Top 11 client services associate Jobs in new orleans la

Registered Client Service Associate
Morgan Stanley —New Orleans, LA
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Client Service Representative
VCA Animal Hospitals —New Orleans, LA
- Full-time
- Maintenance
- Entry level
- Under 1 year
- Health insurance
- Dental insurance
Client Services Associate
S&A Group —New Orleans, LA
- $65,000 - $75,000 a year
- Reliable transportation
- Entry level
Quick Apply
5d
Client Liaison
BrightCare HomeCare —Metairie, LA
- Full-time
- High school diploma or GED
- Home Health
- Associate's degree
Quick Apply
Client Relationship Manager
Mariner Finance —United States
- Remote
- 5 years
- Residential
- Accounting

Other jobs to consider

Find your next job by exploring related positions.

LMSW/P-LPC/CSW/LPC
New Beginnings Behavioral & Family Services —New Orleans, LA
Maintain a current driver’s license and maintain current insurance. Master’s and/or Bachelor's degree in counseling, psychology, social work or sociology.
$22 - $35 an hour
Quick Apply
Account Receivables Clerk
Confidential —New Orleans, LA
Reporting: Participate in weekly collections meetings with executive management to inform management of the current state of collections, to identify priority…
From $20 an hour
Quick Apply
12d

Show more related jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Client Service Advocate (CSA)
Katterhenry Investment Group of NEST Capital —Dublin, OH
Field incoming calls, emails, faxes, and correspondence. We aim to provide the best client experience possible through setting and then exceeding client…
$60,000 - $70,000 a year
Quick Apply
Client Service Excellence Representative - RS
Vanguard —Columbus, OH
This job requires a Series 7 and 63 regulatory license and/or registration (e.g. FINRA, state, SFC). Partner with our clients via inbound phone calls to assist…
$52,000 - $67,500 a year

Show more jobs in cities nearby

I want to receive the latest job alert for client services associate in new orleans la

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

client services associate jobs near new orleans la

Registered Client Associate jobs in New Orleans, LA

Liaison jobs in Metairie, LA

Customer Service Representative jobs in New Orleans, LA

Registered Client Associate jobs in Ohio

Registered Nurse jobs in Milwaukie, Or

Warehouse Associate jobs in Philadelphia, Pa

Registered Client Associate jobs in Westlake Village, Ca

Registered Client Associate jobs in Coral Gables, Fl

Client Success Manager jobs in Houston, Tx

Registered Client Associate jobs in San Francisco, Ca

School Liaison jobs in Massachusetts

Medical Liaison jobs in Baltimore, Md

Hospital Ems Liaison jobs in Texas

Clinical Liaison jobs in Houston, Tx

Oncology Medical Science Liaison jobs in Boston, Ma

Artist Liaison jobs in New York, Ny

Bottle Service jobs in Miami Beach, Fl

Hospital Call Center Representative jobs in California

Customer Service Representative jobs in Hawaii

Customer Service Representative jobs in Paramus, Nj

Registered Client Service Associate

Morgan Stanley -
New Orleans, LA

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 services associate jobs in new orleans la

Registered Client Service Associate

Client Service Representative

Client Services Associate

Client Liaison

Client Relationship Manager

Other jobs to consider

Explore jobs in cities nearby

I want to receive the latest job alert for client services associate in new orleans la

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected