Top 1453 Client associate Jobs in San Carlos, Ca

Client Service Associate
Morgan Stanley —Menlo Park, CA
- $34,320 - $90,000 a year
- Writing skills
- Mid-level
- Office
Senior Client Services Associate
Guardant Health —Palo Alto, CA
- $26 - $43 an hour
- Email
- Hybrid work
- Background check
- Computer literacy
- Mid-level
Client Associate (Hybrid position)
Bailard —San Francisco, CA
- $90,000 - $105,000 a year
- Full-time
- Hybrid work
- Background check
- Travel
- Fair chance
Quick Apply
Associate Attorney
Narayan Travelstead, P.C. —Pleasanton, CA
- $125,000 - $215,000 a year
- Choose your own hours
- Hybrid work
- Writing skills
- Employment & labor law
- Analysis skills
- Health insurance
- Dental insurance
Quick Apply
Litigation Associate
Mirador Law —Pleasanton, CA
- $147,000 - $175,000 a year
- Full-time
- Hybrid work
- Background check
- Doctoral degree
- Writing skills
- Profit sharing
- Paid holidays
Quick Apply
Senior Associate Attorney — Criminal Defense
Shnider Law Firm —San Jose, CA
- $130,000 - $180,000 a year
- Online Application
- In-person
- Senior level
- Health insurance
- Dental insurance
Quick Apply
Associate Veterinarian
Milpitas Pet Clinic —Milpitas, CA
- $120,000 - $200,000 a year
- Part-time
- Background check
- Medical-surgical
- In-person
- Health savings account
- Health insurance
Quick Apply
Senior Associate Attorney
Lubin Pham + Caplin LLP —California
- $150,000 - $200,000 a year
- Full-time
- Remote
- Management
- Writing skills
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Senior Associate Attorney - Family Law
Confidential —California
- $220,000 - $320,000 a year
- Full-time
- Remote
- US work authorization
- Organizational skills
- Senior level
- Profit sharing
- Paid holidays
Quick Apply
Tax and Audit Associate
Maemura & Co., CPAs LLP —San Mateo, CA
- $65,000 - $80,000 a year
- Full-time
- CPA
- Office
- Master's degree
- Health insurance
- Dental insurance
Quick Apply
Associate Veterinarian
Petco —Union City, CA
- $95,600 - $203,000 a year
- Full-time
- Fair chance
- Computer skills
- In-person
- Health insurance
- 401(k)
Associate Veterinarian
South Park Animal Hospital —San Francisco, CA
- $180,000 - $250,000 a year
- Part-time
- Private practice
- Clinic experience
- Mid-level
- Continuing education credits
- Health insurance
Quick Apply
Associate Veterinarian
Petco —San Francisco, CA
- $103,600 - $220,000 a year
- Full-time
- Fair chance
- Computer skills
- In-person
- Health insurance
- 401(k)
Corporate Tax Senior Associate
Frank Rimerman and Co LLP —San Jose, CA
- $110,000 - $135,000 a year
- Full-time
- Hybrid work
- CPA
- Research
- Mid-level
Associate Attorney, Litigation ($100-$170k annually)
Lubin Pham + Caplin LLP —California
- $100,000 - $170,000 a year
- Full-time
- Remote
- Writing skills
- Research
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Associate Attorney — Government Contracts
Orion Placement —San Francisco, CA
- $195,000 - $210,000 a year
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- 3 years
- Dental insurance
- Paid time off
Quick Apply
Retail Sales Associate – Luxury Men's & Women's Clothing
Button Down Collective, Inc. —San Francisco, CA
- From $25 an hour
- Part-time
- Ability to walk for extended periods
- Merchandising
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
9d
Customer Success Coordinator
Friendlier Company —Stanford, CA
- $30 an hour
- Contract
- Spanish
- University
- US work authorization
- Opportunities for advancement
15h
Associate – Retail Sales
Joyalukkas Jewelry —Santa Clara, CA
- $19 - $21 an hour
- Part-time
- Background check
- High school diploma or GED
- Travel
- Paid training
- Health insurance
Quick Apply
AT&T Sales Associate
Warren —Santa Clara, CA
- $4,000 - $5,000 a month
- Full-time
- Office
- In-person
- Communication skills
- 401(k)
Quick Apply
1d

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Client Service Associate

Morgan Stanley -
Menlo Park, CA

Apply Now

Job Details

$34,320 - $90,000 a year

Qualifications

Series 7
Securities Industry Essentials
Experience practicing in the securities industry

Full Job Description

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.

We are seeking both Registered and Non-Registered Client Services Associates for our branches.

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, 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
Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors

Additional responsibilities and requirements for a Registered Client Service Associate

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
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
Strong industry, product, and branch procedures knowledge
Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts

Qualifications - External

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Education and/or Experience

High School Diploma/Equivalency
College degree preferred
Industry experience is a plus
Currently hold or willingness to obtain SIE, Series 7 and 66 (or 63 and 65)

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:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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-officesinto your browser.

Expected base pay rates for the role will be between $34,320 and $90,000 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's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Apply Now

Refine Your Search

client associate jobs in san carlos, ca

Client Service Associate

Senior Client Services Associate

Client Associate (Hybrid position)

Associate Attorney

Litigation Associate

Senior Associate Attorney — Criminal Defense

Associate Veterinarian

Senior Associate Attorney

Senior Associate Attorney - Family Law

Tax and Audit Associate

Associate Veterinarian

Associate Veterinarian

Associate Veterinarian

Corporate Tax Senior Associate

Associate Attorney, Litigation ($100-$170k annually)

Associate Attorney — Government Contracts

Retail Sales Associate – Luxury Men's & Women's Clothing

Customer Success Coordinator

Associate – Retail Sales

AT&T Sales Associate

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