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Client Service Associate • •

Client Service Associate • •

Morgan StanleyPhoenix, AZ, US
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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 gr...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Client Service Associate

Client Service Associate

National Financial PartnersPhoenix, United States
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Our organization is looking for an individual to assist our plan managers in administering various retirement plan designs for our clients. This person will work mostly with insurance carriers and p...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Client Service Representative

Client Service Representative

Reliance MatrixPhoenix, AZ
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Job Responsibilities and Requirements.Assume overall responsibility for managing undedicated client accounts ranging from 2 to 99 lives. This role serves as the main contact for the client for ongoi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Client Service Representative

Client Service Representative

PaychexPhoenix, Arizona
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Under a significant level of guidance and direction, provides customer service for one or more Paychex products.Uses prescribed guidelines to ensure good customer relations are maintained and custo...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Flexible and Remote- Client Service Rep

Flexible and Remote- Client Service Rep

Global ElitePeoria, AZ, US
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Flexible and Remote- Client Service Rep.Are you ready to break free from the conventional 9-to-5 and design a life that truly reflects your ambitions? Here's your chance to be your own boss, create...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Client Service Coordinator

Client Service Coordinator

GuidepointPhoenix, AZ, US
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The Client Service Coordinator plays a crucial role in supporting Project Managers with daily tasks, ensuring smooth communication between clients and advisors. This role requires managing a high vo...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Sr Client Service Rep

Sr Client Service Rep

KyybaPhoenix, AZ, US
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Become proficient in all knowledge base requirements to resolve clients' needs as efficiently as possible.Become proficient in all platforms, systems, and tools used to maintain client records, tra...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Assistant Manager, Client Service

Assistant Manager, Client Service

The RealRealPhoenix, AZ, US
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Client Service Assistant Manager.The Client Service Assistant Manager will have overall responsibility for supervising a contact center that reinforces our brand and ensures we deliver a superior c...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Client Service Director - PHX

Client Service Director - PHX

Kestra HoldingsPhoenix, AZ, United States
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Come join the dynamic team at Kestra Financial! Kestra Financial provides a leading independent advisor platform that empowers sophisticated, independent financial professionals, including traditio...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Equity Compensation Client Service Manager

Equity Compensation Client Service Manager

EquinitiPhoenix, AZ, United States
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Arizona, Colorado, Nevada, or Utah.Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people i...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Construction Client Service Manager

Construction Client Service Manager

Perpetual Labor Sourcing LLCPhoenix, AZ, USA
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Full-Time | Salary Based on Experience + Commission | Benefits Included.Are you a proactive professional with a strong understanding of client service and the construction industry? We are currentl...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Client Service Coordinator

Client Service Coordinator

Banfield Pet HospitalPhoenix, AZ, US
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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),...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Client Service Specialist I (Hybrid)

Client Service Specialist I (Hybrid)

First Citizens BankPhoenix, AZ, US
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This is a hybrid role with the expectation that time working will regularly take place inside and outside of a company office. We are looking for candidates who live within a commutable drivable dis...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Client Service Associate

Client Service Associate

Edelman Financial EnginesPhoenix, Arizona
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Client Service Associate- - Hybrid.At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a l...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Client Service Associate

Client Service Associate

Jackson Hewitt - 1358Phoenix, AZ, US
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We are looking for someone who thrives in a welcoming, customer service-oriented environment with.If you enjoy building strong relationships with clients, then look no further and apply today!.In t...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Bilingual Client Service Representative

Bilingual Client Service Representative

Arizona Humane SocietyPhoenix, AZ, US
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Bilingual Client Service Representative.The Arizona Humane Society is looking for a dedicated full time Bilingual Client Service Representative to join our non-profit veterinary clinic at our Sunny...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Client Service Advisor I

Client Service Advisor I

Aditi ConsultingPhoenix, AZ, US
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Advanced Operational Support for Clients Go Platform.This position provides advanced operational support for a business unit in the execution of daily activities in support of the Clients Go platfo...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Client Service Associate

Client Service Associate

Jackson HewittPhoenix, AZ, US
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We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relationships with clients, then look n...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Client Service Leader - Captives

Client Service Leader - Captives

Marsh McLennanPhoenix, AZ, United States
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Marsh is seeking candidates for our Client Service Leader position based in the US.Marsh Captive Solutions is transforming our workplace into a vibrant environment focused on transparency, empowerm...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Client Service Specialist

Client Service Specialist

VirtualVocationsPhoenix, Arizona, United States
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A company is looking for a Customer Service Specialist.Key Responsibilities Assist members and providers with inquiries, troubleshooting, and scheduling assessments Handle administrative tasks s...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Client Service Associate • •

Client Service Associate • •

Morgan StanleyPhoenix, AZ, US
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Client Service Associate

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.

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 :

    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.

    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).