Top 8 Client services associate Jobs in Roanoke, Va

Client Service Associate
Morgan Stanley —Roanoke, VA
- $55,000 - $95,000 a year
- Full-time
- Writing skills
- Mid-level
- Office
2d
Client Service Associate
W3Global Inc —Roanoke, VA
- $80,000 - $110,000 a year
- 5 years
- Office
- Finance
- Paid holidays
- Disability insurance
Quick Apply
4d
Client Service Associate - Commercial Lines
Gallagher —Roanoke, VA
- $39,000 - $58,500 a year
- Full-time
- Hybrid work
- High school diploma or GED
- 1 year
- Entry level
- Paid parental leave
- Health savings account
Client Service representative
VCA Animal Hospitals —Roanoke, VA
- Full-time
- Entry level
- Health insurance
- Dental insurance
Client Support Supervisor
Protos Security —Roanoke, VA
- From $34 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Office
- Health savings account
- Dental insurance
Retail Client Merchandising Representative
CRO-US —Roanoke, VA
- $17 an hour
- Part-time
- Customer service
- Merchandising
- Ability to lift 50 pounds
- Paid training
- Mileage reimbursement
Quick Apply
Client Support Team Lead
Protos Security —Roanoke, VA
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Health savings account
- Dental insurance
8d
Client Manager, Business Insurance
Marsh McLennan Agency —Roanoke, VA
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Mid-level
- Tuition reimbursement

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Client Service Associate
W3Global Inc —Roanoke, VA
Bachelor's degree in Finance, Business, or a related field. 401(k) with employer matching. Serving high-net-worth individuals, business owners, and families,…
$80,000 - $110,000 a year
Quick Apply
4d
Client Service Associate
Morgan Stanley —Roanoke, VA
Actively engage in available training and education programs – including firm strategic priorities, professional development and staying current on policies,…
$55,000 - $95,000 a year
2d

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Client Service Representative
The Joseph Group Capital Management —Columbus, OH
Gain technical knowledge in line with the components of the Certified Financial Planner (CFP®) designation (i.e., General Planning, Retirement, Investments,…
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Client Advocate I (Meritain Health)
CVS Health —Columbus, OH
Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.
$43,888 - $102,081 a year
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Client Service Associate

Morgan Stanley -
Roanoke, VA

Apply Now

Job Details

Full-time
$55,000 - $95,000 a year
2 days ago

Qualifications

Opening bank accounts
Customer communication
Investment advisory support
Financial services customer support
Customer relationship building
Business travel arrangements
Account maintenance
Writing skills
Bank transfers
Promoting bank products
Filing
Money transfers
Client file management
Account development
Mid-level
Online marketing
High school diploma or GED
Managing clients in a customer support role
Social media platforms
Expense reports
Managing clients in a finance role
Task prioritization
Calendar management
Client services
Investment account customer support
Developing strategic business plans
Organizational skills
Assisting with digital banking services
Corporate event planning
Productivity software

Full Job Description

POSITION SUMMARY

Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate 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 require documentation, processing money movement transactions as an example
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

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

Strong computer skills and knowledge of Microsoft Office products
Exceptional writing, interpersonal and client service skills
Detail orientated with superior organizational skills and ability to prioritize tasks
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

Reports to:

Business Service Manager

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 $55,000 and $95,000 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

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client services associate jobs in roanoke, va

Client Service Associate

Client Service Associate

Client Service Associate - Commercial Lines

Client Service representative

Client Support Supervisor

Retail Client Merchandising Representative

Client Support Team Lead

Client Manager, Business Insurance

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