Top 3519 Financial client service associate Jobs in New York, Ny

Client Service Associate
Morgan Stanley —New York, NY
- $35,360 - $90,000 a year
- Part-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Payment Processor
Agency ADMIN FOR CHILDREN'S SVCS —Manhattan, NY
- $61,656 - $89,625 a year
- Full-time
- High school
- Mid-level
- Office
- Loan forgiveness
Wealth Management: Client Service Associate
Northwestern Mutual —New York, NY
- $80,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Background check
- 5 years
- Disability insurance
- Health insurance
Quick Apply
7d
Associate Veterinarian
Snoots Vet —Clifton, NJ
- $120,000 - $165,000 a year
- Full-time
- Clinic experience
- In-person
- 2 years
Quick Apply
Certified Public Accountant (Part time - Freelance) Hybrid
Immigration Law Practice Firm —Jackson Heights, NY
- $25 - $40 an hour
- Part-time
- Hybrid work
- CPA
- Data analysis skills
- Mid-level
- Profit sharing
Quick Apply
11d
Senior Staff Attorney, Family Law
Sanctuary For Families —Staten Island, NY
- $90,000 - $100,000 a year
- Full-time
- 5 years
- Children
- Mentoring
- Wellness program
- Health savings account
Tax Associate – In-Store
Intuit —Great Neck, NY
- $32.50 - $36.00 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
11d
Tax Support Associate – Retail
Intuit —Hoboken, NJ
- $32.50 - $36.00 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
11d
Tax Associate – In-Store
Intuit —Yonkers, NY
- $32.50 - $36.00 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
11d
Tax Associate – TurboTax Store
Intuit —Garden City, NY
- $32.50 - $36.00 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
11d
Tax Associate – TurboTax Store
Intuit —New Rochelle, NY
- $32.50 - $36.00 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
11d
Internal Wholesaler / Account Executive
HRC Financial Group —New York, NY
- $90,000 - $125,000 a year
- Full-time
- Salesforce
- Research
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Technology Consulting - Microsoft Dynamics 365 Supply Chain Solution Architect - Manager
EY —Hoboken, NJ
- $142,600 - $297,200 a year
- Computer Science
- Master's degree
- Analysis skills
- Paid holidays
- Health insurance
6d
New Development Associate
FirstService Residential —Manhattan, NY
- $25.00 - $28.85 an hour
- Full-time
- Sales
- Mid-level
- Windows
- Paid holidays
- Disability insurance
Quick Apply
4d
Accounting Associate
TaxFrame —Elmhurst, NY
- $40,000 - $60,000 a year
- Full-time
- Hybrid work
- Background check
- English
- Bachelor's degree
- Work from home
- Professional development assistance
Quick Apply
Consultation Attorney, Family Law
Sanctuary For Families —Bronx, NY
- $83,000 - $89,000 a year
- Full-time
- Mid-level
- Children
- Mentoring
- Wellness program
- Health savings account
7d
Licensed Veterinary Technician
VCA Animal Hospitals —East Meadow, NY
- $26 - $30 an hour
- Full-time
- Mid-level
- Paid parental leave
- Disability insurance
Licensed Veterinary Technician
VCA Animal Hospitals —Larchmont, NY
- $26 - $34 an hour
- Full-time
- Mid-level
- Operating room
- Patient care
- Paid parental leave
- Disability insurance
Wealth Management Associate
Planning Alliance —Woodcliff Lake, NJ
- From $26,000 a year
- Full-time
- Hybrid work
- Finance
- Bachelor's degree
- US work authorization
- Paid training
- Health savings account
Quick Apply
LPN
Odyssey House INC —New York, NY
- $35.71 - $42.86 an hour
- Full-time
- CPR Certification
- Nursing
- Microsoft Excel
- Commuter assistance
- Disability insurance
Quick Apply

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Client Service Associate

Morgan Stanley -
New York, NY

Apply Now

Job Details

Part-time
$35,360 - $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 $35,360 and $90,000 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

financial client service associate jobs in new york, ny

Client Service Associate

Payment Processor

Wealth Management: Client Service Associate

Associate Veterinarian

Certified Public Accountant (Part time - Freelance) Hybrid

Senior Staff Attorney, Family Law

Tax Associate – In-Store

Tax Support Associate – Retail

Tax Associate – In-Store

Tax Associate – TurboTax Store

Tax Associate – TurboTax Store

Internal Wholesaler / Account Executive

Technology Consulting - Microsoft Dynamics 365 Supply Chain Solution Architect - Manager

New Development Associate

Accounting Associate

Consultation Attorney, Family Law

Licensed Veterinary Technician

Licensed Veterinary Technician

Wealth Management Associate

LPN

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