Top 1964 Client Jobs in Burlington, Vt

Client Service Associate
Morgan Stanley —Colchester, VT
- $31,200 - $900,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Client Success Representative (Remote)
Demand.com —Burlington, VT
- Remote
- Mid-level
- Communication skills
- Time management
Quick Apply
HVAC Controls Estimator
VHV Company —Winooski, VT
- $40 - $60 an hour
- Full-time
- Background check
- Up to 50% travel
- Construction site
- Health savings account
- Health insurance
Quick Apply
Licensed Mental Health Therapist
Headway —Burlington, VT
- Up to $110 an hour
- Remote
- Private practice
- LMFT
- Licensed Clinical Social Worker
Entry Behavior Technician (Behavioral Interventionist/Instructor) FT/PT
Sd Associates, LLC —Williston, VT
- $19.22 - $25.43 an hour
- Part-time
- Background check
- Classroom
- Management
- Mileage reimbursement
- Paid holidays
Quick Apply
Personal Trainer/ Performance Coach
VASTA Performance Training —South Burlington, VT
- $45,000 - $70,000 a year
- Full-time
- CPR Certification
- Anatomy knowledge
- Surgery
- Continuing education credits
- Health savings account
Quick Apply
CDL A Driver
Tomra —South Burlington, VT
- $33.28 an hour
- Full-time
- Customer service
- CDL A
- Mid-level
- Paid training
- Health insurance
Quick Apply
HVAC Service Technician/Installer
Vermont Energy —Williston, VT
- $30 - $50 an hour
- Full-time
- Residential
- In-person
- Entry level
- Health insurance
- Dental insurance
Quick Apply
Client Relations Specialist
Cheeks Luxury Skin Clinic —Williston, VT
- From $20 an hour
- Part-time
- Hybrid work
- Business development
- Analysis skills
- Communication skills
- Employee discount
- Flexible schedule
Quick Apply
Licensed Mental Health Therapist
Headway —Vermont
- Up to $110 an hour
- Remote
- Private practice
- LMFT
- Licensed Clinical Social Worker
Center-Based Board Certified Behavior Analyst
Autism Care Partners —South Burlington, VT
- $80,000 - $85,000 a year
- Full-time
- Hybrid work
- 18 years or older
- Microsoft Outlook
- Management
- Continuing education credits
- Paid holidays
Quick Apply
Field Construction Supervisor / Telecom
Centerline Communications —South Burlington, VT
- Clean driving record
- Construction site
- Computer literacy
- Health insurance
- Dental insurance
Quick Apply
Interventionist - School Based - Autism Spectrum Program
HowardCenter Inc —Burlington, VT
- $22.75 - $23.68 an hour
- Full-time
- Classroom
- Clean driving record
- Driver's License
- Wellness program
- AD&D insurance
Licensed Psychiatric Nurse Practitioner
Headway —Burlington, VT
- Up to $180 an hour
- Full-time
- Remote
- Private practice
- Nursing
- Psychiatry
Property Accountant
Neville Companies, Inc. —South Burlington, VT
- $24 - $26 an hour
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Center-Based Board Certified Behavior Analyst
Autism Care Partners —Saint Albans, VT
- $80,000 - $85,000 a year
- Full-time
- Hybrid work
- 18 years or older
- Microsoft Outlook
- Management
- Continuing education credits
- Paid holidays
Quick Apply
Licensed Professional Counselor
Headway —Burlington, VT
- Up to $110 an hour
- Remote
- Private practice
- Master's degree
- Senior level
Licensed Psychiatric Nurse Practitioner
Headway —Vermont
- Up to $180 an hour
- Full-time
- Remote
- Private practice
- Nursing
- Psychiatry
HVAC Service Technician III
Vermont Mechanical —Vermont
- $44 - $56 an hour
- Full-time
- Background check
- Clean driving record
- Hospital
- Health insurance
- 401(k)
Quick Apply
Traffic Control Apprentice
American Flagging —Burlington, VT
- $20 an hour
- Extended hours
- 18 years or older
- Construction site
- Pass drug screening
- Opportunities for advancement
Quick Apply
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Client Service Associate

Morgan Stanley -
Colchester, VT

Apply Now

Job Details

Full-time
$31,200 - $900,000 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
Executive administrative support
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

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.

Expected base pay rates for the role will be between $31,200 and $90,0000 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 jobs in burlington, vt

Client Service Associate

Client Success Representative (Remote)

HVAC Controls Estimator

Licensed Mental Health Therapist

Entry Behavior Technician (Behavioral Interventionist/Instructor) FT/PT

Personal Trainer/ Performance Coach

CDL A Driver

HVAC Service Technician/Installer

Client Relations Specialist

Licensed Mental Health Therapist

Center-Based Board Certified Behavior Analyst

Field Construction Supervisor / Telecom

Interventionist - School Based - Autism Spectrum Program

Licensed Psychiatric Nurse Practitioner

Property Accountant

Center-Based Board Certified Behavior Analyst

Licensed Professional Counselor

Licensed Psychiatric Nurse Practitioner

HVAC Service Technician III

Traffic Control Apprentice

I want to receive the latest job alert for client in burlington, vt

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