Top 16 Client services associate Jobs in Winston Salem Nc

Client Service Associate
Morgan Stanley —Winston-Salem, NC
- Full-time
- Writing skills
- Mid-level
- Office
Client Support Associate
Triple C Solutions —High Point, NC
- $3,856.85 - $4,644.81 a month
- Full-time
- Office
- High school diploma or GED
- In-person
- Employee discount
- Professional development assistance
Quick Apply
22h
Registered Client Service Associate-Winston-Salem, NC
Raymond James Financial, Inc. —Winston-Salem, NC
- Full-time
- Writing skills
- Mid-level
- Office
Furniture Sales / Customer Service Representative
Advanced Personnel Resources2 —Greensboro, NC
- $50,000 - $55,000 a year
- Full-time
- Organizational skills
- Computer skills
- Communication skills
AT&T Client Support Associate
Ascend Partners NC —Greensboro, NC
- $900 - $1,300 a week
- Full-time
- In-person
- Communication skills
- Entry level
- Opportunities for advancement
Quick Apply
2d
Wealth Management Client Associate
Bank of America —Winston-Salem, NC
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Inside Sales & Customer Service Representative - Diablo Tools
Diablo Tools Inc. —High Point, NC
- Full-time
- Microsoft Excel
- Marketing
- Mid-level
- Health savings account
- Disability insurance
Quick Apply
Inside Sales/Customer Experience Coach
Go Green Plumbing, Heating, Air & Electrical —Greensboro, NC
- Full-time
- Mid-level
- Office
- Communication skills
Client Specialist - Winston-Salem NC
Talbots —Winston-Salem, NC
- Part-time
- Organizational skills
- Computer skills
- Communication skills
- Store discount
- Referral program
Quick Apply
Client Integration Specialist (Pharmacy Benefits)
Ventegra —United States
- $28 - $32 an hour
- Full-time
- Customer service
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
14d

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Client Service Advocate (CSA)
Katterhenry Investment Group of NEST Capital —Dublin, OH
Field incoming calls, emails, faxes, and correspondence. We aim to provide the best client experience possible through setting and then exceeding client…
$60,000 - $70,000 a year
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Client Experience & Sales Associate- Part Time
The Tox Dublin —Dublin, OH
Schedule appointments, manage the front desk, answer phones, and respond to client inquiries. Review incoming leads daily and proactively follow up with…
$16 an hour
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Client Service Associate

Morgan Stanley -
Winston-Salem, NC

Apply Now

Job Details

Full-time

Qualifications

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
Productivity software
Handling account queries

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 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 winston salem nc

Client Service Associate

Client Support Associate

Registered Client Service Associate-Winston-Salem, NC

Furniture Sales / Customer Service Representative

AT&T Client Support Associate

Wealth Management Client Associate

Inside Sales & Customer Service Representative - Diablo Tools

Inside Sales/Customer Experience Coach

Client Specialist - Winston-Salem NC

Client Integration Specialist (Pharmacy Benefits)

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