Top 239 Client associate Jobs in Newport News Va

Registered Client Service Associate
Morgan Stanley —Newport News, VA
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Client Service Associate (Unregistered)
Davenport & Company —Virginia Beach, VA
- $49,000 - $68,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Office
- Profit sharing
- Health savings account
7d
Customer Service Representative/Call Center/Client Support
ADP —Norfolk, VA
- $17.02 - $30.14 an hour
- Overtime
- Hybrid work
- Military
- Writing skills
- 1 year
- Wellness program
- Disability insurance
Dynamic Direct Support Professional Associate (Gloucester/Yorktown/Hampton/Newportnews)
Innovative Enrichment Services —Newport News, VA
- $18.50 - $22.50 an hour
- Part-time
- Background check
- 18 years or older
- Clean driving record
- Health insurance
- Opportunities for advancement
Quick Apply
Client Service Associate
Cerity Partners —Norfolk, VA
- Email
- Mid-level
- Office
- Finance
Audit Associate
Cavanaugh Nelson PLC —Norfolk, VA
- Overtime
- Hybrid work
- CPA
- Mid-level
- Office
- Paid holidays
Quick Apply
Office Manager - Accounting Firm
Venning —Suffolk, VA
- $50,000 - $55,000 a year
- Full-time
- Background check
- Microsoft Excel
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Associate Project Manager (TRAVEL REQUIRED) (MUST COMMUTE TO WILLIAMSBURG, VA)
Index AR Solutions —Williamsburg, VA
- $70,000 - $80,000 a year
- Full-time
- Engineering
- Mid-level
- Business development
- Health insurance
- Dental insurance
Quick Apply
Medical Coding Education Associate
Elevance Health —Norfolk, VA
- $58,000 - $91,350 a year
- Full-time
- Hybrid work
- Research
- Mid-level
- Office
- Employee stock purchase plan
- Paid holidays
Entry Level Sales & Marketing Associate
Virginia Beach Business Firm —Portsmouth, VA
- $52,000 - $60,000 a year
- Full-time
- In-person
- Communication skills
- Entry level
- Employee discount
- Professional development assistance
Quick Apply
1d
Veterinary Receptionist
MERCURY ANIMAL HOSPITAL INC. —Hampton, VA
- $16 - $17 an hour
- Part-time
- Customer service
- Residential
- Travel
- Employee discount
Quick Apply
Associate Director
System One —Virginia
- SQL
- Mentoring
- Senior level
- Health insurance
- Dental insurance
Quick Apply
Tax Senior Associate, Asset Management
KPMG —Virginia Beach, VA
- $81,130 - $164,565 a year
- Full-time
- Mid-level
- Bachelor's degree
- Team management
- Disability insurance
- Health insurance
Leadership Development Associate
Virginia Beach Business Firm —Chesapeake, VA
- $52,000 - $62,000 a year
- Full-time
- Marketing
- Residential
- Finance
- Employee discount
- Professional development assistance
Quick Apply
6d
Store Associate
SHOE DEPT. —Newport News, VA
- Merchandising
- Entry level
- Employee discount
Quick Apply
Aquatic Sales Associate
Care-A-Lot Pet Resorts —Newport News, VA
- Part-time
- High school diploma or GED
- Ability to lift 50 pounds
- Communication skills
14d
Senior Client Accounting Associate
Brown Advisory —Norfolk, VA
- Full-time
- Research
- Mid-level
- Office
- Wellness program
- Paid parental leave
Temporary Sales Support Associate
Coach —Norfolk, VA
- $15.00 - $19.50 an hour
- Part-time
- English
- Ability to lift 50 pounds
- Organizational skills
- Commuter assistance
- Paid parental leave
5d
Sales Support Associate II
Coach —Norfolk, VA
- $15.00 - $19.50 an hour
- Part-time
- English
- Ability to lift 50 pounds
- Organizational skills
- Commuter assistance
- Paid parental leave
Store Associate
SHOE SHOW MEGA —Hampton, VA
- Merchandising
- Entry level
- Employee discount
Quick Apply

I want to receive the latest job alert for client associate in newport news va

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 associate jobs near newport news va

Audit Associate jobs in Norfolk, VA

Education Associate jobs in Norfolk, VA

Associate Director jobs in Virginia

Client Services Associate jobs in Virginia Beach, VA

Retail Sales Associate jobs in Hampton, VA

Direct Support Professional jobs in Gloucester, VA

Veterinary Receptionist jobs in Hampton, VA

Sales Associate jobs in Newport News, VA

Sales Support Representative jobs in Norfolk, VA

Retail Sales Associate jobs in Newport News, VA

Audit Associate jobs in Woodland Hills, CA

Clinical Research Associate jobs in Indianapolis, IN

Audit Associate jobs in Denver, CO

Audit Associate jobs in Houston, TX

Audit Associate jobs in Lexington, KY

Night Audit jobs in Baton Rouge, LA

Outdoor Education jobs in Oregon

Education Associate jobs in St. Louis, MO

Medical Education jobs in Chicago, IL

Associate Of Arts Degree jobs in Raleigh, NC

Registered Client Service Associate

Morgan Stanley -
Newport News, VA

Apply Now

Job Details

Full-time

Qualifications

Website maintenance
Managing customer accounts
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
Series 66
Mid-level
High school diploma or GED
Managing clients in a customer support role
Series 7
Digitization
Documentation tools
Expense reports
Managing clients in a finance role
Task prioritization
Bonds
Client services

Full Job Description

Registered Client Service Associate

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

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 Office

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 newport news va

Registered Client Service Associate

Client Service Associate (Unregistered)

Customer Service Representative/Call Center/Client Support

Dynamic Direct Support Professional Associate (Gloucester/Yorktown/Hampton/Newportnews)

Client Service Associate

Audit Associate

Office Manager - Accounting Firm

Associate Project Manager (TRAVEL REQUIRED) (MUST COMMUTE TO WILLIAMSBURG, VA)

Medical Coding Education Associate

Entry Level Sales & Marketing Associate

Veterinary Receptionist

Associate Director

Tax Senior Associate, Asset Management

Leadership Development Associate

Store Associate

Aquatic Sales Associate

Senior Client Accounting Associate

Temporary Sales Support Associate

Sales Support Associate II

Store Associate

I want to receive the latest job alert for client associate in newport news va

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected