Top 30 Client services associate Jobs in Jacksonville Beach Fl

Private Wealth Management Registered Client Service Associate
Morgan Stanley —Ponte Vedra Beach, FL
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
9d
Registered Client Service Associate
Morgan Stanley —Ponte Vedra Beach, FL
- Full-time
- Writing skills
- Mid-level
- Office
Client Experience Associate
PNC Financial Services Group —Ponte Vedra Beach, FL
- Full-time
- Office
- No degree
- In-person
- Wellness program
- Health savings account
1d
Registered Client Service Associate
Ameriprise Financial —Ponte Vedra Beach, FL
- Full-time
- Research
- Mid-level
- Office
Client Care Specialist
Tides Edge Recovery —Jacksonville Beach, FL
- $37,000 - $40,000 a year
- Weekends as needed
- Background check
- CPR Certification
- Patient monitoring
- Health insurance
- Dental insurance
Quick Apply
2d
Wealth Management Client Associate
Bank of America —Ponte Vedra Beach, FL
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
10d
Associate, Client Due Diligence Quality Checker
Cantor Fitzgerald —Jacksonville, FL
- Full-time
- Mid-level
Client Service Associate
Wealth Management Opportunties —Jacksonville, FL
- $45,000 - $70,000 a year
- Full-time
- Microsoft Excel
- Office
- Windows
- Paid holidays
- Health insurance
Quick Apply
Client Experience Associate
JWB Real Estate Capital —Jacksonville, FL
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Paid training
- Health insurance
Quick Apply
7d
Client Success Coordinator/Administrative Assistant
Ennis, Pellum & Assoc, CPAs —Jacksonville, FL
- Overtime
- Microsoft Excel
- Microsoft Outlook
- Mid-level
Quick Apply
3d
Senior Registered Client Service Associate (Jacksonville, FL)
Raymond James Financial, Inc. —Jacksonville, FL
- Full-time
- Writing skills
- Mid-level
- Office
- Paid holidays
- Health insurance
8d
Client Service Representative
VCA Animal Hospitals —Jacksonville, FL
- $15 - $20 an hour
- Weekends as needed
- High school diploma or GED
- In-person
- 1 year
- Health insurance
- Dental insurance
Quick Apply
Associate Client Service Manager (Senior Living)
Gallagher —Jacksonville, FL
- $47,000 - $70,500 a year
- Full-time
- Remote
- Mid-level
- High school diploma or GED
- Bachelor's degree
- Paid parental leave
- Health savings account
Supervisor, Client GL
FirstService Residential —Jacksonville Beach, FL
- Full-time
- Remote
- Microsoft Outlook
- CPA
- 5 years
- Paid holidays
- Health insurance
Quick Apply
23h
Client Coordinator
Elase Nationwide —Ponte Vedra Beach, FL
- Part-time
- Mid-level
- High school diploma or GED
- Travel
- Paid time off
- 401(k) matching
Quick Apply
Client Direct Auto Loan Officer - Jacksonville, FL
Bank of America —Jacksonville, FL
- Full-time
- Computer literacy
- Writing skills
- Mid-level
Senior Registered Client Associate- Jacksonville, FL
Raymond James Financial, Inc. —Jacksonville, FL
- Full-time
- High school
- Writing skills
- Mid-level
- Paid holidays
- Health insurance
Client Experience Specialist
HRDelivered —Jacksonville, FL
- $60,000 - $70,000 a year
- Microsoft Outlook
- Computer literacy
- Mid-level
Quick Apply
Client Service Associate
Harden —Jacksonville, FL
- Office
- Entry level
- Office experience
Quick Apply
Client Relationship Specialist
Brightway Insurance —Jacksonville, FL
- Full-time
- Mid-level
- In-person
- 2 years
- Paid parental leave
- Health savings account

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Private Wealth Management Registered Client Service Associate

Morgan Stanley -
Ponte Vedra Beach, FL

Apply Now

Job Details

Full-time
9 days ago

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

client services associate jobs in jacksonville beach fl

Private Wealth Management Registered Client Service Associate

Registered Client Service Associate

Client Experience Associate

Registered Client Service Associate

Client Care Specialist

Wealth Management Client Associate

Associate, Client Due Diligence Quality Checker

Client Service Associate

Client Experience Associate

Client Success Coordinator/Administrative Assistant

Senior Registered Client Service Associate (Jacksonville, FL)

Client Service Representative

Associate Client Service Manager (Senior Living)

Supervisor, Client GL

Client Coordinator

Client Direct Auto Loan Officer - Jacksonville, FL

Senior Registered Client Associate- Jacksonville, FL

Client Experience Specialist

Client Service Associate

Client Relationship Specialist

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