Top 1247 Client associate Jobs in Alpharetta Ga

Client Service Associate
Morgan Stanley —Alpharetta, GA
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
2d
Senior Client Services Associate - Atlanta, GA
Savant Wealth Management —Atlanta, GA
- $70,000 - $90,000 a year
- Full-time
- Microsoft Outlook
- Office
- Administrative experience
- Health savings account
- AD&D insurance
Registered Client Service Associate
Morgan Stanley —Atlanta, GA
- Full-time
- Entry level
15h
Registered Client Service Associate
Morgan Stanley —Alpharetta, GA
- Full-time
- Writing skills
- Mid-level
- Office
Operations & Client Service Associate
Anchyra Partners —Atlanta, GA
- From $60,000 a year
- Full-time
- Microsoft Excel
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Associate Client Support Consultant
ADP —Alpharetta, GA
- $21 an hour
- Overtime
- Hybrid work
- Military
- Writing skills
- 1 year
- Paid time off
- Benefits from day one
Client Services Associate
Rubicon —Atlanta, GA
- From $20 an hour
- Weekends as needed
- Hybrid work
- Mid-level
- High school diploma or GED
- Bachelor's degree
Electrical Supervisor - Single Family
IES Residential, Inc. —Suwanee, GA
- Full-time
- Background check
- Spanish
- Clean driving record
- Disability insurance
- Health insurance
Immigration Associate Attorney
Sessoms Law Group, LLC —Atlanta, GA
- $110,000 - $120,000 a year
- Full-time
- Spanish
- Writing skills
- English
- Health insurance
- Dental insurance
Quick Apply
Associate Attorney
Weisser Elazar & Kantor, PLLC —Georgia
- $80,190.15 - $96,573.09 a year
- Full-time
- Mid-level
- Analysis skills
- 2 years
- Health insurance
- Dental insurance
Quick Apply
Life Insurance Associate
Edion Staffing Agency —Atlanta, GA
- $78,000 - $155,000 a year
- Contract
- Sales
- Customer service
- US work authorization
- Tuition reimbursement
- Flexible schedule
Quick Apply
Associate Attorney - General Liability - Complex Liability - Catastrophic Loss
Chartwell Law —Atlanta, GA
- $85,000 - $150,000 a year
- Full-time
- Hybrid work
- Writing skills
- Senior level
- 2 years
- Disability insurance
- Health insurance
Quick Apply
Medical Lead or Experienced Associate Veterinarian
Kennesaw Mountain Veterinary Services —Kennesaw, GA
- $115,000 - $150,000 a year
- Full-time
- Microsoft Outlook
- Clinic experience
- Mid-level
- Paid parental leave
- Disability insurance
Quick Apply
Insurance Sales Representative -Chatman & Associates Allstate Agency
Allstate Insurance Company —Avondale Estates, GA
- $35,000 - $45,000 a year
- Full-time
- US work authorization
- Organizational skills
- In-person
- Health insurance
- Dental insurance
Quick Apply
Associate Veterinarian - Part-Time Flex
Petco —Snellville, GA
- Part-time
- Computer skills
- Communication skills
- Entry level
- Health insurance
- 401(k)
Insurance Sales Associate
State Farm - Trummie Patrick Agency —Roswell, GA
- $40,000 - $75,000 a year
- Full-time
- Background check
- Sales
- Office
- Health insurance
- Dental insurance
Quick Apply
Associate Attorney-Relocation Required
Parnall Law —Atlanta, GA
- $200,000 - $400,000 a year
- Full-time
- 5 years
- Senior level
- Paid holidays
- Disability insurance
Quick Apply
Digital Marketing Associate
BLUE TENT MARKETING LLC —Alpharetta, GA
- Full-time
- Mid-level
- Office
- Residential
- Health savings account
- AD&D insurance
Quick Apply
Veterinary Technicians or Assistants - Full & Part Time
Sweet Dreams In-Home Pet Euthanasia —Woodstock, GA
- $17 - $23 an hour
- Part-time
- Background check
- Office
- High school diploma or GED
Quick Apply
Associate Veterinarian
Atlas Consultancy Group Ltd —Holly Springs, GA
- $120,000 - $150,000 a year
- Call employer
- Private practice
- Mid-level
- Surgery
- Health insurance
- 401(k)
Quick Apply
13h

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client associate jobs near alpharetta ga

Client Service Associate

Morgan Stanley -
Alpharetta, GA

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Job Details

Full-time
2 days ago

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
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
Handling account queries
Phone call management

Full 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:

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

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 associate jobs in alpharetta ga

Client Service Associate

Senior Client Services Associate - Atlanta, GA

Registered Client Service Associate

Registered Client Service Associate

Operations & Client Service Associate

Associate Client Support Consultant

Client Services Associate

Electrical Supervisor - Single Family

Immigration Associate Attorney

Associate Attorney

Life Insurance Associate

Associate Attorney - General Liability - Complex Liability - Catastrophic Loss

Medical Lead or Experienced Associate Veterinarian

Insurance Sales Representative -Chatman & Associates Allstate Agency

Associate Veterinarian - Part-Time Flex

Insurance Sales Associate

Associate Attorney-Relocation Required

Digital Marketing Associate

Veterinary Technicians or Assistants - Full & Part Time

Associate Veterinarian

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