Top 65 Client services associate Jobs in Mount Laurel Nj

Registered Client Service Associate
Morgan Stanley —Mt. Laurel Township, NJ
- $33,113 - $90,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Health savings account
- Paid holidays
Client Service Associate
Morgan Stanley —Mt. Laurel Township, NJ
- $32,900 - $90,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Health savings account
- Paid holidays
Client Service Associate
Peak Wealth Partners —Mount Laurel, NJ
- $40,000 - $50,000 a year
- Full-time
- Background check
- Customer service
- Office
- Health insurance
- Dental insurance
Quick Apply
4d
Client Associate
Gallagher Benefit Services —Mount Laurel, NJ
- $37,500 - $73,000 a year
- Full-time
- Basic math
- Office
- High school diploma or GED
- Paid parental leave
- Health savings account
Client Success Associate - Remote
Care Options for Kids —Bensalem, PA
- $23 - $25 an hour
- Remote
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Health insurance
- Dental insurance
Quick Apply
12d
Registered Client Services Associate - Brokerage
Fulton Bank —Mount Laurel, NJ
- $24.81 - $41.35 an hour
- Full-time
- Hybrid work
- 5 years
- Writing skills
- Mid-level
- Wellness program
- Health savings account
7d
Client Service Associate - Bridgewater, NJ
LPL Financial —Trenton, NJ
- $25.85 - $43.08 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Paid time off
Quick Apply
13d
Client Relationship Specialist
Alta Bus —Philadelphia, PA
- $19 - $27 an hour
- Weekends as needed
- Customer service
- Computer literacy
- Administrative experience
- Health insurance
- Paid time off
Quick Apply
5d
Client Service Lead: Transactional Print & Mail Operations
Canon U.S.A., Inc. —Burlington, NJ
- $20.54 - $28.20 an hour
- Full-time
- 6 years
- Mid-level
- Office
- Profit sharing
- Health insurance
Client Specialist Key
Talbots —Cherry Hill, NJ
- $16.92 - $21.15 an hour
- Part-time
- Organizational skills
- Computer skills
- Communication skills
- Store discount
- Referral program
Quick Apply
Client Setup Analyst
Independence Blue Cross —Philadelphia, PA
- Hybrid work
- Research
- Mid-level
- Office
- Dental insurance
- Vision insurance
Client Service Supervisor
Help at Home —Philadelphia, PA
- $20 - $22 an hour
- Full-time
- 18 years or older
- Computer literacy
- HIPAA
- Paid holidays
- Health insurance
2d
Client Service Coordinator
New Century Investor Services LLC —Township of Hamilton, NJ
- $45,000 - $65,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
5d
Private Client Services Associate
Duane Morris —Philadelphia, PA
- $255,000 - $300,000 a year
- Mid-level
- Office
- 3 years
Client Services Coordinator
AmeriBest Home Care, LLC —Philadelphia, PA
- $20 - $22 an hour
- Full-time
- Mid-level
- Home Health
- Older adults
Quick Apply
Client Operations Support Analyst I
WSFS Bank —Philadelphia, PA
- $42,289 - $69,475 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- US work authorization
- Paid parental leave
- Health savings account
1d
Client Advisor - Gloucester Premium Outlets
Brooks Brothers —Blackwood, NJ
- $21.75 - $30.50 an hour
- Weekends as needed
- Mid-level
- 2 years
- Communication skills
- Paid holidays
- Health insurance
Associate, Cash Client Experience - Global Cash Management Product and Platform (GPP), BlackRock Global Markets (BGM)
BlackRock Investments —Philadelphia, PA
- $100,000 - $135,000 a year
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Mid-level
- Health insurance
- Tuition reimbursement
5d
Municipal Client Manager
T&M Associates —Mount Laurel, NJ
- $130,000 - $165,000 a year
- Full-time
- Hybrid work
- Civil engineering
- Bachelor's degree
- Mentoring
- Health insurance
- Dental insurance
Quick Apply
VP HR Client Services
Independence Blue Cross —Philadelphia, PA
- Hybrid work
- Office
- Bachelor's degree
- Senior level
- Parental leave

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Registered Client Service Associate

Morgan Stanley -
Mt. Laurel Township, NJ

Apply Now

Job Details

Full-time
$33,113 - $90,000 a year

Benefits

Health savings account
Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Paid time off
Parental leave
Vision insurance
Life insurance

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

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.

Salary range for the position: $33,113 and $90,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.

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 mount laurel nj

Registered Client Service Associate

Client Service Associate

Client Service Associate

Client Associate

Client Success Associate - Remote

Registered Client Services Associate - Brokerage

Client Service Associate - Bridgewater, NJ

Client Relationship Specialist

Client Service Lead: Transactional Print & Mail Operations

Client Specialist Key

Client Setup Analyst

Client Service Supervisor

Client Service Coordinator

Private Client Services Associate

Client Services Coordinator

Client Operations Support Analyst I

Client Advisor - Gloucester Premium Outlets

Associate, Cash Client Experience - Global Cash Management Product and Platform (GPP), BlackRock Global Markets (BGM)

Municipal Client Manager

VP HR Client Services

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