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Client service associate • pittsburgh pa

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Client Service Associate • •

Client Service Associate • •

Morgan StanleyPittsburgh, PA, United States
[job_card.full_time]
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 wi...[show_more][last_updated.last_updated_30]
  • [promoted]
Client Service Associate

Client Service Associate

Waldron Private WealthBridgeville, PA, US
[job_card.full_time]
Waldron Private Wealth is seeking a motivated, organized, and detail-oriented professional to join our team.This individual will provide essential operational and administrative support to our...[show_more][last_updated.last_updated_30]
Client Service Associate

Client Service Associate

GrahamPittsburgh, PA
[job_card.full_time] +1
[filters_job_card.quick_apply]
REMOTE - Client Service Associate.Contract Position, 5 days per week, from 9am-6pm EDT with one-hour lunch.Client Service Associate opportunity with the possibility of becoming a permanent position...[show_more][last_updated.last_updated_30]
  • [promoted]
Registered Client Service Associate

Registered Client Service Associate

Stifel FinancialPittsburgh, PA, US
[job_card.full_time]
Stifel strives for a culture that puts its clients and associates first : a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers...[show_more][last_updated.last_updated_30]
  • [promoted]
Client Service Representative

Client Service Representative

CRJ Consulting, LLCPittsburgh, Pennsylvania, USA
[job_card.full_time]
Join CRJ Consulting LLC as a Client Service Representative to enhance client relationships and support our marketing and sales initiatives. CRJ Consulting LLC is a dynamic sales and marketing firm b...[show_more][last_updated.last_updated_variable_days]
  • [promoted]
Client Service Coordinator

Client Service Coordinator

Banfield Pet HospitalPittsburgh, PA, US
[job_card.full_time]
The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets),...[show_more][last_updated.last_updated_30]
  • [promoted]
Client Service Supervisor

Client Service Supervisor

Help at HomePittsburgh, PA, US
[job_card.full_time]
Help at Home is hiring a Client Service Supervisor!.This is a hybrid role with 4 days in-office, 1 day work from home per week. The Client Service Supervisor may, where permitted, develop, and monit...[show_more][last_updated.last_updated_30]
Client Service Coordinator

Client Service Coordinator

BanfieldPittsburgh, PA, United States
[job_card.full_time]
The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets),...[show_more][last_updated.last_updated_30]
  • [promoted]
  • [new]
Client Services Associate

Client Services Associate

USA JobsPittsburgh, PA, US
[job_card.full_time]
This position is primarily responsible for general client maintenance and service for existing high net worth clients as well as the on-boarding process for establishing new relationships.The incum...[show_more][last_updated.last_updated_less]
Client Service Associate

Client Service Associate

LPL FinancialCoraopolis, PA, United States
[job_card.full_time]
Clearview Wealth Management Group.At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. This full-time in-office emplo...[show_more][last_updated.last_updated_30]
Senior Associate, Client Service

Senior Associate, Client Service

The Bank of New York MellonPittsburgh, PA, United States
[job_card.full_time]
At BNY, our culture allows us to run our company better and enables employees' growth and success.As a leading global financial services company at the heart of the global financial system, we infl...[show_more][last_updated.last_updated_30]
  • [promoted]
Client Services Associate

Client Services Associate

First National Bank of PennsylvaniaPittsburgh, PA, United States
[job_card.full_time]
Make a difference - for us and for your future.This position is primarily responsible for general client maintenance and service for existing high net worth clients as well as the on-boarding proce...[show_more][last_updated.last_updated_variable_days]
  • [promoted]
Client Service Associate, Private Wealth

Client Service Associate, Private Wealth

The Coury FirmPittsburgh, PA, US
[job_card.full_time]
Client Service Associate, Private Wealth.The Client Service Associate will report directly to the Sr.Advisor as well as to the Managing Director of Investment Operations, or their designee.The posi...[show_more][last_updated.last_updated_variable_days]
Registered Client Service Associate

Registered Client Service Associate

StifelBethel Park, PA, US
[job_card.full_time]
Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide...[show_more][last_updated.last_updated_30]
Associate, Client Service I

Associate, Client Service I

BNY MellonPittsburgh, PA, United States
[job_card.full_time]
At BNY, our culture allows us to run our company better and enables employees' growth and success.As a leading global financial services company at the heart of the global financial system, we infl...[show_more][last_updated.last_updated_30]
Registered Client Service Associate

Registered Client Service Associate

Stifel Financial CorporationBethel Park, PA, United States
[job_card.full_time]
Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide...[show_more][last_updated.last_updated_30]
  • [promoted]
Client Services Associate

Client Services Associate

TransPerfectPittsburgh, PA, US
[job_card.full_time]
Do you want to work for the global leader in the language services and technology industry? Are you interested in helping international brands / organizations find and implement solutions that allow ...[show_more][last_updated.last_updated_variable_days]
  • [promoted]
Senior Associate, Client Service

Senior Associate, Client Service

Veterans StaffingPittsburgh, PA, US
[job_card.full_time]
At BNY, our culture allows us to run our company better and enables employees' growth and success.As a leading global financial services company at the heart of the global financial system, we infl...[show_more][last_updated.last_updated_variable_days]
Client Associate / Senior Client Associate

Client Associate / Senior Client Associate

Royal Bank of CanadaPittsburgh, PA, United States
[job_card.full_time]
Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate / Senior Client Associate, become ...[show_more][last_updated.last_updated_variable_days]
Client Service Associate • •

Client Service Associate • •

Morgan StanleyPittsburgh, PA, United States
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Morgan Stanley

Client Service Associate

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 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 a clerical capacity at the direction of the client and / or FA / PWA
  • Educating or enrolling clients in digital tools (e.g. MS Online, 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., 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

    • Morgan Stanley EOE committed to diversifying its workforce.

    Morgan Stanley

    Client Service Associate

    Job Description

  • 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

    • 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)

    WHAT YOU CAN EXPECT FROM MORGAN STANLEY :

    We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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'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).