Top 32 Client services associate Jobs in Toms River, Nj

Registered Client Service Associate
Morgan Stanley —Toms River, NJ
- $34,320 - $90,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Health savings account
- Paid holidays
Client Service Associate
Mariner Wealth Advisors —Manasquan, NJ
- $65,000 - $95,000 a year
- Full-time
- Mid-level
- Office
- High school diploma or GED
Registered Wealth Management Client Associate
Bank of America —Toms River, NJ
- $25 - $45 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Client Service Representative
VCA Animal Hospitals —Toms River, NJ
- $16.50 - $21.00 an hour
- Full-time
- Maintenance
- Entry level
- Paid parental leave
- Disability insurance
Client Care Coordinator-Home Care- Per Diem
Hackensack Meridian Health —Wall, NJ
- From $20.64 an hour
- Weekends as needed
- Mid-level
- High school diploma or GED
- Home Health
- Travel reimbursement
- Health insurance
Sales & Customer Service Associate
Massage Envy —Sea Girt, NJ
- $16 - $19 an hour
- Part-time
- Clinic
- Math
- Computer skills
- Wellness program
- Health insurance
Quick Apply
Veterinary Client Service Representative - Toms River, NJ
Veritas Veterinary Partners —Toms River, NJ
- US work authorization
- 1 year
- Communication skills
- Paid parental leave
- Health savings account
Quick Apply
10d
Client Service Manager
Mariner Wealth Advisors —Manasquan, NJ
- $93,000 - $112,000 a year
- Full-time
- Writing skills
- Mid-level
- Office
Senior Client Manager
World Insurance Associates LLC —Forked River, NJ
- Full-time
- Mid-level
- Office
- 3 years
Quick Apply
3d
Personal Lines Client Manager
World Insurance Associates LLC —Forked River, NJ
- $66,200 - $81,800 a year
- Full-time
- Mid-level
- Office
- 3 years
Quick Apply
3d
Municipal Client Manager
T&M Associates —Toms River, NJ
- $130,000 - $165,000 a year
- Full-time
- Hybrid work
- Civil engineering
- Bachelor's degree
- Mentoring
- Health insurance
- Dental insurance
Quick Apply
Catering Sales & Customer Service
Joe Leone's —Point Pleasant Beach, NJ
- $16.50 - $19.00 an hour
- Part-time
- Sales
- Computer literacy
- High school diploma or GED
- Paid training
- Health insurance
Quick Apply

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Registered Client Service Associate

Morgan Stanley -
Toms River, NJ

Apply Now

Job Details

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

Benefits

Health savings account
Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Paid time off
Parental leave
Vision insurance
Life insurance

Qualifications

Website maintenance
Investment advisory support
Website management
Financial services customer support
Microsoft Excel
Customer relationship building
Microsoft Outlook
Business travel arrangements
Account maintenance
Writing skills
Service scheduling
Zoom
Bank transfers
Filing
Money transfers
Client file management
Team scheduling
Scanning
Series 66
Mid-level
High school diploma or GED
Managing clients in a customer support role
Series 7
Digitization
Documentation tools
Expense reports
Managing clients in a finance role
Task prioritization
Bonds
Client services

Full Job Description

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

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:

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.

Salary range for the position: $. $34,320 and $90,000 yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.

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 services associate jobs in toms river, nj

Registered Client Service Associate

Client Service Associate

Registered Wealth Management Client Associate

Client Service Representative

Client Care Coordinator-Home Care- Per Diem

Sales & Customer Service Associate

Veterinary Client Service Representative - Toms River, NJ

Client Service Manager

Senior Client Manager

Personal Lines Client Manager

Municipal Client Manager

Catering Sales & Customer Service

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