... Core Competencies * Client Service * Technical Expertise * Business Acumen * Relationship ...
Quick apply
Senior Audit Associate (Client Service)
Tampa, FL · On-site
$75K - $93K/yr
Supervise, train and mentor less experienced associates and interns. * Contribute to engagement ... Core Competencies * Client Service * Technical Expertise * Business Acumen * Relationship ...
... Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative ...
... Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative ...
... level service and custom strategic delivery. • Shapes the overall client relationship and ... We've built a reputation for putting our associates first What if we told you that you could be an ...
... level service and custom strategic delivery. • Shapes the overall client relationship and ... We've built a reputation for putting our associates first What if we told you that you could be an ...
Senior Client Service Associate information
See Riverview, FL salary details
$25.9K - $34.3K
17% of jobs
$39.3K is the 25th percentile. Wages below this are outliers.
$34.3K - $42.7K
14% of jobs
$42.7K - $51.2K
4% of jobs
$51.2K - $59.6K
14% of jobs
The median wage is $60.7K / yr.
$59.6K - $68K
12% of jobs
$68K - $76.5K
9% of jobs
$80.9K is the 75th percentile. Wages above this are outliers.
$76.5K - $84.9K
11% of jobs
$84.9K - $93.3K
9% of jobs
$93.3K - $101.8K
6% of jobs
$101.8K - $110.2K
3% of jobs
$110.2K - $118.6K
1% of jobs
$25.9K
$66.2K
$118.6K
How much do senior client service associate jobs pay per year?
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What does a senior client service associate do?
What cities near Riverview, FL are hiring for Senior Client Service Associate jobs?
Cities near Riverview, FL with the most Senior Client Service Associate job openings:
Full-time
Medical, Retirement, PTO
Re-posted 20 days ago
Job description
External Description:
Position Overview:
As a Registered Client Service Associate, you will provide industry leading service to Morgan Stanley institutional client participants and retail clients to enhance the client experience, assist in safeguarding client assets, and provide support and guidance to clients on their financial journey. This is a phone-based role, and the service associate is responsible for understanding firm policies and digital tools to service and guide new and existing clients.
The ideal candidate enjoys connecting with people and providing insights and assistance across the scope of Morgan Stanley's products and solutions in a professional and efficient manner - all while staying up to date on both company products and services and broader trends in the industry. You will work closely with Morgan Stanley Financial Advisors on a collaborative team, providing you with various opportunities to learn and grow in your financial career. Our robust training program, paired with your passion for personal development and growth, will provide you the tools and knowledge you will need to be successful in this role. This training will also encompass providing you with training materials and paid study time for incumbents to obtain their Series 7 and 66 post hire to become fully registered.
How Morgan Stanley Client Services Professionals Make an Impact:
- Be an effective communicator: Adapt communication styles to adhere to a diverse array of people and situations and drive opportunities
- Be an innovative thinker: Develop and share new ideas to attract and retain clients and contribute to the future growth of the business
- Be a problem solver: Demonstrate empathy and help clients resolve issues when answering inbound phone calls and servicing client accounts, to create an exceptional client experience in a fast-paced environment
- Be eager to learn: Continuously improve understanding of investments and financial markets, through trainings and on the job learning to address client investment needs
- Be your own advocate: Strive for excellence in your role and work with your manager to prepare for future career advancements that align with your goals as a professional
A Typical Workday as a Client Service Associate:
- Manage daily volume of inbound calls and emails from participants, providing world-class customer service to both internal and external clients in all interactions
- Strengthen and enhance existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date to ultimately help clients grow and flourish
- Conduct outreach to maintain strong relationships with client base and identify Firm services and solutions, such as digital, online access and cash management offerings, that support clients' needs
- Identify opportunities to deepen existing relationships through a referral-based model; balance efficient issue resolution with discovery conversations to identify opportunities for deepening client relationships
- Engage with participants to introduce value add wealth and liquidity solutions where appropriate
- Process and follow-up on service requests to ensure execution in a timely manner
- Apply Firm verification policies and procedures for all clients to avoid identity theft and fraudulent activity
- Recognize and mitigate risk, ensure a deep understanding of and adherence to all policies and procedures; uphold requirements of the Quality Assurance guidelines
- Place unsolicited trades for participants and clients of the Firm
- Other duties as assigned
Benefits of being a Morgan Stanley Client Service Associate:
- Develop a robust understanding of the financial services industry and gain insight into one of the world's leading financial institutions
- Invest in your career with a top tier learning and career development experience combining comprehensive financial product modules and learning courses, as well as on the job learning
- Obtain Series 7 and 66 licenses paid for by Morgan Stanley
- Benefit from a competitive base salary and a wide range of additional benefits including paid time off, savings programs, health care, insurance plans, student loan refinancing, fitness subsidy, and more
- Access to 401(k) offering with competitive firm matching, as well as access to the Morgan Stanley Employee Stock Purchase Program
Skills You Bring:
- High School Diploma/Equivalency
- Securities Industry Essential (SIE)
- Obtain Series 7 and 66 or ability to obtain, paid for by Morgan Stanley, within 120 days of hire
- Exceptional interpersonal and client service skills
- A passion for understanding participants' financial needs in an objective manner and seamlessly deliver the full value of the firm
- Ability to handle a high volume of requests in a fast-paced environment
Job Number: JR029476
Community / Marketing Title: Registered Client Service Associate - Tampa, FL
Location_formattedLocationLong: Tampa, Florida US