Top 291 Client processing associate Jobs in Baytown, Tx

Client Service Associate
Morgan Stanley —Houston, TX
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
3d
Full Charge Bookkeeper/Accountant
Accounting Firm —Houston, TX
- $55,000 - $68,000 a year
- Full-time
- Analysis skills
- GAAP
- QuickBooks
- Dental insurance
- 401(k)
Quick Apply
Payroll and Benefits Coordinator
CFS —Houston, TX
- Office
- Finance
- Organizational skills
2d
CLINICAL DOCUMENTATION COORD - VALLEY HEALTH SYSTEM (VARIED POSITIONS)
Valley Health System Consolidated Services —Houston, TX
- Nursing
- RN License
- 5 years
- Health insurance
- Dental insurance
Sales Consultant - Hindi/Mandarin
Sysco —Houston, TX
- Weekends as needed
- Marketing
- Computer literacy
- Restaurant management
- Mileage reimbursement
- Employee stock purchase plan
2d
Sales Consultant - Mandarin Bilingual
Sysco —Houston, TX
- Weekends as needed
- Marketing
- Computer literacy
- Restaurant management
- Mileage reimbursement
- Employee stock purchase plan
2d
Patent Attorney / Agent / Analyst | Computer Software AI | Fully Remote TX 77001 3878
IP Recruiter Group —Houston, TX
- Email
- Background check
- Surgery
- Computer Science
Quick Apply
Patent Attorney / Patent Agent / Software Computer CS / Fully Remote USA 77001 3816
IP Recruiter Group —Houston, TX
- Email
- Background check
- Surgery
- Computer Science
Quick Apply
Patent Attorney or Agent / EE CS Telecom / Remote USA TX 77001 4088
IP Recruiter Group —Houston, TX
- Email
- Background check
- Computer science
- Computer Science
Quick Apply
Retail Associate - Houston Galleria
Aritzia —Houston, TX
- $20 - $30 an hour
- Part-time
- Merchandising
- Entry level
Account Associate- Commercial Insurance- Remote
Insurance Office of America, Inc. —Baytown, TX
- $40,000 - $60,000 a year
- Full-time
- Microsoft Outlook
- Word processing
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Part-time Client Service Associate – Teller (20 hours) | South Shaver – Pasadena, TX
Amegy Bank —Pasadena, TX
- Part-time
- Basic math
- Office
- High school diploma or GED
- Profit sharing
- Paid training
Client Service Representative
VCA Animal Hospitals —Houston, TX
- Full-time
- Maintenance
- Entry level
- Health insurance
- Dental insurance
Registered Client Service Associate
Morgan Stanley —Houston, TX
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Full-Time Beauty Lead Advisor - Sephora
KOHLS —Baytown, TX
- From $15.60 an hour
- Weekends as needed
- Writing skills
- Mid-level
- Communication skills
Client Service Associate – Teller (40 hours) | Bilingual Spanish/English Preferred | Lacy Drive – Baytown, TX
Amegy Bank —Baytown, TX
- Full-time
- Spanish
- Basic math
- English
- Profit sharing
- Paid training
4d
Sales Associate I
Coach —Houston, TX
- $15.00 - $19.50 an hour
- Weekends as needed
- Computer literacy
- Merchandising
- English
- Commuter assistance
- Paid parental leave
Part-time Client Service Associate – Teller (20 hours) | *Afternoon Shift* | Friendswood, TX
Amegy Bank —Friendswood, TX
- Part-time
- Basic math
- Office
- High school diploma or GED
- Profit sharing
- Paid training
9d
Sales Associate II
Coach —Houston, TX
- $15.00 - $19.50 an hour
- Part-time
- Computer literacy
- Merchandising
- English
- Commuter assistance
- Paid parental leave
Temporary Sales Associate
Coach —Houston, TX
- $15.00 - $19.50 an hour
- Part-time
- Computer literacy
- Merchandising
- English
- Commuter assistance
- Paid parental leave

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Client Service Associate

Morgan Stanley -
Houston, TX

Apply Now

Job Details

Full-time
3 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
Video conferences (communication methods)
Handling account queries

Full Job Description

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:

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 processing associate jobs in baytown, tx

Client Service Associate

Full Charge Bookkeeper/Accountant

Payroll and Benefits Coordinator

CLINICAL DOCUMENTATION COORD - VALLEY HEALTH SYSTEM (VARIED POSITIONS)

Sales Consultant - Hindi/Mandarin

Sales Consultant - Mandarin Bilingual

Patent Attorney / Agent / Analyst | Computer Software AI | Fully Remote TX 77001 3878

Patent Attorney / Patent Agent / Software Computer CS / Fully Remote USA 77001 3816

Patent Attorney or Agent / EE CS Telecom / Remote USA TX 77001 4088

Retail Associate - Houston Galleria

Account Associate- Commercial Insurance- Remote

Part-time Client Service Associate – Teller (20 hours) | South Shaver – Pasadena, TX

Client Service Representative

Registered Client Service Associate

Full-Time Beauty Lead Advisor - Sephora

Client Service Associate – Teller (40 hours) | Bilingual Spanish/English Preferred | Lacy Drive – Baytown, TX

Sales Associate I

Part-time Client Service Associate – Teller (20 hours) | Afternoon Shift | Friendswood, TX

Sales Associate II

Temporary Sales Associate

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