Top 202 Client service associate Jobs in Bakersfield, Ca

Client Service Associate - Part Time
Morgan Stanley —Bakersfield, CA
- $35,152 - $90,000 a year
- Part-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Appearance Attorney - California Licensed
The Law Firm of Higbee & Associates —California
- From $100 an hour
- Contract
- Remote
- Mid-level
Quick Apply
5d
Weekend Licensed Clinician (LCSW, LMFT, Clinical Psychologist)
Crestwood Behavioral Health —Bakersfield, CA
- $50.00 - $57.96 an hour
- Part-time
- LMFT
- Psychiatry
- Experience working with individuals with disabilities
- Paid jury duty
- Paid holidays
Quick Apply
12d
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
Immigration Attorney
Avenor Law —California
- $45.00 - $53.35 an hour
- Part-time
- Remote
- Background check
- Spanish
- Writing skills
- Professional development assistance
- Flexible schedule
Quick Apply
5d
Licensed Marriage and Family Therapist - California
Headlight —California
- $90,000 - $111,080 a year
- Full-time
- Remote
- LMFT
- Spanish
- Software troubleshooting
- Continuing education credits
- Dental 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
- Dental insurance
Quick Apply
Licensed Professional Clinical Counselor - California
Headlight —California
- $90,000 - $111,080 a year
- Full-time
- Remote
- LMFT
- Spanish
- Software troubleshooting
- Continuing education credits
- Dental 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
- Dental insurance
Quick Apply
Associate Staff Attorney
Liberty Mutual —Bakersfield, CA
- $100,000 - $171,000 a year
- Full-time
- Remote
- Writing skills
- Mid-level
- Analysis skills
- 401(k) matching
LVN | LPT
Crestwood Behavioral Health —Bakersfield, CA
- $30.00 - $34.78 an hour
- Email
- CPR Certification
- LVN
- Psychiatry
- Paid jury duty
- Paid holidays
Quick Apply
1d
Residential Real Estate Appraisal QC Reviewer
The Property Sciences Group, Inc. —California
- $54,000 - $150,000 a year
- Full-time
- Remote
- 11+ years
- Residential
- US work authorization
- Paid holidays
- Health insurance
Quick Apply
6d
Senior Tax Manager - California Resident
Robert Lee & Associates, LLP —California
- $150,000 - $195,000 a year
- Full-time
- Remote
- CPA
- Customer service
- Bachelor of Science
- Health insurance
- Dental insurance
Quick Apply
School Based Speech Support
SPG Therapy & Education —Bakersfield, CA
- $23 - $25 an hour
- Choose your own hours
- School experience
- Current TB test
- Experience working with individuals with disabilities
- Health insurance
- Dental insurance
Quick Apply
13h
Industrial Hygienist (CSST or CAC)
Atlas —California
- $34 - $43 an hour
- Full-time
- Up to 50% travel
- Mid-level
- Ability to climb stairs
- Paid parental leave
- AD&D insurance
Quick Apply
5d
Bilingual Case Manager (Support Broker)
GT Independence —Bakersfield, CA
- $70,304 an hour
- Bilingual
- 18 years or older
- Nursing
- Paid time off
Quick Apply
2d
Financial Advisor
Northwestern Mutual - Bakersfield —Bakersfield, CA
- $70,000 - $85,000 a year
- Full-time
- Hybrid work
- Background check
- Sales
- Customer service
- Health insurance
- Dental insurance
Quick Apply
12d
Postdoctoral Fellow - Clinical Psychology
Brain, Science and Technology Integrative Center —California
- $50,000 - $60,000 a year
- Email
- Remote
- Background check
- Writing skills
- HIPAA
- Paid time off
Quick Apply
Office Manager
Kern Energy —Bakersfield, CA
- $73,874.00 - $83,141.60 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- 5 years
Seasonal Stockroom Operations Associate
KOHLS —Bakersfield, CA
- $17 - $24 an hour
- Weekends as needed
- Writing skills
- 16+ years old
- Communication skills
- Disability insurance
- Dental insurance
6d

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client service associate jobs near bakersfield, ca

Client Service Associate - Part Time

Morgan Stanley -
Bakersfield, CA

Apply Now

Job Details

Part-time
$35,152 - $90,000 a year

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

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.

Job Posting Pay Range

Expected base pay rates for the role will be between $35,152 and $90,000 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 bakersfield, ca

Client Service Associate - Part Time

Appearance Attorney - California Licensed

Weekend Licensed Clinician (LCSW, LMFT, Clinical Psychologist)

Senior Associate Attorney - Family Law

Immigration Attorney

Licensed Marriage and Family Therapist - California

Licensed Clinical Therapist - Remote (California Only)

Licensed Professional Clinical Counselor - California

Licensed Clinical Social Worker- California

Associate Staff Attorney

LVN | LPT

Residential Real Estate Appraisal QC Reviewer

Senior Tax Manager - California Resident

School Based Speech Support

Industrial Hygienist (CSST or CAC)

Bilingual Case Manager (Support Broker)

Financial Advisor

Postdoctoral Fellow - Clinical Psychology

Office Manager

Seasonal Stockroom Operations Associate

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