Top 750 Client service associate Jobs in South Jordan, Ut

Client Service Associate
Morgan Stanley —Sandy, UT
- Full-time
- Microsoft Excel
- English
- Research
Registered Client Service Associate
Morgan Stanley —Salt Lake City, UT
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Client Service Associate
Diversify —Sandy, UT
- $45,000 - $50,000 a year
- Full-time
- Background check
- Microsoft Excel
- Pass drug screening
- Health savings account
- Paid holidays
Quick Apply
Client Service Associate - Salt Lake City, UT
Advisor Talent Solutions —Salt Lake City, UT
- Evenings as needed
- Office
- Bachelor's degree
- 1 year
- Health insurance
- Dental insurance
Quick Apply
Client Service Associate
Rho —Salt Lake City, UT
- $58,000 - $70,000 a year
- Full-time
- Mid-level
- Office
- Communication skills
- Health insurance
- Paid time off
Help Desk Support (Remote)
MEI Rigging & Crating LLC —Salt Lake City, UT
- Full-time
- Remote
- Mid-level
- Windows
- 3 years
Quick Apply
Part-Time Therapist Spanish Speaking (CSW, ACMHC, LCSW, LMFT, LCMHC) – Foster Care & Family Services
Brighter Futures, Inc —Salt Lake City, UT
- From $35 an hour
- Part-time
- Background check
- LMFT
- Spanish
- Flexible schedule
- Referral program
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
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
Mental Health Therapist - ACT TEAM
First Step House —Salt Lake City, UT
- $74,000 - $86,750 a year
- Full-time
- LMFT
- CPR Certification
- BLS Certification
- Health savings account
- Relocation assistance
Quick Apply
Investor Relations Associate
Overland Group, Inc. —Lehi, UT
- Full-time
- Marketing
- Research
- Mid-level
- Health savings account
- Health insurance
Quick Apply
3d
Truck Driver - OTR Class A - Penske Logistics
Penske Truck Leasing and Logistics —Salt Lake City, UT
- $108,000 a year
- Full-time
- Ability to walk for extended periods
- DOT physical examination
- Pass drug screening
- AD&D insurance
- Paid holidays
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
VCA Animal Hospitals —Herriman, UT
- Full-time
- Teaching
- Entry level
- Health insurance
- Dental insurance
10d
Truck Driver - Class A - Penske Logistics
Penske Truck Leasing and Logistics —Salt Lake City, UT
- $90,322 - $106,572 a year
- Full-time
- Customer service
- Ability to walk for extended periods
- DOT physical examination
- AD&D insurance
- Paid holidays
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
Piping Estimator
Pipe Fabricating & Supply Co. —Woods Cross, UT
- $20 - $28 an hour
- Overtime
- CAD
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
13d
Truck Driver - Local Class A - Penske Logistics
Penske Truck Leasing and Logistics —Salt Lake City, UT
- $80,000 a year
- Full-time
- Ability to walk for extended periods
- DOT physical examination
- Local
- AD&D insurance
- Paid holidays
Door-to-Door Sales Representative
Organically Clean Utah —Lehi, UT
- From $20 an hour
- Contract
- Ability to walk for extended periods
- Residential
- In-person
- Paid training
- Opportunities for advancement
Quick Apply
4d
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
10d

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Client Service Associate

Morgan Stanley -
Sandy, UT

Apply Now

Job Details

Full-time

Qualifications

English

Full Job Description

Introducing Morgan Stanley at Work:

We know a lot about investing and are certain there’s no better investment a company can make than in its employees. People don’t just drive a company; they are the company. So, when people work at their best, companies do too. Morgan Stanley at Work , a division of Morgan Stanley Wealth Management, provides workplace financial solutions that build employee financial confidence, foster loyalty, and help our corporate clients attract and retain top talent. Our end-to-end offering spans Equity, Financial Wellness and Retirement Solutions. Plus, we provide all employees with Financial Empowerment, so they have the knowledge, tools and support needed to make the most of their workplace financial benefits.

What you’ll be part of – our Morgan Stanley at Work culture:

At Morgan Stanley at Work, we walk the talk. We have created a place for our employees to learn, achieve and grow – a place for people to build a career where you can thrive both personally and professionally. We are passionate about exceeding our clients’ expectations and helping them succeed. We are fearless in taking on new challenges that deliver exceptional results. We believe amazing things can happen when we work together in an environment where everybody has a true sense of belonging and their ideas are heard.

We value differences and are committed to providing a work environment where our people can do their best work. We look for people who are problem solvers, empathetic listeners, team players and inclusive leaders. We are committed to your growth and development, and your entire employee experience. We recognize that our people and culture are the keys to our success. We invite you to explore how you can be an integral part of our team.

U.S. Public Equity Solutions:

U.S. Public Equity Solutions is responsible for the engagement, onboarding and day-to-day service management of corporate clients and their equity administration plan terms and associated service offerings.

Client Success Management:

The Client Success Management (CSM) organization provides ongoing corporate client stock plan servicing on both the Shareworks and Equity Edge Online platforms, for corporate clients who choose to outsource the support of critical functions of equity compensation, as well as those who elect to maintain administrative responsibilities within their corporation. Operating with deep business acumen and robust platform knowledge, the CSM organization supports corporate clients with daily, monthly, and annual event processing and case management. Team members research and respond to client inquiries and issues, in a timely manner, complying with internal SLAs and ensuring a positive client experience. Operating with a “One team” mindset, the CSM organization supports the new client Onboarding and Go-to-market teams with servicing inquiries for seamless client support. The mission of the Client Success Management organization is to deliver best in class service, ease of use, and flawless execution, resulting in the establishment of trusted partnerships with clients.

Client Success Associate Role:

The Client Service Associate is an operational role within the Client Success Management Processing Center, executing repeatable tasks associated with stock plan administration events, processes, and data changes for corporate clients across the Shareworks and Equity Edge Online platforms.

Client Success Associate Responsibilities:

· Performs daily client procedures including but not limited to processing daily trades, assessing import errors and related fixes, and administering trade and pre-trade clearances

· Performs monthly functions including, but not limited to monthly balancing

· Performs/assists Client Success Managers in the processing of Restricted Stock Releases or Stock purchases, as necessary

· Manages changes to Employee Stock Purchase Plan Enrollment, Online Grant Agreements, and Equity Plan reporting

· Processes timely and accurate data updates, data manipulation and data management by updating database per client instruction

· Identifies errors and potential issues, working collectively with other team members and internal stakeholders to find solutions; tracks open issues to resolution

· Effectively document and maintain client processes

· Monitors queues for new case assignments using tools such as Salesforce.com and Zendesk. Utilize Salesforce.com application to create and mark completion of cases, document solutions, and update client records.

· Develops and maintains long term client relationships, actively managing customer expectations to ensure maximum satisfaction with products and services

· Provides responses to customer inquiries in a manner that drives client satisfaction by consistently meeting SLAs

· Research and document solutions for issues raised by clients

· Troubleshoots and answers platform questions using probing and interview style questions

· Participates, as needed, in product testing and validation using product knowledge to identify and document bugs as well as suggest enhancements

· Any other activities as determined by organization

Qualifications - External

· Associate degree or higher preferred in business, finance, accounting, or related field

· 1-5 years of customer service experience with primary responsibility of answering and resolving customer inquiries

· Self-motivated with the ability to effectively manage multiple tasks against tight deadlines

· A passion for providing proactive client-focused solutions

· Highly attentive to client needs and requests, while demonstrating effective prioritization, time management skills and solid judgment for escalating when appropriate

· Willing to go above and beyond, while maintaining a positive attitude

· Strong analytical, problem-solving skills, and proven attention to detail

· Disciplined in following processes, procedures and adhering to controls

· Able to work under pressure, retaining focus and positive attitude

· Ability to assist in the development and improvement of internal and external processes.

· Fluency in written and spoken English is a must

· Demonstrated competency with common technology and technical concepts, including but not limited to email, internet, Excel, and Word.

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 service associate jobs in south jordan, ut

Client Service Associate

Registered Client Service Associate

Client Service Associate

Client Service Associate - Salt Lake City, UT

Client Service Associate

Help Desk Support (Remote)

Part-Time Therapist Spanish Speaking (CSW, ACMHC, LCSW, LMFT, LCMHC) – Foster Care & Family Services

Experienced Family Law Associate Attorney

Financial Advisor Operations Associate

Mental Health Therapist - ACT TEAM

Investor Relations Associate

Truck Driver - OTR Class A - Penske Logistics

Warehouse Associate

Associate Veterinarian

Truck Driver - Class A - Penske Logistics

Client Sales Associate (Automotive Sales)

Piping Estimator

Truck Driver - Local Class A - Penske Logistics

Door-to-Door Sales Representative

AT&T B2B Sales Associate

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