Client Service Associate
Morgan Stanley • Garden City, NY10d • $17 - $43
Client Service Associate Jobs
1,147 jobs found — updated daily
Client Service Associate
Morgan Stanley • Homewood, AL10dClient Service Associate
Focus Financial Partners • Scottsdale, AZ10d • $60,000 - $65,000Registered Client Service Associate
Morgan Stanley • West Conshohocken, PA10dClient Service Associate
Morgan Stanley • Bee Cave, TX10dClient Service Associate
Bill Good Marketing • Lumberton, NC10d • $62,000 - $75,000 • OnsiteRegistered Client Service Associate
Stifel • Indianapolis, IN10dRegistered Client Service Associate
Truist Bank • Huntsville, AL10d • OnsiteBrokerage Client Service Associate
Truist Bank • High Point, NC10d • OnsiteClient Service Associate
Morgan Stanley • Spartanburg, SC10dAssociate Commercial Lines Client Service Manager
Gallagher • Denver, CO10d • HybridBrokerage Registered Client Service Associate
Truist Bank • Philadelphia, PA10d • OnsiteAssociate Vice President - Aviation Client Service Leader
Pape-Dawson Engineers • Berkeley, CA10dRegistered Client Service Associate
Morgan Stanley • Port Jefferson, NY10dBrokerage Registered Client Service Associate
Truist Bank • Atlanta, NE10d • OnsiteClient Service Associate II
JPMorgan Chase & Co. • New York, NY10d • $85,500 - $130,000Client Service Associate II
JPMorgan Chase & Co. • Newark, DE10dPrivate Wealth Management Registered Client Service Associate
Morgan Stanley • Long Beach, CA10dClient Service Associate
Jackson Hewitt • Cape Coral, FL10d • OnsiteClient Service Associate
Aon • New York, NY10d
Client Service Associate
Morgan Stanley•Garden City, NY
•$17 - $43
About The Position
Client Service Associates provide exceptional service to clients and support Financial Advisors (FAs), Private Wealth Advisors (PWAs), and their teams on a daily basis. Through regular client interactions, they build trusted relationships and help clients with everyday needs, using a client-first approach and strong interpersonal skills. The role provides client and administrative support, including processing client-requested money movement transactions, answering general non-investment account questions, entering profile information and pre-filling account documentation at the direction of clients or advisors, and helping clients use digital tools. Associates also support advisor marketing strategies and business plans, maintain current knowledge of policies, procedures, and platforms, and participate in firm initiatives and special projects. Administrative duties include handling phone calls, coordinating calendars and meetings, preparing materials, maintaining travel itineraries, preparing expense reports, and providing general in-office support. The position reports to a Business Service Officer. Applicants must be legally authorized to work in the United States and must not require current or future employment visa sponsorship. Expected base pay is $17 to $43.27 per hour at commencement of employment; actual pay is determined individually and may be part of a broader compensation package.
Requirements
- High school diploma or equivalent.
- Willingness to obtain Series 7 (GS) and Series 66 (AG/RA), or Series 63 (AG) and Series 65 (RA).
- Strong attention to detail, organizational skills, and ability to prioritize.
- Advanced Microsoft Office skills, including Word, Excel, Outlook, and PowerPoint.
- Exceptional writing, interpersonal, and client service skills.
- Strong time-management skills.
- Ability to collaborate with others as a team player.
- Ability to work in a fast-paced, evolving environment.
- Adaptability and ability to multitask.
- Goal-oriented, self-motivated, and results-driven.
- Must be legally authorized to work in the United States and must not require employment visa sponsorship now or in the future.
Nice To Haves
- College degree preferred.
- Industry experience is a plus.
Responsibilities
- Support a Financial Advisor, Private Wealth Advisor, or team in cultivating and enhancing new and existing client relationships.
- Execute money movement transactions at the request of clients and/or advisors.
- Answer general non-investment-related account questions, including relaying stock positions and account balances.
- Enter client profile information or pre-fill account documentation in a clerical capacity at the direction of clients and/or advisors.
- Educate clients about or enroll them in digital tools, including MSOnline, eSign, and eAuthorization.
- Support advisor and team marketing strategies, such as website maintenance.
- Assist advisors and teams in delivering their business plans and client service models.
- Remain current on policies, procedures, and new platforms.
- Participate in firm initiatives, training or education programs, special projects, and other duties directed by local management.
- Answer inbound calls and make outbound calls, including scheduling follow-up calls as needed.
- Manage calendars and coordinate meetings or events, including preparing materials, maintaining agendas, and sending calendar invitations with Zoom credentials.
- Maintain travel itineraries, prepare expense reports, and manage reimbursements.
- Assist with in-office support functions such as copying, filing, and scanning documents.
- Prepare and submit expense reports for processing at the direction of the advisor.
Benefits
- Morgan Stanley offers employee benefits and perks, described as comprehensive and attractive, though specific benefits are not listed.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Upload and Match Resume
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Job Search Resources
Build a Resume for Client Service Associate
The resume builder that gets results.
- Get clear feedback so you look as qualified as you are
- Align your resume with the job to get further in the process, faster
- Take the guesswork out of resume writing
