Top 18 Client services associate Jobs in Chambersburg, Pa

Registered Client Service Associate
Morgan Stanley —Hagerstown, MD
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Client Support Coordinator Care and Communication Role
Comfort Keepers —Fayetteville, PA
- $30,000 - $45,000 a year
- Full-time
- Computer literacy
- Computer skills
- Communication skills
- Health insurance
- Dental insurance
Quick Apply
Trailer Parts Sales & Customer Service Representative
Dexter —Chambersburg, PA
- Full-time
- Mid-level
- Organizational skills
- In-person
- Paid holidays
- Health insurance
Quick Apply
12d
Marine Sales & Customer Service Specialist
Salvation Marine Services —Chambersburg, PA
- $15 - $20 an hour
- Email
- In person
- Sales
- Computer literacy
- In-person
- Paid time off
Quick Apply
Personal Lines Client Executive
Highstreet Insurance Services —Gettysburg, PA
- $55,000 - $70,000 a year
- Full-time
- Computer literacy
- Office
- High school diploma or GED
- Health insurance
- Dental insurance
Quick Apply
8d

Related jobs to explore

Based on your search for client services associate

1st Shift FT Warehouse Associate I - DC07
Ahold Delhaize Distribution & Transportation —Greencastle, PA
Able to use a personal computer for data entry and research purposes. Certified on powered industrial equipment where applicable.
$22 - $27 an hour
Community Outreach Coordinator - LIFE Franklin
Kinship Health PACE —Chambersburg, PA
Respond to all incoming/outgoing calls, data entry, and emails. Enter calls/inquiries into the central database for tracking and follow-up and schedule…
Quick Apply

Show more related jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Private Wealth Client Associate
Bank of America —Columbus, OH
Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while…
$25 - $44 an hour
Client Success Associate
Gordon Flesch Company —Dublin, OH
Valid driver’s license and appropriate auto insurance as dictated by state requirements. Help develop and execute customer success plans tailored to each…
$27.50 - $30.00 an hour
Quick Apply
1d

Show more jobs in cities nearby

I want to receive the latest job alert for client services associate in chambersburg, pa

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

client services associate jobs near chambersburg, pa

Customer Service Representative jobs in Chambersburg, PA

Associate Attorney jobs in Los Angeles, CA

Registered Nurse jobs in Farmington, NM

Registered Client Associate jobs in New Jersey

Registered Client Associate jobs in Chicago, IL

Registered Client Associate jobs in Washington, DC

Registered Client Associate jobs in San Antonio, TX

Client Service Associate jobs in San Antonio, TX

Registered Behavior Technician jobs in Detroit, MI

Customer Support Coordinator jobs in Dallas, TX

Chat Support Remote jobs in Fort Lauderdale, FL

Office Coordinator jobs in Dallas, TX

Customer Support Coordinator jobs in Rochester, NY

Remote Chat Support Part Time jobs in California

Customer Support Coordinator jobs in Grand Rapids, MI

Customer Support Coordinator jobs in Allentown, PA

Customer Service Representative Remote jobs in Rancho Cucamonga, CA

Business Development Representative jobs in Chicago, IL

Customer Service Representative jobs in Vancouver, WA

Verizon Customer jobs in Philadelphia, PA

Registered Client Service Associate

Morgan Stanley -
Hagerstown, MD

Apply Now

Job Details

Full-time

Qualifications

High school diploma or GED
Series 7

Full Job Description

POSITION SUMMARY:

Registered 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/team
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 aa clerical capacity at the direction of the client and/or FA/PWA/team
Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team
Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance)
Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team
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 with updates on service requests (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

Qualifications

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Education and/or Experience

High School Diploma/Equivalency
College degree preferred
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

Knowledge/Skills

Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
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 multitask
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 services associate jobs in chambersburg, pa

Registered Client Service Associate

Client Support Coordinator Care and Communication Role

Trailer Parts Sales & Customer Service Representative

Marine Sales & Customer Service Specialist

Personal Lines Client Executive

Related jobs to explore

Explore jobs in cities nearby

I want to receive the latest job alert for client services associate in chambersburg, pa

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected