Top 1012 Client associate Jobs in Aventura, Fl

Registered Client Service Associate
Morgan Stanley —Aventura, FL
- Full-time
- Writing skills
- Mid-level
- Office
Client Service Associate – Immediate Start
MAD Events & Advertising —Hollywood, FL
- $49,525.49 - $59,643.60 a year
- Urgently hiring
- High school diploma or GED
- US work authorization
- In-person
- Paid training
- Dental insurance
Quick Apply
2d
Stock Associate, BLM Emporio Armani
Emporio Armani —Aventura, FL
- $25 an hour
- Weekends as needed
- Merchandising
- High school diploma or GED
- Communication skills
- Disability insurance
- Paid time off
Quick Apply
Sr. Registered Client Service Associate
Morgan Stanley —Fort Lauderdale, FL
- Full-time
- Writing skills
- Mid-level
- Office
Litigation Associate – Municipal Defense & Civil Litigation
Confidential —Fort Lauderdale, FL
- $125,000 - $145,000 a year
- Full-time
- Background check
- Writing skills
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Wealth Management Client Associate
Edwards Asset Management —Fort Lauderdale, FL
- $65,000 - $85,000 a year
- Full-time
- Background check
- Spanish
- Microsoft Excel
- Health savings account
- Health insurance
Quick Apply
Associate Attorney - General Civil Litigation
Colodny Fass —Sunrise, FL
- $1 - $2 a year
- Full-time
- Hybrid work
- 5 years
- Writing skills
- Mid-level
- Paid holidays
- Disability insurance
Quick Apply
Full Time Associate Attorney
Cardenas Law Firm, LLC —Miami, FL
- From $85,000 a year
- Full-time
- Bilingual
- Spanish
- Writing skills
- Paid holidays
- Paid time off
Quick Apply
9d
Associate Trial Attorney
The Haggard Law Firm —Coral Gables, FL
- From $50,000 a year
- Full-time
- Writing skills
- Mid-level
- In-person
- Health insurance
- 401(k)
Quick Apply
9d
Associate Attorney
Acosta & Associates, P.A. —Coral Gables, FL
- Up to $125,000 a year
- Full-time
- No experience needed
- In-person
- Entry level
- Health insurance
- Dental insurance
Quick Apply
Tax Associate
GLSC & Company, PLLC —Miami, FL
- Full-time
- Spanish
- CPA
- Customer service
- 401(k)
- Flexible schedule
Quick Apply
Retail Sales Associate / Interior Designer
MH2G Furniture —Miami, FL
- $19 - $22 an hour
- Weekends as needed
- Bilingual
- Microsoft Word
- Background check
- Paid holidays
- Health insurance
Quick Apply
Florida Creditors’ Rights Associate Attorney
Tromberg, Miller, Morris & Partners, PLLC —Deerfield Beach, FL
- Full-time
- Hybrid work
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
18h
Associate Attorney
Wood, Smith, Henning & Berman —Miami, FL
- Full-time
- Hybrid work
- Mid-level
- Disability insurance
- Health insurance
Quick Apply
Associate Attorney
Attorneys Jo Ann Hoffman & Associates, P.A. —Fort Lauderdale, FL
- Full-time
- Background check
- Computer skills
- In-person
- Paid holidays
- Health insurance
Quick Apply
7d
Litigation Associate Attorney - First Party Property
Kubicki Draper —Miami, FL
- Full-time
- Hybrid work
- Mid-level
- 3 years
- Health insurance
- Paid time off
Quick Apply
Luxury Retail Sales Associate | High Commission Role
VALIANT PARIS INC —Miami Beach, FL
- $45,000 - $85,000 a year
- Weekends as needed
- Mid-level
- In-person
- 2 years
- 401(k)
- Employee discount
Quick Apply
Senior Tax Associate
Haller Robbins Epelbaum Misiunas, LLC —Miami, FL
- $80,000 - $110,000 a year
- Full-time
- Research
- Mid-level
- Office
- Disability insurance
- Health insurance
Quick Apply
Experienced Tax Associate
Haller Robbins Epelbaum Misiunas, LLC —Miami, FL
- $60,000 - $80,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Disability insurance
- Health insurance
Quick Apply
AT&T Sales Associate (Training Provided)
MarketWise Collective —Miramar, FL
- $900 - $1,200 a week
- Full-time
- Background check
- Spanish
- Mid-level
Quick Apply
1d

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Registered Client Service Associate

Morgan Stanley -
Aventura, FL

Apply Now

Job Details

Full-time

Qualifications

Series 7

Full Job Description

Job Description

POSITION SUMMARY:

Registered Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that
requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients.

DUTIES and RESPONSIBILITIES:

CLIENT SUPPORT

Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current
Identify and assist with Firm services and solutions that support clients’ needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile
Confirm authorization and authenticate client when processing requests
Onboard and maintain client accounts, including collecting client information and required documentation, capturing and assessing risk, processing money movement transactions and handling estate needs as examples
Input orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment options and corporate actions with clients at the direction of Financial Advisors
Prepare financial plans, client reports, and other materials for client meetings
Review and take appropriate action on client account alerts

OTHER

Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model
Support the team’s marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
Actively engage in available training and education programs – including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls
Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance
Proactively participate in firm initiatives directed by local management
Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Education and/or Experience

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
High School Diploma/Equivalency
College degree preferred

Knowledge/Skills

Strong industry, product, and branch procedures knowledge
Exceptional writing, interpersonal and client service skills
Detail oriented with superior organizational skills and ability to prioritize tasks
Strong computer skills and knowledge of Microsoft Office products
Team player with the ability to collaborate with others
Ability to work in a fast-paced, evolving environment
Goal oriented, self-motivated and results driven
Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts

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 aventura, fl

Registered Client Service Associate

Client Service Associate – Immediate Start

Stock Associate, BLM Emporio Armani

Sr. Registered Client Service Associate

Litigation Associate – Municipal Defense & Civil Litigation

Wealth Management Client Associate

Associate Attorney - General Civil Litigation

Full Time Associate Attorney

Associate Trial Attorney

Associate Attorney

Tax Associate

Retail Sales Associate / Interior Designer

Florida Creditors’ Rights Associate Attorney

Associate Attorney

Associate Attorney

Litigation Associate Attorney - First Party Property

Luxury Retail Sales Associate | High Commission Role

Senior Tax Associate

Experienced Tax Associate

AT&T Sales Associate (Training Provided)

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