Top 41 Client services associate Jobs in Westborough, Ma

Client Service Associate
Morgan Stanley —Westborough, MA
- $31,200 - $90,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Care Associate / Client Care Assistant
ANGEL CARE HOME COMPANION SERVICES —Holliston, MA
- $22 - $23 an hour
- Part-time
- CPR Certification
- Experience working with individuals with disabilities
- First Aid Certification
- 401(k)
- Flexible schedule
Quick Apply
Client Services Assistant
Tufts University —Grafton, MA
- $20.90 - $28.90 an hour
- High school diploma or GED
- Typing
- In-person
Registered Wealth Management Client Associate
Bank of America —Westborough, MA
- $25 - $45 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Sales & Customer Service Associate
Upper Level Marketing —Framingham, MA
- $52,000 - $60,000 a year
- Urgently hiring
- Background check
- In-person
- Restaurant experience
- Employee discount
Quick Apply
Client Service Associate
Morgan Stanley —Worcester, MA
- $15.00 - $40.87 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Client Service Associate
Transcend Practice Management —Worcester, MA
- $60,000 - $75,000 a year
- Full-time
- Office
- Administrative experience
- Bachelor's degree
Quick Apply
Client Service Associate
Carl P. Sherr & Co. —Worcester, MA
- Full-time
- Microsoft Outlook
- Research
- Mid-level
- Paid holidays
- Health insurance
Client Services Specialist
Sun Life —Wellesley Hills, MA
- $49,200 - $66,400 a year
- Overtime
- Fair chance
- 1 year
- Communication skills
- AD&D insurance
- Disability insurance
Client Services Coord
The Parents Estate Planning Law Firm, PC —Acton, MA
- $48,000 - $52,000 a year
- Administrative experience
- Children
- 1 year
Quick Apply
Personal Lines Client Service Representative
Deland, Gibson Insurance Associates Inc. —Worcester, MA
- $42,000 - $55,000 a year
- Office
- Administrative experience
- Bachelor's degree
Quick Apply
Client Service Administrative Associate
RWA Wealth Partners LLC —Newton, MA
- $50,000 - $60,000 a year
- Full-time
- Office
- Bachelor's degree
- Organizational skills
- Health insurance
- Dental insurance
Commercial Lines Senior Associate Client Representative
World Insurance Associates LLC —Needham, MA
- Full-time
- Office
- High school diploma or GED
- Typing
Quick Apply
6d
Client Experience Coordinator
The Parents Estate Planning Law Firm, PC —Acton, MA
- $48,000 - $52,000 a year
- Administrative experience
- Children
- 1 year
Quick Apply
Client Service Representative
VCA Animal Hospitals —Lancaster, MA
- $16 - $23 an hour
- Full-time
- Maintenance
- 1 year
- Entry level
- Paid parental leave
- Disability insurance
Client Service Specialist - Ameriprise Financial Advisors - Newton MA
Ameriprise Financial —Newton, MA
- $25.14 - $34.51 an hour
- Full-time
- Office
- US work authorization
- Experience equivalent to degree accepted
- Dental insurance
- 401(k)
Client Associate - Legacy Place, MA
Travis Mathew —Dedham, MA
- $16.80 - $18.50 an hour
- Part-time
- Cash register
- Computer skills
- Communication skills
Team Leader, Client Services
Fidelity Investments —Smithfield, RI
- Full-time
- Mentoring
- Financial services
- Senior level
Clients Service Associate Admin
Boston Wealth Management —Wayland, MA
- $55,000 - $65,000 a year
- Full-time
- Microsoft Excel
- Mid-level
- Office
- Health insurance
- 401(k)
Quick Apply
3d
Commercial Lines Senior Client Manager
World Insurance Associates LLC —Worcester, MA
- Full-time
- Mid-level
- Office
- 3 years
Quick Apply
6d

I want to receive the latest job alert for client services associate in westborough, ma

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

client services associate jobs near westborough, ma

Customer Service Representative jobs in Framingham, MA

Customer Service Representative jobs in Worcester, MA

Client Services Associate jobs in Wayland, MA

Client Services Associate jobs in Newton, MA

Denver Human Services jobs in Denver, CO

Amazon Data Services jobs in South Bend, IN

Client Services Coordinator jobs in Parker, CO

Client Services Coordinator jobs in Cypress, TX

Client Services Coordinator jobs in Portland, OR

Client Services Coordinator jobs in Fishers, IN

Remote Coordinator jobs in Chicago, IL

Client Service Associate jobs in Dallas, TX

Customer Service Representative jobs in Remote

Outside Sales Representative jobs in New Jersey

Jp Morgan Chase Client Service Analyst jobs in Brooklyn, NY

Customer Service Manager jobs in Dallas, TX

Customer Service Representative jobs in Mason, OH

Customer Service Representative jobs in Ohio

Customer Service Representative jobs in Eugene, OR

Associate Of Science Degree jobs in Alabama

Client Service Associate

Morgan Stanley -
Westborough, MA

Apply Now

Job Details

Full-time
$31,200 - $90,000 a year

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
Client file management
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

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.

Expected base pay rates for the role will be between $31,200 and $90,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

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 westborough, ma

Client Service Associate

Care Associate / Client Care Assistant

Client Services Assistant

Registered Wealth Management Client Associate

Sales & Customer Service Associate

Client Service Associate

Client Service Associate

Client Service Associate

Client Services Specialist

Client Services Coord

Personal Lines Client Service Representative

Client Service Administrative Associate

Commercial Lines Senior Associate Client Representative

Client Experience Coordinator

Client Service Representative

Client Service Specialist - Ameriprise Financial Advisors - Newton MA

Client Associate - Legacy Place, MA

Team Leader, Client Services

Clients Service Associate Admin

Commercial Lines Senior Client Manager

I want to receive the latest job alert for client services associate in westborough, ma

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected