Top 179 Client service associate Jobs in Santa Barbara, Ca

Registered Client Service Associate
Morgan Stanley —Santa Barbara, CA
- $34,320 - $90,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Senior Client Service Associate (Santa Barbara, CA)
Raymond James Financial, Inc. —Santa Barbara, CA
- $45,000 - $75,000 a year
- Full-time
- High school
- Writing skills
- Research
- Profit sharing
- Paid holidays
Construction Project Management Associate
Becker Studios —Santa Barbara, CA
- $70,000 - $80,000 a year
- Email
- Mid-level
- Office
- Residential
Quick Apply
Associate Therapist - Eating Disorders
Casa Serena —Santa Barbara, CA
- $37 - $40 an hour
- Full-time
- Writing skills
- Mid-level
- Residential
- Health insurance
- Dental insurance
Board Certified Behavior Analyst (BCBA)
Community Autism Services —Santa Barbara, CA
- $78,000 - $98,000 a year
- Full-time
- Experience working with individuals with developmental disabilities
- Experience working with children
- Children
- Health insurance
- Dental insurance
Quick Apply
LVN | LPT
Crestwood Behavioral Health —Santa Barbara, CA
- $40.00 - $46.37 an hour
- Part-time
- CPR Certification
- LVN
- Psychiatry
- Paid jury duty
- Paid holidays
Quick Apply
2d
Client Services Specialist-BILINGUAL REQUIRED
Wolfe & Associates, Property Services —Santa Barbara, CA
- $25 an hour
- Full-time
- Bilingual
- Spanish
- Office
- Health savings account
- Health insurance
Quick Apply
14d
Sales Consultant - Santa Barbara / Goleta
Sysco —Santa Barbara, CA
- $48,600 - $81,000 a year
- Weekends as needed
- Marketing
- Computer literacy
- Cooking
- Mileage reimbursement
- Employee stock purchase plan
VIP Client Advocate Specialist
Stevens & Associates Insurance Agency, Inc —Santa Barbara, CA
- $20 - $23 an hour
- 8 hour shift
- Bilingual
- Spanish
- Microsoft Excel
- Health insurance
- Dental insurance
Quick Apply
Licensed Marriage and Family Therapist - California
Headlight —California
- $90,000 - $111,080 a year
- Full-time
- Remote
- LMFT
- Spanish
- Software troubleshooting
- Continuing education credits
- Health insurance
Quick Apply
Associate Attorney - Personal Injury (Plaintiff)
Accident Pros LLP —California
- $120,000 - $170,000 a year
- Full-time
- Remote
- Background check
- Spanish
- Mid-level
- Health insurance
- Professional development assistance
Quick Apply
1d
Licensed Professional Clinical Counselor - California
Headlight —California
- $90,000 - $111,080 a year
- Full-time
- Remote
- LMFT
- Spanish
- Software troubleshooting
- Continuing education credits
- Health insurance
Quick Apply
Licensed Clinical Therapist - Remote (California Only)
Headlight —California
- $90,000 - $111,080 a year
- Full-time
- Remote
- LMFT
- Spanish
- Software troubleshooting
- Continuing education credits
- Health insurance
Quick Apply
Licensed Clinical Social Worker- California
Headlight —California
- $90,000 - $111,080 a year
- Full-time
- Remote
- LMFT
- Spanish
- Software troubleshooting
- Continuing education credits
- Health insurance
Quick Apply
PT Certified Bilingual SUD Counselor- PRRC
Good Samaritan Shelter —Santa Barbara, CA
- $25 - $30 an hour
- Part-time
- Bilingual
- Background check
- Current TB test
- Paid holidays
- Health insurance
Quick Apply
Senior Associate Attorney - Family Law
Confidential —California
- $220,000 - $320,000 a year
- Full-time
- Remote
- US work authorization
- Organizational skills
- Senior level
- Profit sharing
- Paid holidays
Quick Apply
Fit Specialist & Client Experience Associate
Malia Mills —Santa Barbara, CA
- $20 - $24 an hour
- Part-time
- Merchandising
- In-person
- Leadership
- Health insurance
- 401(k) matching
Quick Apply
6d
Center-Based - Associate Clinical Supervisor - ABA Services (BCBA Candidate Role)
Community Autism Services —Santa Barbara, CA
- $26 - $33 an hour
- Full-time
- Experience working with individuals with developmental disabilities
- Mid-level
- Master's degree
- Paid training
- Referral program
Quick Apply
Associate Clinical Supervisor - BCBA Candidate
Community Autism Services —Goleta, CA
- $26 - $33 an hour
- Full-time
- Experience working with individuals with developmental disabilities
- Mid-level
- Master's degree
- Paid training
- Referral program
Quick Apply
Full Time - ABA Associate Clinical Supervisor
Community Autism Services —Ventura, CA
- $28 - $36 an hour
- Full-time
- Experience working with individuals with developmental disabilities
- Mid-level
- Master's degree
- Paid training
- Referral program
Quick Apply

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Registered Client Service Associate

Morgan Stanley -
Santa Barbara, CA

Apply Now

Job Details

Full-time
$34,320 - $90,000 a year

Qualifications

High school diploma or GED
Series 7

Full Job Description

Registered 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/team
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 aa clerical capacity at the direction of the client and/or FA/PWA/team
Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team
Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance)
Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team
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 with updates on service requests (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

Qualifications - External

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Education and/or Experience

High School Diploma/Equivalency
College degree preferred
Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Two or more years of industry experience preferred

Knowledge/Skills

Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
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 multitask
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 $34,320.00 and $90,000.00 per year 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 santa barbara, ca

Registered Client Service Associate

Senior Client Service Associate (Santa Barbara, CA)

Construction Project Management Associate

Associate Therapist - Eating Disorders

Board Certified Behavior Analyst (BCBA)

LVN | LPT

Client Services Specialist-BILINGUAL REQUIRED

Sales Consultant - Santa Barbara / Goleta

VIP Client Advocate Specialist

Licensed Marriage and Family Therapist - California

Associate Attorney - Personal Injury (Plaintiff)

Licensed Professional Clinical Counselor - California

Licensed Clinical Therapist - Remote (California Only)

Licensed Clinical Social Worker- California

PT Certified Bilingual SUD Counselor- PRRC

Senior Associate Attorney - Family Law

Fit Specialist & Client Experience Associate

Center-Based - Associate Clinical Supervisor - ABA Services (BCBA Candidate Role)

Associate Clinical Supervisor - BCBA Candidate

Full Time - ABA Associate Clinical Supervisor

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