Top 31 Client services associate Jobs in Township Of Brick, Nj

Registered Client Service Associate
Morgan Stanley —Red Bank, NJ
- $32,900 - $90,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Health savings account
- Paid holidays
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
Inside Sales Customer Service
Buzzworthy Roofing & Siding —Farmingdale, NJ
- $25 - $35 an hour
- Residential
- High school diploma or GED
- Bachelor's degree
Quick Apply
1d
Client Service Associate
Jalinski Advisory Group, Inc —Toms River, NJ
- From $20 an hour
- Full-time
- Finance
- Bachelor's degree
- Organizational skills
- Health insurance
- 401(k)
Quick Apply
8d
Sales & Customer Support Administrator
ASTOR CHOCOLATE CORP. —Lakewood, NJ
- $25 - $30 an hour
- Full-time
- Mid-level
- Office
- Administrative experience
- Paid holidays
- Disability insurance
Quick Apply
8d
Registered Wealth Management Client Associate
Bank of America —Toms River, NJ
- $25 - $45 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
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
Client Service Representative
VCA Animal Hospitals —Allenwood, NJ
- $16 - $19 an hour
- Part-time
- Maintenance
- Entry level
- Health insurance
- Dental insurance
Financial Advisor Assistant / Client Service Associate
Jalinski Advisory Group, Inc —Toms River, NJ
- From $20 an hour
- Full-time
- Hybrid work
- Background check
- Microsoft Excel
- Microsoft Outlook
- Paid training
- Health insurance
Quick Apply
8d
Client Specialist
Talbots —Shrewsbury, NJ
- $16.42 - $20.55 an hour
- Part-time
- Organizational skills
- Computer skills
- Communication skills
- Store discount
- Referral program
Quick Apply
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
Personal Lines Client Manager
World Insurance Associates LLC —Toms River, NJ
- $56,000 - $70,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Retirement plan
Quick Apply
Commercial Lines Senior Client Manager, Select
World Insurance Associates LLC —Township of Wall, NJ
- $73,300 - $90,500 a year
- Full-time
- Mid-level
- Office
- 3 years
Quick Apply
Senior PCA Reviewer / National Client Manager - Equity Services
AEI Consultants —Freehold, NJ
- $110,000 - $135,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Sales
- Disability insurance
- Health insurance
Quick Apply
10d
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

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Familiarity with key tools such as: Salesforce, Microsoft Outlook Suite, etc. Familiarity with ABA or certified as an RBT or BCBA.
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Utilize ERP systems, Microsoft Office Suite, and other business tools to support daily operations. Respond promptly to customer inquiries, concerns, and…
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Client Service Associate I
JPMorganChase —Columbus, OH
Your developing ability in strategic planning, conflict management, and digital literacy will be key in driving our service delivery forward.
17h
Client Services Representative I
Safelite Group —Columbus, OH
Performs basic clerical tasks at the request of clients, which may include faxing, copying, emailing, etc and provides assistance to the Cash Application…
$20 an hour
2d

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client services associate jobs near township of brick, nj

Registered Client Service Associate

Morgan Stanley -
Red Bank, NJ

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Job Details

Full-time
$32,900 - $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
Zoom
Bank transfers
Filing
Money transfers
Team scheduling
Scanning
High school diploma or GED
Managing clients in a customer support role
Digitization
Documentation tools
Expense reports
Managing clients in a finance role
Task prioritization
Client services
Investment account customer support
Organizational skills
Assisting with digital banking services
Handling account queries
Phone call management
Withdrawals

Full Job Description

POSITION SUMMARY

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 • 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 a clerical capacity at the direction of the client and/or FA/PWA

Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)

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 (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 Morgan Stanley EOE committed to diversifying its workforce. M/F/D/V Version: 7/10/2024 Morgan Stanley Client Service Associate Job Description

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

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 multi-task

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.

Salary range for the position: $32,900 and $90,000 per year. 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 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 township of brick, nj

Registered Client Service Associate

Registered Client Service Associate

Client Service Associate

Inside Sales Customer Service

Client Service Associate

Sales & Customer Support Administrator

Registered Wealth Management Client Associate

Client Care Coordinator-Home Care- Per Diem

Client Service Representative

Financial Advisor Assistant / Client Service Associate

Client Specialist

Municipal Client Manager

Personal Lines Client Manager

Commercial Lines Senior Client Manager, Select

Senior PCA Reviewer / National Client Manager - Equity Services

Sales & Customer Service Associate

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