Top 4306 Client associate Jobs in Flushing, Ny

Client Service Associate
Morgan Stanley —New York, NY
- $35,360 - $90,000 a year
- Part-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Registered Client Service Associate
Morgan Stanley —New York, NY
- $16.00 - $40.87 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Client Service Associate
Kestra Financial —New York, NY
- $67,000 - $80,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Office
Quick Apply
Corporate Client Associate
Dream Opportunity —Manhattan, NY
- $65,000 - $85,000 a year
- Full-time
- Google Workspace
- Writing skills
- Research
Quick Apply
PBM Client Success Associate
Rightway —New York, NY
- $55,000 - $75,000 a year
- Remote
- Google Workspace
- Mid-level
- Bachelor's degree
Quick Apply
12d
Private Client Associate - Garden City, NY
Janney Montgomery Scott LLC —Garden City, NY
- $50,000 - $70,000 a year
- Full-time
- Microsoft Outlook
- Office
- High school diploma or GED
- Paid parental leave
- Disability insurance
Client Service Associate II
JPMorganChase —Brooklyn, NY
- $85,500 - $123,000 a year
- Full-time
- Computer literacy
- Mid-level
- Analysis skills
- Health insurance
- Tuition reimbursement
5d
Associate, Client Services
Third Bridge —New York, NY
- $96,000 - $127,000 a year
- Leadership
- Entry level
- Commercial
- Health insurance
- Dental insurance
Quick Apply
Associate, Client Services
True North Insights —New York, NY
- $80,000 - $115,000 a year
- Full-time
- Bachelor's degree
- US work authorization
- In-person
- Paid training
- Paid holidays
Quick Apply
2d
Client Delivery Associate
NewtonX —New York, NY
- $73,250 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Mentoring
- Entry level
- Commuter assistance
- Paid holidays
Quick Apply
Associate, Client Strategy
Shop My —New York, NY
- $70,000 - $85,000 a year
- Bachelor's degree
- Communication skills
- Entry level
- Health insurance
- Dental insurance
Client Onboarding Associate / KYC
Mizuho Americas —New York, NY
- $68,000 - $95,000 a year
- Full-time
- Hybrid work
- Research
- Mid-level
- Analysis skills
- Health insurance
- Dental insurance
7d
Senior Associate, Global Client Group
CIM Group, LP —New York, NY
- $100,000 - $125,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Wellness program
- Paid parental leave
Quick Apply
Client Services Associate
Seamless Talent —New York, NY
- $80,000 - $85,000 a year
- Microsoft Excel
- Mid-level
- Office
Client Experience Associate
XBP Global —New York, NY
- $18 - $20 an hour
- Overtime
- Google Workspace
- Mid-level
- Office
Sr Client Service Associate
Wealth Enhancement Group —Great Neck, NY
- $51,450 - $84,000 a year
- Full-time
- Research
- Mid-level
- Office
- Profit sharing
- Paid parental leave
Client Investment Research Associate
Bridgewater Associates —New York, NY
- $130,000 - $260,000 a year
- Call employer
- No experience needed
- Mid-level
- Office
Private Client Associate
EPIC Brokers —Melville, NY
- $33.34 - $41.03 an hour
- Hybrid work
- Computer skills
- Communication skills
- Entry level
- Paid parental leave
- Paid holidays
Quick Apply
6d
Receptionist-Office Associate-Client Concierge
American Arbitration Association Inc. —New York, NY
- $72,200 - $76,500 a year
- Overtime
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- 403(b) matching
- Loan repayment program
Registered Client Service Associate
Stifel —New York, NY
- $53,900 - $80,700 a year
- Full-time
- Word processing
- Office
- High school diploma or GED
- Health insurance
- Dental insurance

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Client Service Associate

Morgan Stanley -
New York, NY

Apply Now

Job Details

Part-time
$35,360 - $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:

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 $35,360 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 associate jobs in flushing, ny

Client Service Associate

Registered Client Service Associate

Client Service Associate

Corporate Client Associate

PBM Client Success Associate

Private Client Associate - Garden City, NY

Client Service Associate II

Associate, Client Services

Associate, Client Services

Client Delivery Associate

Associate, Client Strategy

Client Onboarding Associate / KYC

Senior Associate, Global Client Group

Client Services Associate

Client Experience Associate

Sr Client Service Associate

Client Investment Research Associate

Private Client Associate

Receptionist-Office Associate-Client Concierge

Registered Client Service Associate

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