Top 744 Client service associate Jobs in West Palm Beach, Fl

Registered Client Service Associate
Morgan Stanley —West Palm Beach, FL
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Client Service Associate
Satovsky Asset Management —West Palm Beach, FL
- $60,000 - $90,000 a year
- Full-time
- Writing skills
- Mid-level
- Office
- Profit sharing
- Paid holidays
Quick Apply
1d
Client Service Associate
Marsh McLennan Agency —Palm Beach Gardens, FL
- Full-time
- Hybrid work
- Microsoft Word
- Research
- Mid-level
- Tuition reimbursement
4d
Front Desk Associate
Burbujas Pressure Cleaning LLC —West Palm Beach, FL
- $22.34 - $26.90 an hour
- Part-time
- Microsoft Outlook
- Computer literacy
- Office
- 401(k)
- Paid time off
Quick Apply
6d
Sales Associate II
Coach —West Palm Beach, FL
- $15.00 - $24.25 an hour
- Part-time
- Computer literacy
- Merchandising
- English
- Commuter assistance
- Paid parental leave
Private Wealth Client Associate
Bank of America —West Palm Beach, FL
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
3d
Sales Support Associate II
Coach —West Palm Beach, FL
- $15.00 - $21.75 an hour
- Part-time
- English
- Ability to lift 50 pounds
- Organizational skills
- Commuter assistance
- Paid parental leave
Retail Associate - The Gardens Mall
Aritzia —Palm Beach Gardens, FL
- $20 - $30 an hour
- Part-time
- Merchandising
- Entry level
Registered Client Service Associate (Palm Beach Gardens, FL)
Raymond James Financial, Inc. —Palm Beach Gardens, FL
- Full-time
- High school
- Writing skills
- Research
- Paid holidays
- Health insurance
Boutique Facilitator, Palm Beach
Chanel —Palm Beach Gardens, FL
- $26 - $29 an hour
- Weekends as needed
- 1 year
- Leadership
- Communication skills
- Health savings account
- AD&D insurance
Client Success Associate
SmartX Advisory Solutions —West Palm Beach, FL
- Full-time
- Finance
- Bachelor's degree
- Financial services
Quick Apply
Associate Attorney - Insurance Defense
Roberts, Reynolds, Bedard & Tuzzio, PLLC —West Palm Beach, FL
- From $100,000 a year
- Full-time
- Writing skills
- Mid-level
- In-person
- Health savings account
- Health insurance
Quick Apply
Workers' Compensation Associate Attorney
Orion Placement —Palm Beach Gardens, FL
- $90,000 - $145,000 a year
- Full-time
- Writing skills
- Mid-level
- Analysis skills
- Dental insurance
- Paid time off
Quick Apply
Luxury Retail Sales Associate- Fine Jewelry| Seaman Schepps - Palm Beach, Florida
Seaman Schepps & Co, Inc —Palm Beach, FL
- Full-time
- Background check
- Customer service
- Merchandising
- Health insurance
- 401(k)
Quick Apply
Mental Health Therapist
Futures Recovery Healthcare —Tequesta, FL
- Full-time
- LMFT
- Addiction Medicine
- Licensed Clinical Social Worker
- Dental insurance
- Paid time off
Quick Apply
Litigation Attorney
Kubicki Draper —Florida
- Full-time
- Hybrid work
- Microsoft Excel
- Customer service
- Writing skills
- Health insurance
- Paid time off
Quick Apply
Segment Buyer - Manufacturing
Hoerbiger —Delray Beach, FL
- Full-time
- Basic math
- Mid-level
- Project management
Workers' Compensation Associate Attorney
Orion Placement —West Palm Beach, FL
- $90,000 - $145,000 a year
- Full-time
- Writing skills
- Mid-level
- Analysis skills
- Dental insurance
- Paid time off
Quick Apply
Roofing Estimator
Advanced Roofing Inc —Jupiter, FL
- $75,000 - $100,000 a year
- Full-time
- Background check
- 18 years or older
- Pass drug screening
- Health insurance
- Dental insurance
Quick Apply
Real Estate Agent
The Keyes Company —Tequesta, FL
- $50,000 - $150,000 a year
- Part-time
- Mid-level
- Residential
- Real Estate License
Quick Apply

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Registered Client Service Associate

Morgan Stanley -
West Palm Beach, FL

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
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
Client services

Full Job Description

Registered Client Service Associate

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:

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 west palm beach, fl

Registered Client Service Associate

Client Service Associate

Client Service Associate

Front Desk Associate

Sales Associate II

Private Wealth Client Associate

Sales Support Associate II

Retail Associate - The Gardens Mall

Registered Client Service Associate (Palm Beach Gardens, FL)

Boutique Facilitator, Palm Beach

Client Success Associate

Associate Attorney - Insurance Defense

Workers' Compensation Associate Attorney

Luxury Retail Sales Associate- Fine Jewelry| Seaman Schepps - Palm Beach, Florida

Mental Health Therapist

Litigation Attorney

Segment Buyer - Manufacturing

Workers' Compensation Associate Attorney

Roofing Estimator

Real Estate Agent

I want to receive the latest job alert for client service associate in west palm beach, fl

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