Top 40 Registered client service associate Jobs in New York Ny

Registered Client Service Associate
Morgan Stanley —New York, NY
- $16.00 - $40.87 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Registered Client Service Associate
Stifel —New York, NY
- $53,900 - $80,700 a year
- Full-time
- Word processing
- Office
- High school diploma or GED
- Health insurance
- Dental insurance
Associate, Client Advisory
Jordan Park Group —New York, NY
- $125,000 - $150,000 a year
- Mid-level
- 3 years
- Finance
- Commuter assistance
- Health insurance
Registered Wealth Management Client Associate
Bank of America —New York, NY
- $26.50 - $45.00 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
J.P. Morgan Wealth Management - Private Client Investment Associate - Manhattan, NY
JPMorganChase —New York, NY
- $28.85 - $39.90 an hour
- Full-time
- Mid-level
- Office
- Marketing
- Health insurance
- Tuition reimbursement
9d
Registered Senior Client Service Associate
Safra National Bank of New York —New York, NY
- $120,000 - $150,000 a year
- Full-time
- Microsoft Excel
- 5 years
- Mid-level
Quick Apply
Private Wealth Management Associate
Morgan Stanley —New York, NY
- $75,000 - $125,000 a year
- Full-time
- 5 years
- Computer literacy
- Writing skills
Registered Client Service Associate, Bilingual Korean/English Preferred
Citi —New York, NY
- $61,280 - $109,280 a year
- Full-time
- Hybrid work
- English
- Mid-level
- Office
- Paid holidays
- Disability insurance
Private Client Associate - Garden City, NY
Janney Montgomery Scott LLC —Garden City, NY
- $50,000 - $70,000 a year
- Full-time
- Microsoft Outlook
- Office
- High school diploma or GED
- Paid parental leave
- Disability insurance
Wealth Management Analyst
Morgan Stanley —New York, NY
- $75,000 - $125,000 a year
- Full-time
- Computer literacy
- Writing skills
- Mid-level
12d
Senior Registered Private Client Associate - Garden City, NY
Janney Montgomery Scott LLC —Garden City, NY
- $75,000 - $90,000 a year
- Full-time
- Microsoft Outlook
- 5 years
- Office
- Paid parental leave
- Disability insurance
Registered Client Service Associate (Jericho, NY)
Oppenheimer & Co. Inc. —Jericho, NY
- $50,000 - $60,000 a year
- Mid-level
- 3 years
- Organizational skills
Quick Apply
Financial Customer Experience Associate - Licensed
moomoo —New York, NY
- $55,000 - $100,000 a year
- Weekends as needed
- Merchandising
- Mid-level
- 3 years
- Health insurance
- Dental insurance
Quick Apply
Brand Store Financial Customer Experience Associate
moomoo —New York, NY
- $50,000 - $70,000 a year
- Weekends as needed
- Merchandising
- 1 year
- Leadership
- Health insurance
- Dental insurance
Quick Apply
Financial Professional
New York Life —Uniondale, NY
- $65,000 - $150,000 a year
- Full-time
- Customer service
- In-person
- Associate's degree
- Disability insurance
- Health insurance
Quick Apply
Financial Advisor
Edward Jones —Mineola, NY
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Registered Client Service Associate (Summit, NJ)
Oppenheimer & Co. Inc. —Summit, NJ
- $60,000 - $65,000 a year
- 5 years
- Senior level
Quick Apply
J.P. Morgan Wealth Management - Private Client Investment Associate - Fair Lawn, NJ
JPMorganChase —Fair Lawn, NJ
- $28.85 - $39.90 an hour
- Full-time
- Mid-level
- Office
- Marketing
- Health insurance
- Tuition reimbursement
13d
Senior Trust, Estate & Fiduciary Strategist
Capital Group Companies —New York, NY
- $174,000 - $261,000 a year
- Full-time
- 7 years
- Business development
- Analysis skills
- Health insurance
- Benefits from day one
Senior Associate - Wealth Planning Specialist
ASPIRIANT LLC —New York, NY
- $85,000 - $110,000 a year
- Full-time
- Hybrid work
- Office
- 3 years
- Finance
- Health insurance
- 401(k) matching
Quick Apply

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Registered Client Service Associate

Morgan Stanley -
New York, NY

Apply Now

Job Details

Full-time
$16.00 - $40.87 an hour

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
Video conferences (communication methods)
Handling account queries

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:

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 $16 and $40.87 per hour 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

registered client service associate jobs in new york ny

Registered Client Service Associate

Registered Client Service Associate

Associate, Client Advisory

Registered Wealth Management Client Associate

J.P. Morgan Wealth Management - Private Client Investment Associate - Manhattan, NY

Registered Senior Client Service Associate

Private Wealth Management Associate

Registered Client Service Associate, Bilingual Korean/English Preferred

Private Client Associate - Garden City, NY

Wealth Management Analyst

Senior Registered Private Client Associate - Garden City, NY

Registered Client Service Associate (Jericho, NY)

Financial Customer Experience Associate - Licensed

Brand Store Financial Customer Experience Associate

Financial Professional

Financial Advisor

Registered Client Service Associate (Summit, NJ)

J.P. Morgan Wealth Management - Private Client Investment Associate - Fair Lawn, NJ

Senior Trust, Estate & Fiduciary Strategist

Senior Associate - Wealth Planning Specialist

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