Top 62 Client services associate Jobs in Milpitas Ca

Client Service Associate
Morgan Stanley —San Jose, 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 Associate | Fine Jewelry & Luxury Client Experience
Vardy's —Cupertino, CA
- $30 - $35 an hour
- Full-time
- Background check
- Customer service
- Merchandising
- Health insurance
- 401(k)
Quick Apply
6d
Kindergarten Tutor Part Time (Reading and Writing) in Client's Home $21/Hour
Club Z! Tutoring —Cupertino, CA
- $21 an hour
- Part-time
- Background check
- Computer literacy
- Teaching Certification
Quick Apply
6d
Sales & Customer Service Manager / Assistant Manager- (Fremont)
Calphin Swim Academy —Fremont, CA
- Up to $66,500 a year
- Weekends as needed
- In person
- Management
- Sales
- Customer service
- Health insurance
- 401(k)
Quick Apply
3d
Insurance Agent (Sales, Customer Service)
Freeway Insurance Services America, LLC —San Leandro, CA
- $60,000 - $160,000 a year
- Urgently hiring
- Spanish
- English
- Mid-level
- Paid training
- Health insurance
Quick Apply
4d
Client Engagement Senior Associate, Tax Operations
Crowe —San Jose, CA
- $21.75 - $44.50 an hour
- Full-time
- Hybrid work
- 5 years
- Continuous improvement
- US work authorization
Quick Apply
7d
Microsoft Dynamics 365 Business Applications - Client-Facing Senior Technical Architect
Crowe —San Jose, CA
- $142,900 - $301,300 a year
- Full-time
- DevOps
- Bachelor's degree
- Mentoring
Quick Apply
Client Support Specialist
One Workplace —Santa Clara, CA
- $64,000 - $68,000 a year
- Research
- Office
- Trade school
- Profit sharing
- Paid parental leave
Client Service Associate
Beacon Pointe Advisors LLC —San Jose, CA
- $60,000 - $70,000 a year
- Office
- Analysis skills
- 2 years
Client Services Associate (Mailroom & Office)
SPS-North America —Sunnyvale, CA
- $24.95 - $27.65 an hour
- Overtime
- Ability to walk for extended periods
- Mid-level
- Office
- Health savings account
- Disability insurance
Quick Apply
2h
Registered Client Service Associate
Morgan Stanley —San Jose, CA
- $34,320 - $90,000 a year
- Full-time
- Writing skills
- Mid-level
- Office
Client Services Associate-Shipping and Receiving
SPS-North America —Mountain View, CA
- $23 an hour
- Office
- High school diploma or GED
- Analysis skills
- Health savings account
- Disability insurance
Quick Apply
6d
Client Service Representative
VCA Animal Hospitals —Santa Clara, CA
- Part-time
- High school diploma or GED
- 1 year
- Communication skills
- Health insurance
- Dental insurance
Client Advisor - Valley Fair
Christian Dior Couture —San Jose, CA
- Weekends as needed
- Merchandising
- Mid-level
- Organizational skills
Client Experience Specialist II
One Workplace —Santa Clara, CA
- $64,000 - $68,000 a year
- Research
- Office
- Trade school
- Profit sharing
- Paid parental leave
Client Service Associate
Morgan Stanley —Menlo Park, CA
- $34,320 - $90,000 a year
- Writing skills
- Mid-level
- Office
Client Service Associate (San Jose, CA)
Raymond James Financial, Inc. —San Jose, CA
- $45,000 - $70,000 a year
- Full-time
- High school
- Writing skills
- Research
- Paid holidays
- Health insurance
Event Coordination Maintenance Associate - Life Sciences Client Site
CBRE —Santa Clara, CA
- $55,000 - $65,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Inventory management
- Health insurance
- Dental insurance
Registered Client Service Associate
Morgan Stanley —Pleasanton, CA
- $75,000 - $110,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills

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Client Service Associate

Morgan Stanley -
San Jose, CA

Apply Now

Job Details

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

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

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.

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, 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 services associate jobs in milpitas ca

Client Service Associate

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

Sales Associate | Fine Jewelry & Luxury Client Experience

Kindergarten Tutor Part Time (Reading and Writing) in Client's Home $21/Hour

Sales & Customer Service Manager / Assistant Manager- (Fremont)

Insurance Agent (Sales, Customer Service)

Client Engagement Senior Associate, Tax Operations

Microsoft Dynamics 365 Business Applications - Client-Facing Senior Technical Architect

Client Support Specialist

Client Service Associate

Client Services Associate (Mailroom & Office)

Registered Client Service Associate

Client Services Associate-Shipping and Receiving

Client Service Representative

Client Advisor - Valley Fair

Client Experience Specialist II

Client Service Associate

Client Service Associate (San Jose, CA)

Event Coordination Maintenance Associate - Life Sciences Client Site

Registered Client Service Associate

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