Top 116 Wealth management client Jobs in Jacksonville, Fl

Private Wealth Management Registered Client Service Associate
Morgan Stanley —Ponte Vedra Beach, FL
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Wealth Management Client Associate
Bank of America —Ponte Vedra Beach, FL
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Trust Administrative Officer
Pech Services Inc —Jacksonville, FL
- $144,877.56 - $177,046.09 a year
- Part-time
- Hybrid work
- Bilingual
- Research
- Mid-level
- Relocation assistance
- Professional development assistance
Quick Apply
Wealth Management Analyst
Morgan Stanley —Ponte Vedra Beach, FL
- Email
- Computer literacy
- Writing skills
- Mid-level
1d
Client Advocate
SS&C Technologies —Jacksonville, FL
- Online Application
- Hybrid work
- Mid-level
- Analysis skills
- Communication skills
- Paid holidays
- Health insurance
Property Management Coordinator
Grassy Creek LLC —Jacksonville, FL
- $65,000 - $85,000 a year
- Full-time
- Hybrid work
- Hospitality
- Google Workspace
- Clean driving record
- Health insurance
- Vision insurance
Quick Apply
Transaction Management Ops Analyst
Bank of America —Jacksonville, FL
- $25.00 - $36.92 an hour
- Full-time
- Microsoft Word
- Writing skills
- Mid-level
- 401(k)
2d
Account Executive, Wealth Management
Canoe Intelligence —Jacksonville, FL
- $245,000 - $260,000 a year
- Hybrid work
- Research
- Contracts
- Senior level
- Health insurance
- Dental insurance
Client Implementation Analyst
Deutsche Bank —Jacksonville, FL
- $63,500 - $75,000 a year
- Full-time
- Hybrid work
- Spanish
- Research
- Mid-level
- Health insurance
- Work from home
13d
Retirement Planner – Retirement Benefits Group
Equitable Advisors —Jacksonville, FL
- Mid-level
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Residential Lending Specialist - Associate
Deutsche Bank —Jacksonville, FL
- $67,000 - $85,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Residential
- Health insurance
- Work from home
Wealth Management Trainee (FL)
Bankers Life —Jacksonville, FL
- $50,000 - $80,000 a year
- Full-time
- Customer service
- No experience needed
- Entry level
Quick Apply
Relationship Manager
Canoe Intelligence —Jacksonville, FL
- $100,000 - $115,000 a year
- Hybrid work
- Mid-level
- 3 years
- Financial services
- Health insurance
- Dental insurance
Financial Services Representative - Vero Beach, FL
Fidelity Investments —Ponte Vedra Beach, FL
- Full-time
- Hybrid work
- Office
- Entry level
- Paid training
14h
Wealth Management Associate
Equitable Advisors —Jacksonville, FL
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Employee Benefits Client Relationship Manager
HUB International —Jacksonville, FL
- Full-time
- HIPAA
- Mid-level
- High school diploma or GED
- Wellness program
- Health savings account
Financial Advisor Assistant
RFW Wealth Advisors —Jacksonville, FL
- $40,000 - $100,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- 401(k)
- Paid time off
Quick Apply
14d
Small Business Banker II - Jacksonville, FL
TD Bank —Jacksonville, FL
- $29.75 - $44.50 an hour
- Full-time
- Basic math
- Mid-level
- Office
- Health insurance
- Paid time off
Associate, Wealth Strategist
Northern Trust Corp. —Jacksonville, FL
- Full-time
- Research
- Office
- US work authorization
- On-the-job training
Premium Elite Relationship Manager
Bank of America —Jacksonville, FL
- $75,000 - $90,000 a year
- Full-time
- Background check
- Office
- 3 years

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Private Wealth Management Registered Client Service Associate

Morgan Stanley -
Ponte Vedra Beach, FL

Apply Now

Job Details

Full-time

Qualifications

Website maintenance
Managing customer accounts
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
Series 66
Mid-level
High school diploma or GED
Managing clients in a customer support role
Series 7
Digitization
Documentation tools
Expense reports
Managing clients in a finance role
Task prioritization
Bonds

Full Job Description

Registered Client Service Associate

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

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

wealth management client jobs in jacksonville, fl

Private Wealth Management Registered Client Service Associate

Wealth Management Client Associate

Trust Administrative Officer

Wealth Management Analyst

Client Advocate

Property Management Coordinator

Transaction Management Ops Analyst

Account Executive, Wealth Management

Client Implementation Analyst

Retirement Planner – Retirement Benefits Group

Residential Lending Specialist - Associate

Wealth Management Trainee (FL)

Relationship Manager

Financial Services Representative - Vero Beach, FL

Wealth Management Associate

Employee Benefits Client Relationship Manager

Financial Advisor Assistant

Small Business Banker II - Jacksonville, FL

Associate, Wealth Strategist

Premium Elite Relationship Manager

I want to receive the latest job alert for wealth management client in jacksonville, fl

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