Top 62 Client services associate Jobs in Laguna Niguel, Ca

Registered Client Service Associate
Morgan Stanley —Laguna Niguel, CA
- $34,320 - $90,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
California Based Federal & State Grant Writer – Municipal Clients (1–3 Years Experience)
Blais & Associates —California
- From $25 an hour
- Part-time
- Remote
- Microsoft Excel
- Microsoft Outlook
- Research
- 401(k)
- 401(k) matching
Quick Apply
Sales & Customer Service Associate
Progressive Realty Partners —Irvine, CA
- From $22 an hour
- 8 hour shift
- Spanish
- Writing skills
- English
- Health insurance
- Dental insurance
Quick Apply
Client Service Associate II
Chamberlain Group —Irvine, CA
- $70,000 - $90,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- 5 years
- Bachelor of Science
- Profit sharing
- Paid holidays
Quick Apply
Client Service Associate
Beacon Pointe Advisors LLC —Newport Beach, CA
- $60,000 - $65,000 a year
- Office
- Finance
- Analysis skills
Client Service Associate
Stifel —Newport Beach, CA
- $55,300 - $74,000 a year
- Full-time
- Microsoft Outlook
- Office
- High school diploma or GED
- Health insurance
- Dental insurance
Client Success Associate
EBizCharge —Irvine, CA
- Full-time
- Microsoft Outlook
- Office
- Communication skills
- Paid holidays
- Health insurance
Registered Client Service Associate
Stifel —Irvine, CA
- $55,000 - $73,000 a year
- Full-time
- Microsoft Outlook
- Office
- High school diploma or GED
- Health insurance
- Dental insurance
Analyst Client Solutions
PIMCO —Newport Beach, CA
- $90,000 - $100,000 a year
- Online Application
- Writing skills
- English
- Office
Client Services Associate - Santa Ana, CA (Onsite)
Collectors —Santa Ana, CA
- $22 an hour
- Email
- Computer literacy
- Office
- Driver's License
- Commuter assistance
- Paid holidays
Client Operations Associate
EBizCharge —Irvine, CA
- $0 a year
- Full-time
- Microsoft Outlook
- Bachelor's degree
- Communication skills
- Paid holidays
- Health insurance
Client Success Support Specialist
MVML INC —Irvine, CA
- $22 - $26 an hour
- Full-time
- Administrative experience
- High school diploma or GED
- 1 year
Quick Apply
5d
Client Service Associate (Newport Beach, CA)
Oppenheimer & Co. Inc. —Newport Beach, CA
- $50,000 - $60,000 a year
- Full-time
- Organizational skills
- 1 year
- Entry level
Quick Apply
Registered Wealth Management Client Associate
Bank of America —Newport Beach, CA
- $25 - $45 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Client Onboarding Implementation Manager Senior Associate
JPMorganChase —Irvine, CA
- $75,050 - $107,000 a year
- Full-time
- Mid-level
- 3 years
- Team management
- Health insurance
- Tuition reimbursement
Client Services - Client Services Specialist (California Region)
Veritext —Costa Mesa, CA
- $23.02 - $30.00 an hour
- Full-time
- Hybrid work
- Mid-level
- Microsoft Office
- 3 years
- Paid holidays
- Disability insurance
Quick Apply
11d
Sales Representative (Sales, Customer Service)
Freeway Insurance Services America, LLC —Laguna Hills, CA
- $31 - $72 an hour
- Urgently hiring
- Spanish
- English
- High school diploma or GED
- Paid training
- Health insurance
Quick Apply
Client Account Associate
Eclipse California —Irvine, CA
- $50,000 - $64,000 a year
- Full-time
- Background check
- Travel
- In-person
- 401(k)
Quick Apply
3d
Trust Operation Specialist - Client Service
Columbia Banking System —Irvine, CA
- $24.87 - $27.25 an hour
- Full-time
- Research
- Mid-level
- Microsoft Office
- Disability insurance
- Health insurance
12d
Client Manager
Gallagher Benefit Services —Irvine, CA
- $63,000 - $123,000 a year
- Mid-level
- 3 years
- High school diploma or GED
11d

I want to receive the latest job alert for client services associate in laguna niguel, ca

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

client services associate jobs near laguna niguel, ca

Registered Client Associate jobs in Newport Beach, CA

Grant Writer jobs in Orange County, CA

Client Services Specialist jobs in Irvine, CA

Registered Client Associate jobs in Irvine, CA

Customer Service Representative jobs in Irvine, CA

Senior Customer Service Representative jobs in Irvine, CA

Client Services Associate jobs in Newport Beach, CA

Client Associate jobs in Irvine, CA

Client Manager jobs in Irvine, CA

Registered Client Associate jobs in Nashville, TN

Client Relations jobs in Remote

Registered Client Associate jobs in Dallas, TX

Rn Registered Nurse jobs in Elmhurst, NY

Registered Client Associate jobs in Phoenix, AZ

Client Services Coordinator jobs in Remote

Registered Client Associate jobs in Naperville, IL

Medical Records Specialist Remote jobs in Baltimore, MD

Operation Specialist jobs in Brea, CA

Operation Specialist jobs in Milwaukee, WI

Operation Specialist jobs in Redstone Arsenal, AL

Registered Client Service Associate

Morgan Stanley -
Laguna Niguel, CA

Apply Now

Job Details

Full-time
$34,320 - $90,000 a year

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
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
Client services

Full Job Description

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.

Expected base pay rates for the role will be between $34,320.00 and $90,000.00 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.

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 laguna niguel, ca

Registered Client Service Associate

California Based Federal & State Grant Writer – Municipal Clients (1–3 Years Experience)

Sales & Customer Service Associate

Client Service Associate II

Client Service Associate

Client Service Associate

Client Success Associate

Registered Client Service Associate

Analyst Client Solutions

Client Services Associate - Santa Ana, CA (Onsite)

Client Operations Associate

Client Success Support Specialist

Client Service Associate (Newport Beach, CA)

Registered Wealth Management Client Associate

Client Onboarding Implementation Manager Senior Associate

Client Services - Client Services Specialist (California Region)

Sales Representative (Sales, Customer Service)

Client Account Associate

Trust Operation Specialist - Client Service

Client Manager

I want to receive the latest job alert for client services associate in laguna niguel, ca

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected