Top 752 Part time client service associate Jobs in Fort Worth, Tx

Part-Time Client Service Associate
Morgan Stanley —Fort Worth, TX
- Part-time
- Writing skills
- Office
- High school diploma or GED
5d
Clinical Service Desk Helpdesk (EMR Systems Support) Associate - Remote Role
NTT DATA —Fort Worth, TX
- $25 an hour
- Weekends as needed
- Remote
- Writing skills
- English
- High school diploma or GED
Quick Apply
3d
Clinic Admissions Associate
Action Behavior Centers —Fort Worth, TX
- $40,000 - $45,000 a year
- Administrative experience
- Clinic
- Children
- Paid holidays
- Loan repayment program
Quick Apply
Operations Administrator
TrueBlue Internal —Fort Worth, TX
- $18.50 - $22.79 an hour
- Part-time
- Microsoft Excel
- Microsoft Outlook
- Office
- Disability insurance
- Health insurance
Litigation Associate
Litchfield Cavo LLP —Fort Worth, TX
- Full-time
- Hybrid work
- Microsoft Outlook
- Mid-level
- Analysis skills
- Health savings account
- Health insurance
Quick Apply
Tax Associate
The CJ Group —Fort Worth, TX
- From $62,500 a year
- Full-time
- Writing skills
- Research
- Mid-level
- Continuing education credits
- Mileage reimbursement
Quick Apply
Senior Tax Accountant to Tax Manager
Wealth & Tax Architects —Hurst, TX
- $105,000 - $120,000 a year
- Full-time
- CPA
- Research
- Office
- Health insurance
- Paid time off
Quick Apply
Tax Support Associate – Retail
Intuit —Fort Worth, TX
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
10d
Part-Time In-Person Therapist (LPC Associate or LPC)
Kenyatta Black Counseling —Arlington, TX
- $35 - $45 an hour
- Part-time
- Private practice
- LPC
- Office
- Flexible schedule
Quick Apply
Associate Technical Service Coordinator
Eaglerise Renewable Energy (USA) INC —Fort Worth, TX
- $54,000 - $75,000 a year
- Full-time
- Hybrid work
- Background check
- English
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Tax Associate – TurboTax Store
Intuit —Fort Worth, TX
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
10d
Tax Associate – In-Store
Intuit —Fort Worth, TX
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
10d
Tax Support Associate – Retail
Intuit —Keller, TX
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
10d
Tax Support Associate – Retail
Intuit —Grapevine, TX
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
10d
Tax Support Associate – Retail
Intuit —Southlake, TX
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
10d
Wealth Management Associate – Retirement Benefits Group
Equitable Advisors —Fort Worth, TX
- $24,000 - $125,000 a year
- Choose your own hours
- Office
- Bachelor's degree
- US work authorization
- Health savings account
- Employee stock purchase plan
Quick Apply
Tax Associate – TurboTax Store
Intuit —Southlake, TX
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
10d
Tax Associate – In-Store
Intuit —Keller, TX
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
10d
Tax Associate – In-Store
Intuit —Grapevine, TX
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
10d
Tax Associate – TurboTax Store
Intuit —Grapevine, TX
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
10d

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Part-Time Client Service Associate

Morgan Stanley -
Fort Worth, TX

Apply Now

Job Details

Part-time
5 days ago

Qualifications

Opening bank accounts
Customer communication
Investment advisory support
Financial services customer support
Customer relationship building
Business travel arrangements
Account maintenance
Writing skills
Bank transfers
Promoting bank products
Filing
Money transfers
Client file management
Account development
Online marketing
High school diploma or GED
Managing clients in a customer support role
Social media platforms
Managing financial planning clients
Expense reports
Task prioritization
Calendar management
Client services
Investment account customer support
Developing strategic business plans
Organizational skills
Assisting with digital banking services
Corporate event planning
Productivity software
Handling account queries

Full Job Description

Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients.

DUTIES and RESPONSIBILITIES:

CLIENT SUPPORT

Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current
Identify and assist with Firm services and solutions that support clients’ needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile
Confirm authorization and authenticate client when processing requests
Onboard and maintain client accounts, including collecting client information and require documentation, processing money movement transactions as an example
Review and take appropriate action on client account alerts

OTHER

Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model
Support the team’s marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
Actively engage in available training and education programs – including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls
Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance
Proactively participate in firm initiatives directed by local management
Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors

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

Strong computer skills and knowledge of Microsoft Office products
Exceptional writing, interpersonal and client service skills
Detail orientated with superior organizational skills and ability to prioritize tasks
Team player with the ability to collaborate with others
Ability to work in a fast-paced, evolving environment
Goal oriented, self-motivated and results driven

Reports to:

Business Service Manager

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

part time client service associate jobs in fort worth, tx

Part-Time Client Service Associate

Clinical Service Desk Helpdesk (EMR Systems Support) Associate - Remote Role

Clinic Admissions Associate

Operations Administrator

Litigation Associate

Tax Associate

Senior Tax Accountant to Tax Manager

Tax Support Associate – Retail

Part-Time In-Person Therapist (LPC Associate or LPC)

Associate Technical Service Coordinator

Tax Associate – TurboTax Store

Tax Associate – In-Store

Tax Support Associate – Retail

Tax Support Associate – Retail

Tax Support Associate – Retail

Wealth Management Associate – Retirement Benefits Group

Tax Associate – TurboTax Store

Tax Associate – In-Store

Tax Associate – In-Store

Tax Associate – TurboTax Store

I want to receive the latest job alert for part time client service associate in fort worth, tx

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