Top 1612 Client advisor Jobs in Middleton Ma

Client Relationship Analyst
Morgan Stanley —Middleton, MA
- $15.00 - $40.87 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Client Services Representative
Trane Technologies —Wilmington, MA
- $66,056.66 - $96,039.99 a year
- Full-time
- Pass drug screening
- Mid-level
- Office
- Paid holidays
- Health insurance
Client Service Associate
Morgan Stanley —Middleton, MA
- $15.00 - $40.87 an hour
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Digital Travel Advisor
AAA Northeast —North Andover, MA
- $20.75 - $23.50 an hour
- Full-time
- Remote
- Mid-level
- High school diploma or GED
Quick Apply
Associate Director of Career Champions Network, CENTER FOR CAREER DEVELOPMENT
Boston University —Boston, MA
- Weekends as needed
- Hybrid work
- Doctoral degree
- 5 years
- University
Join Our Elite Real Estate Team | Full-Time Agents
The Lucci Witte Team - William Raveis Real Estate —Andover, MA
- $80,000 - $350,000 a year
- Full-time
- Hybrid work
- Real Estate License
- Driver's License
- Entry level
- Professional development assistance
Quick Apply
Client Services Administrator (Wealth Management)
Precision Private Wealth —Wellesley Hills, MA
- $32 - $35 an hour
- Part-time
- Hybrid work
- Mid-level
- Bachelor's degree
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
Personal Lines Account Manager
Moran & Associates Insurance Staffing —Peabody, MA
- $60,000 - $80,000 a year
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Senior Project Manager – Licensed Site Professional (LSP)
Pinchin LLC —North Andover, MA
- 7 years
- Management
- Master's degree
- Health savings account
- Flexible spending account
Quick Apply
Financial Advisor - Greater Boston, MA
Thrivent —Boston, MA
- Up to $150,000 a year
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Virtual Financial Advisor - Boston, MA
Thrivent —Boston, MA
- $25.96 - $28.85 an hour
- Full-time
- Background check
- Bachelor's degree
- Military encouraged
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor - Career Changers Encouraged to Apply
Northwestern Mutual —Boston, MA
- $52,000 - $148,000 a year
- Full-time
- Sales
- Mid-level
- Office
- Paid training
- Health insurance
Quick Apply
8d
PERSONAL TRAINER FOR MORNING AND EVENING CLIENTS AVAILABLE
Flash Fitness-MA —Beverly, MA
- $50,000 - $60,000 a year
- Urgently hiring
- CPR Certification
- Customer service
- Communication skills
- Flexible schedule
Quick Apply
IT Solutions Engineer for MSP
Veritas IT Solutions —Needham Heights, MA
- $60,000 - $80,000 a year
- Full-time
- Customer service
- Windows
- Mentoring
- Health insurance
- Dental insurance
Quick Apply
Account Manager
The Narrow Lane Company —Groveland, MA
- $55,000 - $75,000 a year
- Full-time
- Sales
- Customer service
- Mid-level
- 401(k)
- Paid time off
Quick Apply
Senior Project Manager
Hintel USA —Medford, MA
- $190,000 - $250,000 a year
- Full-time
- Background check
- 7 years
- Microsoft Excel
- Paid holidays
- Disability insurance
Quick Apply
4d
Senior Environmental Manager
The LiRo Group —Newton, MA
- $140,000 - $200,000 a year
- Urgently hiring
- Bachelor's degree
- US work authorization
- Senior level
Manager, People Strategy
Dana-Farber Cancer Institute —Brookline, MA
- $134,300 - $148,300 a year
- Full-time
- 5 years
- Analysis skills
- Bachelor's degree
10d
Financial Advisor
The Bulfinch Group —Needham, MA
- $36,000 - $150,000 a year
- Full-time
- Background check
- Office
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Contract to hire Employee Relations Consultant
Willmott & Associates, Inc. —Boston, MA
- $47.50 - $60.00 an hour
- Contract
- Hybrid work
- 5 years
- Writing skills
- Mid-level
- Opportunities for advancement
Quick Apply

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Client Relationship Analyst

Morgan Stanley -
Middleton, MA

Apply Now

Job Details

Full-time
$15.00 - $40.87 an hour

Qualifications

Research

Full Job Description

POSITION SUMMARY

Client Relationship Analysts 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)
Assist FAs/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings,

performance reporting, etc. and preparing materials for client meetings using firm approved systems

Assist with data entry for key client needs such as new account opening and financial planning at the direction of the FAs/PWAs/teams
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

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

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 $15 and $40.87 per hour 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, and other Morgan Stanley sponsored benefit programs.

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 advisor jobs in middleton ma

Client Relationship Analyst

Client Services Representative

Client Service Associate

Digital Travel Advisor

Associate Director of Career Champions Network, CENTER FOR CAREER DEVELOPMENT

Join Our Elite Real Estate Team | Full-Time Agents

Client Services Administrator (Wealth Management)

Personal Lines Account Manager

Senior Project Manager – Licensed Site Professional (LSP)

Financial Advisor - Greater Boston, MA

Virtual Financial Advisor - Boston, MA

Financial Advisor - Career Changers Encouraged to Apply

PERSONAL TRAINER FOR MORNING AND EVENING CLIENTS AVAILABLE

IT Solutions Engineer for MSP

Account Manager

Senior Project Manager

Senior Environmental Manager

Manager, People Strategy

Financial Advisor

Contract to hire Employee Relations Consultant

I want to receive the latest job alert for client advisor in middleton ma

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