Top 248 Client associate Jobs in Mississippi

Registered Client Service Associate
Morgan Stanley —Ridgeland, MS
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
CUSTOMER SERVICE ASSOCIATE
GRADE POTENTIAL, LLC —Jackson, MS
- $35,000 - $55,000 a year
- Overtime
- Remote
- 11+ years
- Financial services
- Entry level
- Paid holidays
- Health insurance
Employee Benefits Client Associate
Ross & Yerger Insurance, Inc. —Jackson, MS
- Full-time
- Microsoft Excel
- Mid-level
- Office
- Profit sharing
- Continuing education credits
Quick Apply
Automotive Customer Support Specialist (Remote)
Concentrix —Mississippi
- $15 an hour
- Urgently hiring
- Microsoft Word
- Microsoft Excel
- Research
- Paid training
- Paid holidays
Store Associate
SHOE DEPT. —Clarksdale, MS
- Merchandising
- Entry level
- Employee discount
Quick Apply
Contact Center Customer Care Associate
Cotality —Oxford, MS
- Full-time
- Hybrid work
- Research
- Microsoft Office
- High school diploma or GED
- Paid parental leave
- Paid holidays
3d
Seasonal Warehouse Associate 3 - Full Time
Sephora —Olive Branch, MS
- $18 an hour
- Overtime
- Customer service
- Basic math
- Office
- Health savings account
- Disability insurance
19h
Inside Sales & Client Support Coordinator
Pileum Corporation —Jackson, MS
- $35,000 - $40,000 a year
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Health insurance
Quick Apply
12d
Luxury Fragrance Sales Associate
Adamis Group USA —Biloxi, MS
- $23 - $25 an hour
- Part-time
- Merchandising
- US work authorization
- In-person
- Flexible schedule
Quick Apply
9d
Luxury Fragrance Sales Associate
Adamis Group USA —Ridgeland, MS
- $23 - $25 an hour
- Part-time
- Merchandising
- US work authorization
- In-person
- Flexible schedule
Quick Apply
Senior Associate, Assurance
Forvis Mazars —Jackson, MS
- Full-time
- CPA
- Mid-level
- Master's degree
Quick Apply
Luxury Fragrance Sales Associate
Adamis Group USA —Hattiesburg, MS
- $23 - $25 an hour
- Part-time
- Merchandising
- US work authorization
- In-person
- Flexible schedule
Quick Apply
9d
Associate Veterinarian - Stateline Animal Clinic
Stateline Animal Clinic —Southaven, MS
- $115,000 - $135,000 a year
- Mid-level
- Leadership
- Communication skills
- Paid parental leave
- Relocation assistance
Quick Apply
Entrepreneurial Development Associate
CPI Strategies —Jackson, MS
- $52,000 - $65,000 a year
- Full-time
- Background check
- Business Administration
- In-person
- Employee discount
- Professional development assistance
Quick Apply
11d
Eligibility Specialist - Intake
Mississippi Regional Housing Authority No VIII —Gulfport, MS
- $18 - $20 an hour
- Full-time
- Background check
- Microsoft Excel
- Customer service
- Health savings account
- Health insurance
Quick Apply
10d
Client Service Coordinator
Golden Passages Concierge Care, LLC —Jackson, MS
- $17 - $24 an hour
- Part-time
- Hybrid work
- Background check
- HIPAA
- Mid-level
- Paid training
- Professional development assistance
Quick Apply
Store Associate
SHOE SHOW —Jackson, MS
- Merchandising
- Entry level
- Employee discount
Quick Apply
Senior Associate - Client Accounts
ATA —Tupelo, MS
- $65,000 - $75,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health savings account
- AD&D insurance
Quick Apply
Front Desk Associate
Hotel 27 —Greenville, MS
- $12 an hour
- Part-time
- Hotel
- Organizational skills
- In-person
Quick Apply
Account Processing Associate
SYNTRIQ HEALTH SOLUTIONS LLC —Corinth, MS
- Microsoft Outlook
- Computer literacy
- Administrative experience
Quick Apply
11d

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Registered Client Service Associate

Morgan Stanley -
Ridgeland, MS

Apply Now

Job Details

Full-time

Qualifications

High school diploma or GED
Series 7

Full Job Description

POSITION SUMMARY:

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

Qualifications

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 associate jobs in mississippi

Registered Client Service Associate

CUSTOMER SERVICE ASSOCIATE

Employee Benefits Client Associate

Automotive Customer Support Specialist (Remote)

Store Associate

Contact Center Customer Care Associate

Seasonal Warehouse Associate 3 - Full Time

Inside Sales & Client Support Coordinator

Luxury Fragrance Sales Associate

Luxury Fragrance Sales Associate

Senior Associate, Assurance

Luxury Fragrance Sales Associate

Associate Veterinarian - Stateline Animal Clinic

Entrepreneurial Development Associate

Eligibility Specialist - Intake

Client Service Coordinator

Store Associate

Senior Associate - Client Accounts

Front Desk Associate

Account Processing Associate

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