Top 54 Client services associate Jobs in San Jose Ca

Registered Client Service Associate
Morgan Stanley —San Jose, CA
- $34,320 - $90,000 a year
- Full-time
- Writing skills
- Mid-level
- Office
Registered Client Service Associate
Citi —San Jose, CA
- $78,320 - $109,280 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid holidays
- Disability insurance
Client Advisor - Valley Fair
Christian Dior Couture —San Jose, CA
- Weekends as needed
- Merchandising
- Mid-level
- Organizational skills
Client Support Associate
AZRA Execs, Inc. —Campbell, CA
- $1,000 - $1,400 a week
- Full-time
- In-person
- Communication skills
- Entry level
- 401(k)
- Employee discount
Quick Apply
2d
California Based Federal & State Grant Writer – Municipal Clients (1–3 Years Experience)
Blais & Associates —California
- From $25 an hour
- Part-time
- Remote
- Microsoft Excel
- Microsoft Outlook
- Research
- 401(k)
- 401(k) matching
Quick Apply
4th Grade Tutor Part-Time (Reading, Wriiting, & Math) in Client's Home $25/Hour
Club Z! Tutoring —San Jose, CA
- $25 an hour
- Part-time
- Background check
- High school
- Computer literacy
Quick Apply
Client Service Associate
Morgan Stanley —Menlo Park, CA
- $34,320 - $90,000 a year
- Writing skills
- Mid-level
- Office
Client Service Associate (part-time)
Morgan Stanley —Scotts Valley, CA
- $34,320 - $90,000 a year
- Part-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Client Services Associate I, Oncology
BillionToOne —Union City, CA
- $28.90 an hour
- Full-time
- Spanish
- Office
- Bachelor's degree
- Paid parental leave
- Paid time off
2d
Registered Client Service Associate
Morgan Stanley —Pleasanton, CA
- $75,000 - $110,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Senior Client Service Associate
Beacon Pointe Advisors LLC —Campbell, CA
- $75,000 - $85,000 a year
- Mid-level
- Office
- Finance
5h
Client Engagement Associate
PeopleSpace —San Jose, CA
- $26 - $29 an hour
- Full-time
- Bachelor's degree
- Organizational skills
- SharePoint
- Free parking
BOTTEGA VENETA Client Advisor, Nordstrom Valley Fair
Bottega Veneta —San Jose, CA
- $21 - $23 an hour
- Full-time
- Maintenance
- Cleaning
- 1 year
Client Service Representative
VCA Animal Hospitals —Santa Clara, CA
- Part-time
- High school diploma or GED
- 1 year
- Communication skills
- Health insurance
- Dental insurance
Client Service Associate
Beacon Pointe Advisors LLC —San Jose, CA
- $60,000 - $70,000 a year
- Office
- Analysis skills
- 2 years
Private Wealth Management Client Service Associate
Morgan Stanley —Menlo Park, CA
- $35,152 - $90,000 a year
- Full-time
- Writing skills
- Mid-level
- Office
1d
Client Experience Specialist II
One Workplace —Santa Clara, CA
- $64,000 - $68,000 a year
- Research
- Office
- Trade school
- Profit sharing
- Paid parental leave
Client Service Representative
VCA Animal Hospitals —Los Gatos, CA
- $20 - $23 an hour
- Full-time
- Maintenance
- Entry level
- Health insurance
- Dental insurance
1d
Associate, Client Advisory
Arta Finance —Mountain View, CA
- $110,000 - $300,000 a year
- Full-time
- Remote
- Senior level
- Analytics
- 10 years
9h
J.P. Morgan Advisors - Senior Client Associate - Palo Alto, CA
JPMorganChase —Palo Alto, CA
- $70,304 - $99,900 a year
- Full-time
- Office
- Bachelor's degree
- Experience equivalent to degree accepted
- Health insurance
- Tuition reimbursement
5d

I want to receive the latest job alert for client services associate in san jose ca

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

client services associate jobs near san jose ca

Registered Client Associate jobs in San Jose, CA

Grant Writer jobs in Orange County, CA

Client Services Associate jobs in Menlo Park, CA

Customer Service Representative jobs in Santa Clara, CA

Client Associate jobs in San Jose, CA

Client Services Associate jobs in San Jose, CA

Tutor jobs in San Jose, CA

Client Advisor jobs in San Jose, CA

Customer Experience Specialist jobs in Santa Clara, CA

Customer Service Representative jobs in Los Gatos, CA

Registered Client Associate jobs in San Francisco, CA

Client Services Coordinator jobs in Remote

Registered Client Associate jobs in Long Beach, CA

Registered Client Associate jobs in New Orleans, LA

Seasonal Sales Associate jobs in New York, NY

Registered Client Associate jobs in Tampa, FL

First Year Associate Attorney jobs in New York, NY

Grant Writer jobs in Texas

Grant Writer jobs in Washington State

Grant Writer jobs in Idaho

Registered Client Service Associate

Morgan Stanley -
San Jose, CA

Apply Now

Job Details

Full-time
$34,320 - $90,000 a year

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

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

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 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 $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 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 san jose ca

Registered Client Service Associate

Registered Client Service Associate

Client Advisor - Valley Fair

Client Support Associate

California Based Federal & State Grant Writer – Municipal Clients (1–3 Years Experience)

4th Grade Tutor Part-Time (Reading, Wriiting, & Math) in Client's Home $25/Hour

Client Service Associate

Client Service Associate (part-time)

Client Services Associate I, Oncology

Registered Client Service Associate

Senior Client Service Associate

Client Engagement Associate

BOTTEGA VENETA Client Advisor, Nordstrom Valley Fair

Client Service Representative

Client Service Associate

Private Wealth Management Client Service Associate

Client Experience Specialist II

Client Service Representative

Associate, Client Advisory

J.P. Morgan Advisors - Senior Client Associate - Palo Alto, CA

I want to receive the latest job alert for client services associate in san jose ca

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected