Client Service Associate
$12.75 - $17.75/hr
Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and ...
$12.75 - $17.75/hr
Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and ...
$12.75 - $17.75/hr
Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and ...
$12.75 - $17.75/hr
Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and ...
$12.75 - $17.75/hr
Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and ...
Waco, TX · On-site
$70K - $85K/yr
P. is seeking a motivated and experienced Senior Audit Associate to join our Government Assurance ... client service, and technical depth. We are looking for someone who ensures audit accuracy and ...
Waco, TX · On-site
$70K - $85K/yr
P. is seeking a motivated and experienced Senior Audit Associate to join our Government Assurance ... client service, and technical depth. We are looking for someone who ensures audit accuracy and ...
Temple, TX · On-site
$75K - $90K/yr
L.P. is growing, and we're looking for a talented Tax Senior to join our dynamic Temple, Texas ... client service, and a passion for tax, this is the role for you. At PB&H, you won't just prepare ...
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Temple, TX · On-site
$75K - $90K/yr
L.P. is growing, and we're looking for a talented Tax Senior to join our dynamic Temple, Texas ... client service, and a passion for tax, this is the role for you. At PB&H, you won't just prepare ...
Temple, TX · On-site
$75K - $90K/yr
L.P. is growing, and we're looking for a talented Tax Senior to join our dynamic Temple, Texas ... client service, and a passion for tax, this is the role for you. At PB&H, you won't just prepare ...
Temple, TX · On-site
$75K - $90K/yr
L.P. is growing, and we're looking for a talented Tax Senior to join our dynamic Temple, Texas ... client service, and a passion for tax, this is the role for you. At PB&H, you won't just prepare ...
Mcgregor, TX · On-site
At Allied, we believe great service matters from the start and finish of everything we do.Going the ... Manage senior client and stakeholder relationships through executive reporting, governance meetings ...
Mcgregor, TX · On-site
At Allied, we believe great service matters from the start and finish of everything we do.Going the ... Manage senior client and stakeholder relationships through executive reporting, governance meetings ...
Belton, TX · On-site
Client Care Manager Bremilee Senior Services, Inc. DBA Home Instead Home Care Agancy About Home Instead For more than three decades, the Home Instead ® network has been the world's leading provider ...
Belton, TX · On-site
Client Care Manager Bremilee Senior Services, Inc. DBA Home Instead Home Care Agancy About Home Instead For more than three decades, the Home Instead ® network has been the world's leading provider ...
Belton, TX · On-site
Client Care Advisor Bremilee Senior Services, Inc. DBA Home Instead Home Care Agancy About Home Instead For more than three decades, the Home Instead ® network has been the world's leading provider ...
Belton, TX · On-site
Client Care Advisor Bremilee Senior Services, Inc. DBA Home Instead Home Care Agancy About Home Instead For more than three decades, the Home Instead ® network has been the world's leading provider ...
Temple, TX · On-site
$22 - $28/hr
Represent HomeWell Care Services at networking events, chamber meetings, senior events, health ... Generate qualified client referrals and provide consistent follow-up with referral partners and ...
Temple, TX · On-site
$22 - $28/hr
Represent HomeWell Care Services at networking events, chamber meetings, senior events, health ... Generate qualified client referrals and provide consistent follow-up with referral partners and ...
Waco, TX · On-site
Where purpose meets opportunity Ascension is a leading nonprofit Catholic health system with a culture and associate experience grounded in service, growth, care and connection. We empower our 97,000 ...
Waco, TX · On-site
Where purpose meets opportunity Ascension is a leading nonprofit Catholic health system with a culture and associate experience grounded in service, growth, care and connection. We empower our 97,000 ...
Temple, TX · On-site
$60K - $70K/yr
The ideal candidate is detail-oriented, analytical, eager to learn, and committed to providing exceptional client service. Core Responsibilities Tax Preparation & Compliance • Prepare federal and ...
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Temple, TX · On-site
$60K - $70K/yr
The ideal candidate is detail-oriented, analytical, eager to learn, and committed to providing exceptional client service. Core Responsibilities Tax Preparation & Compliance • Prepare federal and ...
Temple, TX · On-site
$22 - $28/hr
Represent HomeWell Care Services at networking events, chamber meetings, senior events, health ... Generate qualified client referrals and provide consistent follow-up with referral partners and ...
Quick apply
Temple, TX · On-site
$22 - $28/hr
Represent HomeWell Care Services at networking events, chamber meetings, senior events, health ... Generate qualified client referrals and provide consistent follow-up with referral partners and ...
Understands the client's service standards and effectively integrates Towne Park's standards to ... Sees that new associates get off to the right start through proper orientation and on-the-job ...
Understands the client's service standards and effectively integrates Towne Park's standards to ... Sees that new associates get off to the right start through proper orientation and on-the-job ...
Job Title: General Practice Veterinarian/Associate Veterinarian Location: Belton, TX Job Type ... and client service • Experience in clinical settings preferred Be part of a team where your ...
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Job Title: General Practice Veterinarian/Associate Veterinarian Location: Belton, TX Job Type ... and client service • Experience in clinical settings preferred Be part of a team where your ...
Understands the client's service standards and effectively integrates Towne Park's standards to ... Sees that new associates get off to the right start through proper orientation and on-the-job ...
Understands the client's service standards and effectively integrates Towne Park's standards to ... Sees that new associates get off to the right start through proper orientation and on-the-job ...
Waco, TX · On-site
$15/hr
A Senior Retail Stocking Associate (full-time) is a valued member of a high performing team who is ... Preferred: 1 year experience in retail or customer service * Ability to communicate clearly with ...
Waco, TX · On-site
$15/hr
A Senior Retail Stocking Associate (full-time) is a valued member of a high performing team who is ... Preferred: 1 year experience in retail or customer service * Ability to communicate clearly with ...
Waco, TX · On-site
$15/hr
A Senior Retail Sales Associate (full-time) is a valued member of a high performing team who is ... Preferred: 1 year experience in retail or customer service * Ability to communicate clearly with ...
Waco, TX · On-site
$15/hr
A Senior Retail Sales Associate (full-time) is a valued member of a high performing team who is ... Preferred: 1 year experience in retail or customer service * Ability to communicate clearly with ...
Waco, TX · On-site
$15/hr
A Senior Retail Sales Associate (full-time) is a valued member of a high performing team who is ... Preferred: 1 year experience in retail or customer service * Ability to communicate clearly with ...
Waco, TX · On-site
$15/hr
A Senior Retail Sales Associate (full-time) is a valued member of a high performing team who is ... Preferred: 1 year experience in retail or customer service * Ability to communicate clearly with ...
$73K - $94K/yr
Collaborating with team members to deliver high-quality client service. * Staying current with changes in tax laws and regulations. * Identifying opportunities to improve internal processes and ...
New
Quick apply
$73K - $94K/yr
Collaborating with team members to deliver high-quality client service. * Staying current with changes in tax laws and regulations. * Identifying opportunities to improve internal processes and ...
New
Associates are eligible for partnership consideration after 5 years of employment with the firm ... Demonstrated ability to provide excellent client service in a timely and efficient manner * Strong ...
Quick apply
Associates are eligible for partnership consideration after 5 years of employment with the firm ... Demonstrated ability to provide excellent client service in a timely and efficient manner * Strong ...
$25.7K - $34.1K
17% of jobs
$39.1K is the 25th percentile. Wages below this are outliers.
$34.1K - $42.5K
14% of jobs
$42.5K - $50.9K
4% of jobs
$50.9K - $59.3K
14% of jobs
The median wage is $60.5K / yr.
$59.3K - $67.7K
12% of jobs
$67.7K - $76.1K
9% of jobs
$80.5K is the 75th percentile. Wages above this are outliers.
$76.1K - $84.5K
11% of jobs
$84.5K - $92.9K
9% of jobs
$92.9K - $101.3K
6% of jobs
$101.3K - $109.7K
3% of jobs
$109.7K - $118.1K
1% of jobs
$25.7K
$65.9K
$118.1K
$12.75 - $17.75/hr
Full-time
Posted 19 days ago
Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients.
DUTIES and RESPONSIBILITIES:
CLIENT SUPPORT
Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current
Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile
Confirm authorization and authenticate client when processing requests
Onboard and maintain client accounts, including collecting client information and require documentation, processing money movement transactions as an example
Review and take appropriate action on client account alerts
OTHER
Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model
Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
Actively engage in available training and education programs - including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls
Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance
Proactively participate in firm initiatives directed by local management
Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors
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
Strong computer skills and knowledge of Microsoft Office products
Exceptional writing, interpersonal and client service skills
Detail orientated with superior organizational skills and ability to prioritize tasks
Team player with the ability to collaborate with others
Ability to work in a fast-paced, evolving environment
Goal oriented, self-motivated and results driven
Reports to:
Business Service Manager
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.
Sourced by ZipRecruiter
Non-profits
51 - 200 Employees
Denver, CO, US
1872