Top 68 customer service representative Jobs in redding ca

Part-Time Client Service Associate
Morgan Stanley —Redding, CA
- $35,000 - $70,000 a year
- Part-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Customer Service Associate I
Dollar Tree —Redding, CA
- $17.00 - $17.50 an hour
- Part-time
- High school diploma or GED
- Ability to lift 50 pounds
- Grocery store
- Health insurance
- Dental insurance
Customer Service Associate - Temporary
Walgreens —Redding, CA
- $16.90 - $19.00 an hour
- Temporary
- Maintenance
- English
- Cleaning
- Health insurance
- Dental insurance
Customer Service Representative
TWO MEN AND A TRUCK® —Redding, CA
- Computer literacy
- High school diploma or GED
- Computer skills
Quick Apply
Customer Service Representative
VCA Animal Hospitals —Redding, CA
- $17 - $19 an hour
- Full-time
- Maintenance
- Entry level
- Health insurance
- Dental insurance
7d
Call Center
CROWN MOTORS LLC —Redding, CA
- $16 an hour
- Part-time
- High school diploma or GED
- Organizational skills
- Communication skills
- Health insurance
- Paid time off
Customer Service/Sales
Home Depot —Redding, CA
- $20 - $23 an hour
- Entry level
Provider Relations Representative Supervisor
Partnership HealthPlan of California —Redding, CA
- $93,690.86 - $117,113.58 a year
- Full-time
- Management
- Marketing
- Mid-level
Call Center Representative
Shasta Community Health Center —Anderson, CA
- $22.00 - $32.50 an hour
- Full-time
- Computer literacy
- Basic math
- English
- Paid jury duty
- 403(b) matching
7d
Pro Customer Service/Sales
Home Depot —Redding, CA
- $20 - $22 an hour
- Entry level
- Commercial
Customer Service Representative - CA
Hassan & Sons Inc —Redding, CA
- $17.50 - $18.50 an hour
- Part-time
- High school diploma or GED
- Ability to lift 50 pounds
- Communication skills
Quick Apply
Customer Service Representative - State Farm Agent Team Member
Zach Bay - State Farm Agent —Redding, CA
- $24 - $28 an hour
- Full-time
- Office
- Communication skills
- Entry level
- Paid time off
- 401(k) matching
Quick Apply
Customer Service Representative
QUIPT HOME MEDICAL INC —Redding, CA
- Microsoft Excel
- High school diploma or GED
- Typing
- Paid holidays
- Disability insurance
Quick Apply
Client Service Representative
VCA Animal Hospitals —Redding, CA
- $18 - $20 an hour
- Full-time
- High school diploma or GED
- Cleaning
- 1 year
- Paid holidays
- Health insurance
7d
Customer Service Representative
Community Choice Financial Family of Brands —Redding, CA
- $21 an hour
- Weekends as needed
- Background check
- 18 years or older
- Spanish
- Paid training
- Health savings account
8d
Customer Service Representative - Move Out Assistant
Hignell Inc —Redding, CA
- $18 - $20 an hour
- Overtime
- Microsoft Word
- Microsoft Outlook
- Computer literacy
Quick Apply
Part-Time Store Associate/Customer Service Representative - CA
Hassan & Sons Inc —Anderson, CA
- $17.50 an hour
- Part-time
- High school diploma or GED
- Ability to lift 50 pounds
- Communication skills
Quick Apply
12d
Customer Service Representative - State Farm Agent Team Member
Scott Schumacher - State Farm Agent —Redding, CA
- $22 - $28 an hour
- Full-time
- Office
- Communication skills
- Entry level
- Paid training
- Paid time off
Quick Apply
6d
U-Box Customer Care Representative (CDL)
U-Haul —Redding, CA
- $25.50 - $27.50 an hour
- Part-time
- Clean driving record
- Customer service
- Local
- Paid holidays
- Health insurance
Client Service Representative | Caregiver
Interim HealthCare Northern CA, NV, OR —Redding, CA
- $22 - $23 an hour
- Full-time
- Medical office experience
- Pass drug screening
- Office
- Paid holidays
- Health insurance
Quick Apply
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Part-Time Client Service Associate

Morgan Stanley -
Redding, CA

Apply Now

Job Details

Part-time
$35,000 - $70,000 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 $35k and $70k 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

customer service representative jobs in redding ca

Part-Time Client Service Associate

Customer Service Associate I

Customer Service Associate - Temporary

Customer Service Representative

Customer Service Representative

Call Center

Customer Service/Sales

Provider Relations Representative Supervisor

Call Center Representative

Pro Customer Service/Sales

Customer Service Representative - CA

Customer Service Representative - State Farm Agent Team Member

Customer Service Representative

Client Service Representative

Customer Service Representative

Customer Service Representative - Move Out Assistant

Part-Time Store Associate/Customer Service Representative - CA

Customer Service Representative - State Farm Agent Team Member

U-Box Customer Care Representative (CDL)

Client Service Representative | Caregiver

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