Top 28 Client services associate Jobs in Riverside, Ca

Registered Client Service Associate
Morgan Stanley —Riverside, CA
- $33,280 - $85,000 a year
- Writing skills
- Mid-level
- Office
Client Service Representative - OVERNIGHT
VCA Animal Hospitals —Ontario, CA
- $18 - $20 an hour
- Overnight shift
- Customer service
- Mid-level
- Outpatient experience
- Health insurance
- Dental insurance
Sales & Customer Service Representative
Massage Envy —Moreno Valley, CA
- $17.14 - $17.89 an hour
- Weekends as needed
- 18 years or older
- High school diploma or GED
- Clinic
- Paid training
- Health insurance
Quick Apply
Client Service Representative
VCA Animal Hospitals —Ontario, CA
- $18 - $20 an hour
- Full-time
- Customer service
- Mid-level
- Medical terminology
- Health insurance
- Dental insurance
Sales & Customer Service Associate
Massage Envy —Fontana, CA
- $17 - $18 an hour
- Choose your own hours
- Clinic
- Math
- Computer skills
- Wellness program
- Health insurance
Quick Apply
Life Insurance Sales/Customer Service
Iron Rock Holdings Llc —Riverside, CA
- $3,000 - $8,000 a month
- Part-time
- Hybrid work
- 18 years or older
- Criminal background check
- Entry level
- Tuition reimbursement
- Work from home
Quick Apply
Client Support Specialist III
Citizens Business Bank —Rancho Cucamonga, CA
- $20.00 - $26.25 an hour
- Full-time
- Ability to walk for extended periods
- Computer literacy
- Research
Sales Representative (Sales, Customer Service)
Freeway Insurance Services America, LLC —Ontario, CA
- $31 - $72 an hour
- Urgently hiring
- Spanish
- English
- High school diploma or GED
- Paid training
- Health insurance
Quick Apply
Client Excellence Coordinator
Jacobson Lawrence & Company —La Verne, CA
- $20.00 - $34.94 an hour
- Overtime
- Mid-level
- Office
- Accounting
Quick Apply
14d
Client Service Associate (Teller)- Claremont- Los Angeles, CA
California Bank & Trust —Claremont, CA
- $20.00 - $22.50 an hour
- Full-time
- Spanish
- Basic math
- Office
- Profit sharing
- Paid training
Client Relations Manager
Antashyan Wealth Management —Upland, CA
- $23 - $30 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
4d
Client Advisor (Full-time), A|X Macy's
A|X Armani Exchange —Rancho Cucamonga, CA
- $18 an hour
- Weekends as needed
- Merchandising
- High school diploma or GED
- Communication skills
- Disability insurance
- Health insurance
Quick Apply
Attorney & Client Success Manager
Hanna, Brophy, MacLean, McAleer & Jensen, LLP —Riverside, CA
- $100,000 - $130,000 a year
- Full-time
- Hybrid work
- Mid-level
- 3 years
- Bachelor's degree
Quick Apply
Client Relations Associate
Temecula Associates CA —Lake Elsinore, CA
- $46,000 - $57,600 a year
- Full-time
- Background check
- In-person
- Communication skills
Quick Apply
3d
Retail Sales & Customer Experience Associate (Part-Time)
Dumos Home —Foothill Ranch, CA
- Part-time
- English
- Supervising experience
- Grocery store experience
- Employee discount
- Flexible schedule
Quick Apply
11d

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Registered Client Service Associate

Morgan Stanley -
Riverside, CA

Apply Now

Job Details

$33,280 - $85,000 a year

Qualifications

Series 7

Full Job Description

Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients.

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

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
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.

Expected base pay rates for the role will be between $33,280 and $85,000 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

client services associate jobs in riverside, ca

Registered Client Service Associate

Client Service Representative - OVERNIGHT

Sales & Customer Service Representative

Client Service Representative

Sales & Customer Service Associate

Life Insurance Sales/Customer Service

Client Support Specialist III

Sales Representative (Sales, Customer Service)

Client Excellence Coordinator

Client Service Associate (Teller)- Claremont- Los Angeles, CA

Client Relations Manager

Client Advisor (Full-time), A|X Macy's

Attorney & Client Success Manager

Client Relations Associate

Retail Sales & Customer Experience Associate (Part-Time)

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