Top 99 Client associate Jobs in Athens, Al

Client Service Associate
Morgan Stanley —Huntsville, AL
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Store Associate
SHOE DEPT. —Athens, AL
- Merchandising
- Entry level
- Store discount
Quick Apply
Associate Attorney
F&B Law Firm, P.C. —Huntsville, AL
- Full-time
- Writing skills
- Analysis skills
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
Investment Portfolio Associate-Huntsville, AL
Raymond James Financial, Inc. —Huntsville, AL
- Full-time
- Writing skills
- Mid-level
- Office
- Paid holidays
- Health insurance
Customer Service Representative
Triad Packaging, Inc. —Athens, AL
- $15 - $20 an hour
- 8 hour shift
- Background check
- Microsoft Outlook
- ERP systems
- Health insurance
- Dental insurance
Quick Apply
8d
Operations Associate - Part Time
Sephora —Huntsville, AL
- $18.00 - $20.50 an hour
- Part-time
- Sales
- Merchandising
- Ability to lift 50 pounds
- Health insurance
9d
Cyber Security Analyst Level 1
EvoQore Technologies —Athens, AL
- Full-time
- Background check
- Pass drug screening
- Mid-level
- Disability insurance
- Dental insurance
Account Executive
EvoQore Technologies —Athens, AL
- Full-time
- Background check
- Writing skills
- Pass drug screening
- Dental insurance
- 401(k) matching
Parts Associate
Toyota Material Handling of Tennessee, Inc. —Madison, AL
- Clean driving record
- Customer service
- Basic math
Audit Associate - Athens, AL
MAULDIN & JENKINS LLC —Athens, AL
- Weekends as needed
- Mid-level
- Office
- GAAP
Quick Apply
Part-Time Store Merchandising Associate
KOHLS —Huntsville, AL
- From $13 an hour
- Part-time
- Writing skills
- Merchandising
- 16+ years old
Sales Associate
Massage Envy —Madison, AL
- Up to $20,000 a year
- Part-time
- High school diploma or GED
- Clinic
- Conflict management
- Paid training
- Disability insurance
Quick Apply
Cyber Security Engineer
EvoQore Technologies —Athens, AL
- Full-time
- Background check
- Writing skills
- Pass drug screening
- Disability insurance
- Dental insurance
Sensor Specialist
Revolution Geosystems LLC —Huntsville, AL
- Full-time
- Remote
- Computer Science
- Mid-level
- Ability to lift 50 pounds
- Disability insurance
- Health insurance
Quick Apply
Route Merchandising Associate
Signature Retail Services, Inc —Decatur, AL
- $16 - $18 an hour
- Choose your own hours
- 18 years or older
- Merchandising
- Ability to lift 50 pounds
- Paid training
- Mileage reimbursement
Quick Apply
Associate Project Manager
Barge Design Solutions —Huntsville, AL
- Mid-level
- Bachelor's degree
- 4 years
Research Associate II
Discovery Life Sciences LLC —Huntsville, AL
- Microsoft Outlook
- Word processing
- Computer literacy
- Paid parental leave
- Disability insurance
Quick Apply
3d
Part-Time Store Cleaning & Operations Associate
KOHLS —Huntsville, AL
- From $14.10 an hour
- Part-time
- 18 years or older
- Writing skills
- Computer skills
Spa Sales Associate
Hand & Stone —Huntsville, AL
- $12 - $15 an hour
- Communication skills
- Entry level
Quick Apply
Store Associate
SHOE SHOW —Huntsville, AL
- Merchandising
- Entry level
- Employee discount
Quick Apply

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Client Service Associate

Morgan Stanley -
Huntsville, AL

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
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 athens, al

Client Service Associate

Store Associate

Associate Attorney

Investment Portfolio Associate-Huntsville, AL

Customer Service Representative

Operations Associate - Part Time

Cyber Security Analyst Level 1

Account Executive

Parts Associate

Audit Associate - Athens, AL

Part-Time Store Merchandising Associate

Sales Associate

Cyber Security Engineer

Sensor Specialist

Route Merchandising Associate

Associate Project Manager

Research Associate II

Part-Time Store Cleaning & Operations Associate

Spa Sales Associate

Store Associate

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