Top 446 Associate project Jobs in Madison, Al

Client Service Associate
Morgan Stanley —Huntsville, AL
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Customer Experience Analyst
Summit 7 Systems —Huntsville, AL
- $50,000 - $60,000 a year
- Full-time
- Remote
- Computer Science
- Office
- Windows
- Dental insurance
- 401(k) matching
Quick Apply
10d
Executive Assistant
APPLIED AEROSPACE STRUCTURES CORP. —Huntsville, AL
- $65,000 - $85,000 a year
- Full-time
- Microsoft Outlook
- Office
- Residential
Quick Apply
ProSales Associate (Early Career Sales Program)
Herc Rentals —Madison, AL
- $26.50 - $28.00 an hour
- Full-time
- Driver's License
- Travel
- Associate's degree
- Paid parental leave
- Health savings account
3d
Reliability Test Technician
First Solar —Trinity, AL
- $23.37 - $32.69 an hour
- Weekends as needed
- Background check
- Mid-level
- Forklift
Quick Apply
CAD Drafter
Jesse Stutts Inc —Huntsville, AL
- $26.87 - $32.36 an hour
- Full-time
- Engineering
- Mid-level
- High school diploma or GED
- Health insurance
- Dental insurance
Quick Apply
7d
Private Equity Associate - AI Trainer
DataAnnotation —Huntsville, AL
- $50 - $100 an hour
- Part-time
- Remote
- English
- Mid-level
- Master's degree
Quick Apply
Forklift Operator
Elwood Staffing —Huntsville, AL
- $16.00 - $17.50 an hour
- Online Application
- In person
- Background check
- Pass drug screening
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
4h
Business Development Representative
Columbia Southern University —Huntsville, AL
- Extended hours
- Remote
- Microsoft Excel
- Microsoft Outlook
- Marketing
Quick Apply
2d
Operations Supervisor - Transportation-$2500 Sign on Bonus (Supply Chain/Logistics)
Penske Truck Leasing and Logistics —Madison, AL
- Microsoft Excel
- Microsoft Outlook
- Pass drug screening
14d
Commercial Dock & Door Technician
Carolina Handling LLC —Huntsville, AL
- Overtime
- Clean driving record
- Schematics
- Mid-level
- Profit sharing
- Paid training
Quick Apply
14d
Staff Engineer, Maintenance and Reliability
Kohler —Huntsville, AL
- $103,900 - $160,000 a year
- 5 years
- Analysis skills
- US work authorization
- Benefits from day one
2nd shift Production Associate
DaikyoNishikawa USA, Inc. —Madison, AL
- Full-time
- High school diploma or GED
- Manufacturing
- Ability to stand for extended periods
Quick Apply
Retail Customer Service Associate
FedEx Office —Huntsville, AL
- Full-time
- High school diploma or GED
- Project management
- Cleaning
1d
Project Coordinator
Barrios Technology —Huntsville, AL
- Microsoft Excel
- Pass drug screening
- Research
Task Associate
Ulta Beauty, Inc. —Madison, AL
- Part-time
- Merchandising
- High school diploma or GED
- Fair chance
Clinical Data Associate
Discovery Life Sciences LLC —Huntsville, AL
- Bachelor's degree
- Entry level
- Paid parental leave
- Disability insurance
Quick Apply
1d
Office Administrator
Building & Earth Sciences, Inc. —Huntsville, AL
- Part-time
- Office
- Administrative experience
- Travel
8d
Field Services Coordinator
The Nuclear Company —Decatur, AL
- $59,000 - $67,000 a year
- Remote
- Mid-level
- Finance
- Administrative experience
- Health insurance
- Dental insurance
9d
Construction Project Coordinator (Job number: 1457)
Johnson Controls —Huntsville, AL
- $24 - $34 an hour
- Full-time
- Mid-level
- Windows
- High school diploma or GED
- Benefits from day one
- Opportunities for advancement

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Client Service Associate

Morgan Stanley -
Huntsville, AL

Apply Now

Job Details

Full-time

Qualifications

Website maintenance
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
High school diploma or GED
Managing clients in a customer support role
Digitization
Documentation tools
Expense reports
Managing clients in a finance role
Task prioritization
Client services
Investment account customer support
Organizational skills
Assisting with digital banking services
Handling account queries
Phone call management

Full Job Description

POSITION SUMMARY

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
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 a clerical capacity at the direction of the client and/or FA/PWA
Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
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 (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
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

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 multi-task
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

associate project jobs in madison, al

Client Service Associate

Customer Experience Analyst

Executive Assistant

ProSales Associate (Early Career Sales Program)

Reliability Test Technician

CAD Drafter

Private Equity Associate - AI Trainer

Forklift Operator

Business Development Representative

Operations Supervisor - Transportation-$2500 Sign on Bonus (Supply Chain/Logistics)

Commercial Dock & Door Technician

Staff Engineer, Maintenance and Reliability

2nd shift Production Associate

Retail Customer Service Associate

Project Coordinator

Task Associate

Clinical Data Associate

Office Administrator

Field Services Coordinator

Construction Project Coordinator (Job number: 1457)

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