Top 473 Client associate Jobs in West Chester, Oh

Senior Registered Client Service Associate
Morgan Stanley —Cincinnati, OH
- Full-time
- Microsoft Excel
- Microsoft Outlook
- 5 years
Client Associate
MCF Advisors, LLC —Cincinnati, OH
- Full-time
- Inventory management
- Mid-level
- Office
Quick Apply
Wealth Client Management Associate
CAPTRUST —West Chester, OH
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Research
- Health savings account
- Disability insurance
Client Account Associate (Accountant)
Supporting Strategies —Cincinnati, OH
- $90,000 a year
- Remote
- 5 years
- Finance
- Bachelor's degree
- Work from home
Client Associate
MCF Advisors LLC —Cincinnati, OH
- From $50,000 a year
- Full-time
- Background check
- Inventory management
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
5d
Client Relationship Associate
Bartlett Wealth Management —Cincinnati, OH
- Full-time
- Hybrid work
- Microsoft Outlook
- English
- Bachelor's degree
- Profit sharing
- Disability insurance
Quick Apply
9d
Retail Associate - Kenwood Towne Center
Aritzia —Kenwood, OH
- $20 - $30 an hour
- Part-time
- Merchandising
- Entry level
13d
Sales Associate & Client Wellness Education
Project LeanNation Harper's Point —Cincinnati, OH
- $16 an hour
- Part-time
- Ability to lift 50 pounds
- Entry level
Quick Apply
15h
Relationship and Operations Associate
Carson Group —Blue Ash, OH
- $60,000 - $80,000 a year
- Microsoft Excel
- Microsoft Outlook
- 5 years
- Health savings account
- Disability insurance
Trust Associate
Johnson Investment Counsel —Kenwood, OH
- Microsoft Outlook
- Computer literacy
- Bachelor of Science
Client Support Specialist
Orchestrate —Cincinnati, OH
- $22 an hour
- Part-time
- Office
- Windows
- Microsoft Office
Full Time Sales associate
Ralph Lauren —Monroe, OH
- Up to $480.77 an hour
- Full-time
- Ability to walk for extended periods
- Mid-level
- Team management
Registered Private Wealth Client Associate
Bank of America —Cincinnati, OH
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Client Service Representative-Life/DI
Ameritas —Cincinnati, OH
- $18.72 - $29.95 an hour
- Hybrid work
- Office
- US work authorization
- Experience equivalent to degree accepted
- Paid parental leave
- Health savings account
Quick Apply
11d
Personal Lines - Client Services Analyst
The Cincinnati Insurance Companies —Fairfield, OH
- $50,000 - $60,000 a year
- Mid-level
- SQL
- Organizational skills
Service Associate
Allworth Financial —Cincinnati, OH
- $60,000 - $63,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Bachelor of Science
- Health savings account
- Paid holidays
5d
Entry-Level Retirement Operations Associate, (CRS)
Strongpoint Partners —Cincinnati, OH
- Hybrid work
- Computer literacy
- Basic math
- No experience needed
- Disability insurance
- Health insurance
Quick Apply
Client Service Associate - Cincinnati, OH
Advisor Talent Solutions —Cincinnati, OH
- $50,000 - $54,000 a year
- Evenings as needed
- Office
- Administrative experience
- High school diploma or GED
- Paid holidays
- Paid time off
Quick Apply
5d
Fulfillment Associate - REMOTE
S&S Healthcare —Cincinnati, OH
- $20 - $24 an hour
- Remote
- Microsoft Excel
- Pass drug screening
- Mid-level
Quick Apply
Liability Claims Associate | Blue Ash, OH | Hybrid Schedule
Sedgwick —Cincinnati, OH
- Full-time
- Hybrid work
- Computer literacy
- No experience needed
- Office
- Health insurance
- Dental insurance
5d

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Senior Registered Client Service Associate

Morgan Stanley -
Cincinnati, OH

Apply Now

Job Details

Full-time

Qualifications

Website maintenance
Managing customer accounts
Investment advisory support
Website management
Financial services customer support
Microsoft Excel
Customer relationship building
Microsoft Outlook
Business travel arrangements
Account maintenance
5 years
Writing skills
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

Full Job Description

POSITION SUMMARY
Senior 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)
At least 5 years of industry experience required
Demonstrated strong performance in current role for the prior 2 years, if applicable

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:

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 associate jobs in west chester, oh

Senior Registered Client Service Associate

Client Associate

Wealth Client Management Associate

Client Account Associate (Accountant)

Client Associate

Client Relationship Associate

Retail Associate - Kenwood Towne Center

Sales Associate & Client Wellness Education

Relationship and Operations Associate

Trust Associate

Client Support Specialist

Full Time Sales associate

Registered Private Wealth Client Associate

Client Service Representative-Life/DI

Personal Lines - Client Services Analyst

Service Associate

Entry-Level Retirement Operations Associate, (CRS)

Client Service Associate - Cincinnati, OH

Fulfillment Associate - REMOTE

Liability Claims Associate | Blue Ash, OH | Hybrid Schedule

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