Top 97 Client associate Jobs in Hagerstown, Md

Registered Client Service Associate
Morgan Stanley —Hagerstown, MD
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Store Associate
SHOE DEPT. ENCORE —Hagerstown, MD
- From $15 an hour
- Merchandising
- Entry level
- Employee discount
Quick Apply
Client Support Associate
Village Caregiving - Martinsburg, WV —Martinsburg, WV
- $14 - $16 an hour
- Full-time
- No experience needed
- Home Health
- Communication skills
- Paid training
- Health insurance
Quick Apply
Sales Associate
Chico's —Hagerstown, MD
- $15.00 - $18.75 an hour
- 8 hour shift
- 18 years or older
- High school diploma or GED
- Ability to lift 50 pounds
- Employee assistance program
- Employee discount
Sales Associate
Soma —Hagerstown, MD
- $15.00 - $18.75 an hour
- 8 hour shift
- 18 years or older
- High school diploma or GED
- Ability to lift 50 pounds
- Employee assistance program
- Employee discount
Client Service Associate
Waverly Advisors, LLC —Frederick, MD
- $55,000 - $90,000 a year
- 5 years
- Mid-level
- Office
- Paid holidays
- Health insurance
Quick Apply
Seasonal Stockroom Operations Associate
KOHLS —Hagerstown, MD
- $15.00 - $21.65 an hour
- Weekends as needed
- Writing skills
- 16+ years old
- Communication skills
- Disability insurance
- Dental insurance
1d
Associate Veterinarian - Ark Animal Clinic
Veterinary Innovative Partners —Hedgesville, WV
- $100,000 - $150,000 a year
- Full-time
- Mid-level
- Surgery
- In-person
- Continuing education credits
- Health insurance
Direct Sales Associate
Trinity Solar —Chambersburg, PA
- $100,000 - $250,000 a year
- No experience needed
- Driver's License
- Reliable transportation
- Paid training
- Health insurance
Quick Apply
Sales Associate - Fitzgerald Auto Mall of Frederick TOP PERFORMERS EARN $100k+
Fitzgerald Auto Mall of Frederick —Frederick, MD
- $35,100 - $100,000 a year
- Urgently hiring
- 18 years or older
- Dealership
- Driver's License
- Health insurance
- Dental insurance
Quick Apply
Bilingual Store Associate (Spanish)
Sherwin-Williams —Hagerstown, MD
- $16.25 an hour
- Part-time
- 18 years or older
- Merchandising
- High school diploma or GED
- Health insurance
- Military leave
2d
Retail Scan Associate (Frederick, MD 21702)
ScanScape —Frederick, MD
- $16 an hour
- Part-time
- 18 years or older
- High school diploma or GED
- Driver's License
- Travel reimbursement
- 401(k) matching
Quick Apply
18h
Production Associate
Aerotek —Rocky Ridge, MD
- $22.50 an hour
- Temporary
- Assembly
- Ability to lift 50 pounds
- Fair chance
- Commuter assistance
- Health savings account
Quick Apply
11h
Hotel Front Desk Associate
Country Inns & Suites —Hagerstown, MD
- $15.00 - $15.25 an hour
- Full-time
- Hotel
- US work authorization
- Organizational skills
Quick Apply
Inventory Associate
Quantum Services —Hagerstown, MD
- $19 - $21 an hour
- Full-time
- Clean driving record
- Merchandising
- Analysis skills
- Travel reimbursement
- Paid training
Quick Apply
1d
Tax Associate
H&R Block —Hagerstown, MD
- $14.45 - $18.00 an hour
- Weekends as needed
- Office
- Finance
- High school diploma or GED
- Health insurance
- Employee assistance program
4d
Receptionist
Law Office of Lena A Clark LLC —Frederick, MD
- $20 - $24 an hour
- Full-time
- Mid-level
- Computer skills
- Financial services
- Paid holidays
- Health insurance
Quick Apply
Sr Research and Disputes Associate – Chargebacks
Fiserv —Hagerstown, MD
- $35,000 - $42,500 a year
- Full-time
- Research
- Mid-level
- 2 years
11d
Branch Service Manager/Client Associate
Royal Bank of Canada —Frederick, MD
- $55,000 - $88,000 a year
- Full-time
- Sales
- Mid-level
- Office
- Disability insurance
- Health insurance
Part Time Store Cleaning & Operations Associate
KOHLS —Hagerstown, MD
- $16.45 - $21.40 an hour
- Part-time
- 18 years or older
- Writing skills
- Computer skills
- Disability insurance
- Dental insurance

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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 associate jobs in hagerstown, md

Registered Client Service Associate

Store Associate

Client Support Associate

Sales Associate

Sales Associate

Client Service Associate

Seasonal Stockroom Operations Associate

Associate Veterinarian - Ark Animal Clinic

Direct Sales Associate

Sales Associate - Fitzgerald Auto Mall of Frederick TOP PERFORMERS EARN $100k+

Bilingual Store Associate (Spanish)

Retail Scan Associate (Frederick, MD 21702)

Production Associate

Hotel Front Desk Associate

Inventory Associate

Tax Associate

Receptionist

Sr Research and Disputes Associate – Chargebacks

Branch Service Manager/Client Associate

Part Time Store Cleaning & Operations Associate

I want to receive the latest job alert for client associate in hagerstown, md

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