Top 30 client services associate Jobs in virginia beach va

Client Service Associate
Morgan Stanley —Virginia Beach, VA
- Full-time
- Writing skills
- Mid-level
- Office
Client Services Associate
Stewart & Company —Virginia Beach, VA
- $17 - $22 an hour
- Full-time
- Office
- High school diploma or GED
- Ability to sit for extended periods
- Health insurance
- Dental insurance
Quick Apply
8d
Client Services Associate
Tull Financial Group, Inc. —Chesapeake, VA
- $50,000 - $70,000 a year
- Full-time
- English
- Office
- Bachelor's degree
- Health savings account
- Paid holidays
Quick Apply
Client Relations Admin
Paradigm, Inc. —Virginia Beach, VA
- $20 - $23 an hour
- Overtime
- Background check
- Office
- Administrative experience
- Health savings account
- Paid holidays
Quick Apply
1d
Client Associate (Hybrid)
Patriot Growth Insurance Services —Virginia Beach, VA
- Full-time
- Hybrid work
- 5 years
- Mid-level
- Communication skills
- Paid parental leave
- Health savings account
Client Relations Admin
Paradigm —Virginia Beach, VA
- $20 - $23 an hour
- Overtime
- Mid-level
- Administrative experience
- Organizational skills
- Paid holidays
- Health insurance
Quick Apply
1d
Client Accounting Associate
Brown Edwards —Virginia Beach, VA
- Full-time
- Office
- Analysis skills
- QuickBooks
- Profit sharing
- Health savings account
7d
Employee Benefits Client Manager, Select
World Insurance Associates, LLC. —Virginia Beach, VA
- Full-time
- Microsoft Word
- Mid-level
- Office
- Retirement plan
Quick Apply
Commercial Lines Associate Client Representative
World Insurance Associates, LLC. —Virginia Beach, VA
- Full-time
- Office
- High school diploma or GED
- Typing
Quick Apply
14d
Commercial Lines Client Manager
World Insurance Associates, LLC. —Virginia Beach, VA
- Full-time
- Mid-level
- Office
- 3 years
Quick Apply
Employee Benefits Senior Client Manager, Select
World Insurance Associates, LLC. —Virginia Beach, VA
- Full-time
- Office
- Bachelor's degree
- Experience equivalent to degree accepted
Quick Apply
Client Relations Representative - Chesapeake, VA
Sound Income Group LLC —Chesapeake, VA
- Overnight shift
- Mid-level
- Office
- High school diploma or GED
- Disability insurance
- Health insurance
Quick Apply
Supervisor, Client Connectivity
Sentara Health —Norfolk, VA
- Full-time
- Hybrid work
- Mid-level
- High school diploma or GED
- Analysis skills
Tax Experienced Manager, Private Client & Family Office Services
BDO —Norfolk, VA
- $121,000 - $185,000 a year
- Full-time
- Microsoft Excel
- CPA
- Customer service
- Employee stock ownership plan
- Opportunities for advancement
Senior Client Accounting Associate
Brown Advisory —Norfolk, VA
- Full-time
- Research
- Mid-level
- Office
- Wellness program
- Paid parental leave
Client Services Specialist
PRA Group —Norfolk, VA
- Full-time
- Mid-level
- Analysis skills
- Continuous improvement
18h
Client Relationship Manager
Mariner Finance —United States
- Remote
- 5 years
- Residential
- Accounting

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Client Service Associate

Morgan Stanley -
Virginia Beach, VA

Apply Now

Job Details

Full-time

Qualifications

Opening bank accounts
Authentication
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
Managing financial planning clients
Expense reports
Task prioritization
Calendar management
Client services
Investment account customer support
Developing strategic business plans
Organizational skills
Assisting with digital banking services
Corporate event planning

Full Job Description

POSITION SUMMARY

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

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 Manager

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'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 virginia beach va

Client Service Associate

Client Services Associate

Client Services Associate

Client Relations Admin

Client Associate (Hybrid)

Client Relations Admin

Client Accounting Associate

Employee Benefits Client Manager, Select

Commercial Lines Associate Client Representative

Commercial Lines Client Manager

Employee Benefits Senior Client Manager, Select

Client Relations Representative - Chesapeake, VA

Supervisor, Client Connectivity

Tax Experienced Manager, Private Client & Family Office Services

Senior Client Accounting Associate

Client Services Specialist

Client Relationship Manager

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