Top 120 Client associate Jobs in Rio Rancho, Nm

Client Service Associate
Morgan Stanley —Albuquerque, NM
- Full-time
- Writing skills
- Mid-level
- Office
Client Service Associate (Hybrid Work Option)
Wealth Enhancement Group —Albuquerque, NM
- $42,500 - $63,750 a year
- Full-time
- Hybrid work
- Research
- Mid-level
- Office
- Profit sharing
- Paid parental leave
Associate Attorney
Dominguez Law Firm —Albuquerque, NM
- $75,000 - $110,000 a year
- Full-time
- Spanish
- Writing skills
- English
- Health insurance
- Dental insurance
Quick Apply
4d
Progam Evaluation Associate
SBS Evaluation & Program Development Specialists —Albuquerque, NM
- $25 - $40 an hour
- Part-time
- Hybrid work
- Addiction Medicine
- Mid-level
- Master's degree
Quick Apply
Senior Level Accounting Associate
Burgmaier & Associates, Inc. —Albuquerque, NM
- $75,000 - $85,000 a year
- 8 hour shift
- Management
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Client Experience Associate (Marketng-Scheduling)
Mirau Capital Management —Albuquerque, NM
- $41,000 - $50,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Landscape Sales Associate and Designer
Whelchel Landscape and Construction —Bernalillo, NM
- $50,000 - $90,000 a year
- Full-time
- Hybrid work
- CAD
- Mid-level
- Residential
- Flexible schedule
Quick Apply
2d
Associate Veterinarian (DVM) - Small Animal General Practice - Collaborative Team - Albuquerque, NM
Del Norte Animal Hospital —Albuquerque, NM
- Call employer
- Mid-level
- Surgery
- Communication skills
- Relocation assistance
- Health insurance
9d
Client Care Coordinator
Community Bridges, INC —Albuquerque, NM
- Full-time
- Mid-level
- High school diploma or GED
- Associate's degree
- Disability insurance
- Health insurance
Quick Apply
Associate Clinical Consultant (Albuquerque, NM) - Johnson & Johnson MedTech – Heart Recovery
Johnson & Johnson Services, Inc. —Albuquerque, NM
- Full-time
- Background check
- 18 years or older
- Up to 50% travel
4d
Jeweler Customer Support Sales Specialist III- Manufacturing
Rio Grande —Albuquerque, NM
- $64,880 - $81,100 a year
- Full-time
- Spanish
- 5 years
- English
- Wellness program
- Paid holidays
Quick Apply
Corporate Partnerships Associate
American Society of Radiologic Technologists —Albuquerque, NM
- Full-time
- Mid-level
- Bachelor's degree
- US work authorization
- Paid holidays
- Disability insurance
Quick Apply
2d
Customer Service Sales Associate
Victory Home Buyers NM —Albuquerque, NM
- $30,000 - $100,000 a year
- Weekends as needed
- Background check
- Google Workspace
- Office
- Paid time off
- Opportunities for advancement
Quick Apply
Financial Customer Associate - Albuquerque
Fidelity Investments —Albuquerque, NM
- 8 hour shift
- Office
- High school diploma or GED
- 1 year
- 401(k)
9d
Security Officer Patrol Driver Associate
Allied Universal —Albuquerque, NM
- $17 an hour
- Full-time
- 18 years or older
- Customer service
- Pass drug screening
- Paid training
- AD&D insurance
Quick Apply
3d
MedTech - Healthcare Collections Associate – Flex Support - Albuquerque, NM
IQVIA —Albuquerque, NM
- $25 - $27 an hour
- Part-time
- Current TB test
- Hospital
- Computer literacy
- Flexible schedule
Client Service Associate
Raymond James Financial, Inc. —Albuquerque, NM
- Full-time
- Writing skills
- Research
- Office
- Paid holidays
- Health insurance
Part-Time Stockroom Operations Associate
KOHLS —Albuquerque, NM
- From $14 an hour
- Part-time
- Writing skills
- 16+ years old
- Communication skills
Sales Account Associate
Hearst Media Services —Albuquerque, NM
- Full-time
- Military
- Office
- Data entry
- Paid parental leave
- Health insurance
Workforce Development Associate
Cuidando Los Ninos —Albuquerque, NM
- $51,000 - $62,000 a year
- Full-time
- Background check
- Experience working with individuals with developmental disabilities
- Spanish
- Paid training
- Mileage reimbursement
Quick Apply
3d

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Client Service Associate

Morgan Stanley -
Albuquerque, NM

Apply Now

Job Details

Full-time

Qualifications

Opening bank accounts
Authentication
Investment advisory support
Financial services customer support
Report writing
Customer relationship building
Business travel arrangements
Account maintenance
Writing skills
Promoting bank products
Filing
Money transfers
Client file management
Financial plan development
Mid-level
Online marketing
High school diploma or GED
Managing clients in a customer support role
Social media platforms
Expense reports
Task prioritization
Investment client management
Calendar management
Bonds
Client services
Financial product expertise
Risk management
Investment account customer support
Equities
Annuities

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

Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current
Identify and assist with Firm services and solutions that support clients’ needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile
Confirm authorization and authenticate client when processing requests
Onboard and maintain client accounts, including collecting client information and required documentation, capturing and assessing risk, processing money movement transactions and handling estate needs as examples
Input orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment options and corporate actions with clients at the direction of Financial Advisors
Prepare financial plans, client reports, and other materials for client meetings
Review and take appropriate action on client account alerts

OTHER

Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model
Support the team’s marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
Actively engage in available training and education programs – including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls
Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance
Proactively participate in firm initiatives directed by local management
Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Education and/or Experience

Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Two or more years of industry experience preferred
High School Diploma/Equivalency
College degree preferred

Knowledge/Skills

Strong industry, product, and branch procedures knowledge
Exceptional writing, interpersonal and client service skills
Detail oriented with superior organizational skills and ability to prioritize tasks
Strong computer skills and knowledge of Microsoft Office products
Team player with the ability to collaborate with others
Ability to work in a fast-paced, evolving environment
Goal oriented, self-motivated and results driven
Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts

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 associate jobs in rio rancho, nm

Client Service Associate

Client Service Associate (Hybrid Work Option)

Associate Attorney

Progam Evaluation Associate

Senior Level Accounting Associate

Client Experience Associate (Marketng-Scheduling)

Landscape Sales Associate and Designer

Associate Veterinarian (DVM) - Small Animal General Practice - Collaborative Team - Albuquerque, NM

Client Care Coordinator

Associate Clinical Consultant (Albuquerque, NM) - Johnson & Johnson MedTech – Heart Recovery

Jeweler Customer Support Sales Specialist III- Manufacturing

Corporate Partnerships Associate

Customer Service Sales Associate

Financial Customer Associate - Albuquerque

Security Officer Patrol Driver Associate

MedTech - Healthcare Collections Associate – Flex Support - Albuquerque, NM

Client Service Associate

Part-Time Stockroom Operations Associate

Sales Account Associate

Workforce Development Associate

I want to receive the latest job alert for client associate in rio rancho, nm

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