Top 642 Client service associate Jobs in Maine

Client Service Associate
Morgan Stanley —Portland, ME
- $16.00 - $43.27 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Client Services Associate - South Portland, ME
Savant Wealth Management —South Portland, ME
- $57,000 - $76,000 a year
- Full-time
- Office
- Administrative experience
- US work authorization
- Health savings account
- AD&D insurance
Call Center Representative – Medicaid Member Support
Conduent State Healthcare, LLC —Maine
- $16 an hour
- 8 hour shift
- Remote
- 18 years or older
- Computer literacy
- Medical office experience
- Paid training
- Paid holidays
Special Education/School Law Associate
Drummond Woodsum —Portland, ME
- $106,000 - $112,000 a year
- Full-time
- Management
- Writing skills
- Research
- Profit sharing
- Disability insurance
Quick Apply
ABA Board Certified Behavior Analyst (BCBA)
Brett Dinovi & Associates (BDA) —Maine
- $85,000 - $105,000 a year
- Full-time
- School experience
- Classroom
- Mid-level
- Travel reimbursement
- Profit sharing
Labor and Employment Attorney
Drummond Woodsum —Portland, ME
- $106,000 - $112,000 a year
- Email
- Writing skills
- Research
- Analysis skills
- Paid parental leave
- Disability insurance
Quick Apply
Float RST & Float RCW - dynamic position supporting multiple programs
The Opportunity Alliance —South Portland, ME
- Full-time
- Clean driving record
- Current TB test
- Mid-level
- 403(b) matching
- Paid holidays
Quick Apply
4d
Veterinarian
Veterinary Practice Partners —Bangor, ME
- $115,000 - $130,000 a year
- Full-time
- Mid-level
- Medical-surgical
- Health insurance
- Paid time off
Quick Apply
Senior Family Law Attorney (5+ Years Experience) | Lead Turco Legal's Expansion into Maine
Turco Legal, PC —Portland, ME
- $125,000 - $225,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Dental insurance
Quick Apply
Electric Billing Clerk
Houlton Water Company —Houlton, ME
- $24 - $28 an hour
- Full-time
- Background check
- Office
- Finance
- Disability insurance
- Health insurance
Quick Apply
2d
Commercial Business Officer
New Dimensions Federal Credit Union —Waterville, ME
- $74,510.40 - $111,765.60 a year
- Full-time
- Background check
- Mid-level
- 3 years
- Health insurance
- Dental insurance
Quick Apply
Overnight Crisis Worker
Spurwink Services —Lewiston, ME
- $21.00 - $25.29 an hour
- Overnight shift
- Clean driving record
- Mid-level
- Driver's License
- Paid training
- Disability insurance
Adult BHH Care Coordinator (Case Manager)
Spurwink Services —Portland, ME
- $23 - $26 an hour
- Clean driving record
- Psychiatry
- Mid-level
- Paid training
- Disability insurance
Veterinarian
Veterinary Practice Partners —Orland, ME
- $100,000 - $150,000 a year
- Part-time
- Medical-surgical
- Entry level
- Health insurance
- Dental insurance
Quick Apply
Accounting & Advisory Associate
Skillcloud HCM —Yarmouth, ME
- $75,000 - $90,000 a year
- Full-time
- Hybrid work
- CPA
- Mid-level
- Office
- Paid holidays
- Disability insurance
Quick Apply
Building Consultant
Sheridan Construction Corporation —Fairfield, ME
- $60,000 - $80,000 a year
- Full-time
- Construction site
- Mid-level
- Driver's License
- AD&D insurance
- Paid holidays
Quick Apply
Survey Technician Portland, ME
Blew & Associates, P.A. —Portland, ME
- $70,000 - $95,000 a year
- Overtime
- Construction site
- Research
- Mid-level
- Paid parental leave
- Paid holidays
Quick Apply
Retail Merchandiser
SAS Retail Services —Bath, ME
- $19 an hour
- Part-time
- 18 years or older
- Merchandising
- No experience needed
- Health insurance
- Dental insurance
Part Time Product Demonstrator in Costco
CDS (Club Demonstration Services) —Scarborough, ME
- $19 an hour
- Part-time
- Serving
- 18 years or older
- No experience needed
- Health insurance
- Dental insurance
ZAGG RETAIL SALES ASSOCIATE/PHONE REPAIR TECH
ZAGG, Inc. —South Portland, ME
- $18 an hour
- 8 hour shift
- Sales
- Marketing
- Inventory management
- Employee discount
- Flexible schedule
Quick Apply

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Client Service Associate

Morgan Stanley -
Portland, ME

Apply Now

Job Details

Full-time
$16.00 - $43.27 an hour

Qualifications

Website maintenance
Investment advisory support
Website management
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
Digitization
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
Video conferences (communication methods)
Handling account queries
Phone call management

Full Job Description

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.

Expected base pay rates for the role will be between $16 and $43.27 per hour at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

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 service associate jobs in maine

Client Service Associate

Client Services Associate - South Portland, ME

Call Center Representative – Medicaid Member Support

Special Education/School Law Associate

ABA Board Certified Behavior Analyst (BCBA)

Labor and Employment Attorney

Float RST & Float RCW - dynamic position supporting multiple programs

Veterinarian

Senior Family Law Attorney (5+ Years Experience) | Lead Turco Legal's Expansion into Maine

Electric Billing Clerk

Commercial Business Officer

Overnight Crisis Worker

Adult BHH Care Coordinator (Case Manager)

Veterinarian

Accounting & Advisory Associate

Building Consultant

Survey Technician Portland, ME

Retail Merchandiser

Part Time Product Demonstrator in Costco

ZAGG RETAIL SALES ASSOCIATE/PHONE REPAIR TECH

I want to receive the latest job alert for client service associate in maine

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