Top 99 Client services associate Jobs in Houston, Tx

Client Service Associate
Morgan Stanley —Houston, TX
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Registered Client Service Associate
Morgan Stanley —Houston, TX
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Client Service Associate
Stifel —Houston, TX
- Full-time
- Microsoft Outlook
- Office
- High school diploma or GED
- Health insurance
- Dental insurance
Client Services & Customer Service Representative
Francis & Associates —Houston, TX
- $1,300 - $4,000 a month
- Part-time
- Hybrid work
- Background check
- Google Workspace
- Administrative experience
- Paid training
- Work from home
Quick Apply
Client Services Analyst
Financial Software Solutions, LLC —Houston, TX
- $20 - $30 an hour
- Full-time
- Research
- Mid-level
- Finance
- Health insurance
- Dental insurance
Quick Apply
Associate, Client Processing I
The Bank of New York Mellon Corporation —Houston, TX
- Full-time
- Research
- Bachelor's degree
- Experience equivalent to degree accepted
8d
Entry Level Client Service Associate
Urban Park Services —Houston, TX
- $18 - $28 an hour
- Full-time
- High school diploma or GED
- Communication skills
- Entry level
- Paid training
Quick Apply
9d
Client Relations Associate - Financial Services (Training Provided)
EverTrust Financial —Houston, TX
- $4,000 - $6,000 a month
- Part-time
- Hybrid work
- No experience needed
- Communication skills
- Entry level
- Paid training
- Opportunities for advancement
Quick Apply
U.S. Private Bank - Client Service Associate
JPMorganChase —Houston, TX
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- Tuition reimbursement
Part-time Client Service Associate – Teller (20 hours) | Bell Tower – Houston, TX
Amegy Bank —Houston, TX
- Part-time
- Basic math
- Office
- High school diploma or GED
- Profit sharing
- Paid training
9d
Client Service Associate
Edelman Financial Engines, LLC —Houston, TX
- $54,000 - $65,000 a year
- Mid-level
- Office
- Bachelor's degree
Quick Apply
Part-time Client Service Associate – Teller (20 hours) | Heights-Taylor – Houston, TX
Amegy Bank —Houston, TX
- Part-time
- Basic math
- Office
- High school diploma or GED
- Profit sharing
- Paid training
9d
Part-time Client Service Associate – Teller (20 hours) | Westchase – Houston, TX
Amegy Bank —Houston, TX
- Part-time
- Basic math
- Office
- High school diploma or GED
- Profit sharing
- Paid training
Client Services Associate – Financial Services (Training Provided)
Vision Financial —Houston, TX
- $3,500 - $5,000 a month
- Part-time
- Hybrid work
- Leadership
- Communication skills
- Entry level
- Paid training
- Opportunities for advancement
Quick Apply
Associate Client Advocate
WTW —Houston, TX
- $90,000 - $120,000 a year
- Full-time
- Mid-level
- Analysis skills
- Presentation skills
- Paid jury duty
- Health savings account
1d
Client Experience Specialist/Front Desk
JAMS, Inc. —Houston, TX
- $79,600 - $104,500 a year
- Full-time
- Background check
- Inventory management
- Computer literacy
- Paid training
- Health insurance
Quick Apply
Client Account Associate
Alliant Group —Houston, TX
- Full-time
- Research
- Office
- Analysis skills
- Health insurance
- Dental insurance
Client Service Associate (Houston, TX)
Raymond James Financial, Inc. —Houston, TX
- Full-time
- Writing skills
- Research
- Mid-level
- Paid holidays
- Health insurance
Financial Solutions Associate (Client Services) – Training Provided
Clearpath Financial Services —Houston, TX
- $3,500 - $5,000 a month
- Part-time
- Hybrid work
- Sales
- Financial services
- Communication skills
- Paid training
- Opportunities for advancement
Quick Apply
Client Retention Associate
Alliant Group —Houston, TX
- Full-time
- Writing skills
- Bachelor's degree
- Communication skills
- Health insurance
- Dental insurance

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Client Service Associate

Morgan Stanley -
Houston, TX

Apply Now

Job Details

Full-time

Qualifications

Website maintenance
Investment advisory support
Website management
Financial services customer support
Microsoft Excel
Customer relationship building
Microsoft Outlook
Business travel arrangements
Account maintenance
Writing skills
Zoom
Bank transfers
Filing
Money transfers
Client file management
Team scheduling
Scanning
High school diploma or GED
Managing clients in a customer support role
Documentation tools
Expense reports
Managing clients in a finance role
Task prioritization
Client services
Investment account customer support
Organizational skills
Assisting with digital banking services
Handling account queries
Phone call management
Marketing

Full Job Description

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. MSOnline, 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:

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

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

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 .

Apply Now

Refine Your Search

client services associate jobs in houston, tx

Client Service Associate

Registered Client Service Associate

Client Service Associate

Client Services & Customer Service Representative

Client Services Analyst

Associate, Client Processing I

Entry Level Client Service Associate

Client Relations Associate - Financial Services (Training Provided)

U.S. Private Bank - Client Service Associate

Part-time Client Service Associate – Teller (20 hours) | Bell Tower – Houston, TX

Client Service Associate

Part-time Client Service Associate – Teller (20 hours) | Heights-Taylor – Houston, TX

Part-time Client Service Associate – Teller (20 hours) | Westchase – Houston, TX

Client Services Associate – Financial Services (Training Provided)

Associate Client Advocate

Client Experience Specialist/Front Desk

Client Account Associate

Client Service Associate (Houston, TX)

Financial Solutions Associate (Client Services) – Training Provided

Client Retention Associate

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