Top 374 Client associate Jobs in Salt Lake City, Ut

Registered Client Service Associate
Morgan Stanley —Salt Lake City, UT
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Associate Attorney
Rosing Davidson Frost —Park City, UT
- $85,000 - $120,000 a year
- Full-time
- In-person
- Communication skills
- Entry level
- Health insurance
- Dental insurance
Quick Apply
Experienced Family Law Associate Attorney
Confidential —Salt Lake City, UT
- $120,000 - $180,000 a year
- Full-time
- Hybrid work
- 5 years
- Writing skills
- Mentoring
- Paid time off
- Opportunities for advancement
Quick Apply
Associate Veterinarian
VCA Animal Hospitals —Taylorsville, UT
- 8 hour shift
- Mentoring
- Teaching
- Entry level
- Health insurance
- Dental insurance
Associate Veterinarian
VCA Animal Hospitals —Herriman, UT
- Full-time
- Teaching
- Entry level
- Health insurance
- Dental insurance
7d
Associate Attorney Pre-Litigation
Feller & Wendt, LLC —Millcreek, UT
- $90,000 - $135,000 a year
- 8 hour shift
- Mid-level
- Analysis skills
- Organizational skills
- Health savings account
- Health insurance
Quick Apply
8d
Associate Attorney – Family Law
Orion Placement —Layton, UT
- $70,000 - $150,000 a year
- Full-time
- Writing skills
- Mid-level
- Analysis skills
- Dental insurance
- Paid time off
Quick Apply
Client Sales Associate (Automotive Sales)
Prestman Auto —South Salt Lake, UT
- $90,000 - $220,000 a year
- Full-time
- Background check
- No background check
- Driver's License
- Paid training
- Health insurance
Quick Apply
Financial Advisor Operations Associate
Strategic Planning Group —Bountiful, UT
- $25 - $40 an hour
- Full-time
- Microsoft Outlook
- Research
- Mid-level
- Paid holidays
- 401(k)
Quick Apply
Life Insurance Associate
Edion Staffing Agency —Salt Lake City, UT
- $78,000 - $155,000 a year
- Contract
- Sales
- Customer service
- US work authorization
- Tuition reimbursement
- Flexible schedule
Quick Apply
Warehouse Associate
ES Solar —Salt Lake City, UT
- $20 - $25 an hour
- Full-time
- Mid-level
- Forklift
- CDL
- Health insurance
- Dental insurance
Quick Apply
Associate Veterinarian
Petco —Midvale, UT
- Full-time
- Computer skills
- Communication skills
- Entry level
- Health insurance
- 401(k)
Associate Attorney- Relocation Required
Parnall Law —Salt Lake City, UT
- $200,000 - $400,000 a year
- Full-time
- 5 years
- Senior level
- Paid holidays
- Disability insurance
Quick Apply
Associate Attorney
Litchfield Cavo LLP —Salt Lake City, UT
- Full-time
- Hybrid work
- Microsoft Outlook
- Mid-level
- Analysis skills
- Health savings account
- Health insurance
Quick Apply
15h
AT&T B2B Sales Associate
Vanguard Consulting Group, Inc. —South Salt Lake, UT
- $900 - $1,200 a week
- Full-time
- Background check
- Mentoring
- In-person
- Opportunities for advancement
Quick Apply
7d
Civil Litigation Associate Attorney
Orion Placement —Salt Lake City, UT
- $120,000 - $180,000 a year
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- Business development
- Dental insurance
- Paid time off
Quick Apply
13d
Associate Attorney Pre-Litigation
Feller & Wendt, LLC —Layton, UT
- $90,000 - $135,000 a year
- 8 hour shift
- Mid-level
- Analysis skills
- Organizational skills
- Health savings account
- Health insurance
Quick Apply
8d
Associate Veterinarian
Petco —Taylorsville, UT
- Full-time
- Computer skills
- In-person
- Communication skills
- Health insurance
- 401(k)
Associate Veterinarian I
Chewy Vet Care —Salt Lake City, UT
- Weekends as needed
- Analysis skills
- Travel
- Patient care
Associate Therapist
Anew Therapy —Midvale, UT
- Part-time
- Hybrid work
- Background check
- Clinic
- Entry level
Quick Apply

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client associate jobs near salt lake city, ut

Registered Client Service Associate

Morgan Stanley -
Salt Lake City, UT

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Job Details

Qualifications

High school diploma or GED
Series 7

Full Job Description

POSITION SUMMARY:

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

Qualifications

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 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 salt lake city, ut

Registered Client Service Associate

Associate Attorney

Experienced Family Law Associate Attorney

Associate Veterinarian

Associate Veterinarian

Associate Attorney Pre-Litigation

Associate Attorney – Family Law

Client Sales Associate (Automotive Sales)

Financial Advisor Operations Associate

Life Insurance Associate

Warehouse Associate

Associate Veterinarian

Associate Attorney- Relocation Required

Associate Attorney

AT&T B2B Sales Associate

Civil Litigation Associate Attorney

Associate Attorney Pre-Litigation

Associate Veterinarian

Associate Veterinarian I

Associate Therapist

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