Top 538 Client service associate Jobs in Worcester, Ma

Client Service Associate
Morgan Stanley —Westborough, MA
- $31,200 - $90,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Client Service Associate
Carl P. Sherr & Co. —Worcester, MA
- Full-time
- Microsoft Outlook
- Research
- Mid-level
- Paid holidays
- Health insurance
Client Service Associate
Transcend Practice Management —Worcester, MA
- $60,000 - $75,000 a year
- Full-time
- Office
- Administrative experience
- Bachelor's degree
Quick Apply
Junior Associate Attorney - Family Law
Callahan, Inman & Bonzagni, P.C. —Westborough, MA
- $80,000 - $110,000 a year
- Full-time
- Writing skills
- Organizational skills
- In-person
- Paid training
- Health insurance
Quick Apply
Project Manager -Exhibits and Trade Show
Access TCA —Whitinsville, MA
- $60,000 - $80,000 a year
- Extended hours
- CAD
- 5 years
- Team management
Emergency Critical Care Veterinary Technician III
Tufts University —Grafton, MA
- From $32 an hour
- Background check
- Maintenance
- ACLS Certification
- Continuing education credits
- Health savings account
Board Certified Behavior Analyst (BCBA)
Community Autism Services —Worcester, MA
- $80,000 - $100,000 a year
- Full-time
- Hybrid work
- Spanish
- Management
- Clinic
- Mileage reimbursement
- Disability insurance
Quick Apply
Traveling Retail Merchandiser
SAS Retail Services —Sudbury, MA
- $18 an hour
- Part-time
- 18 years or older
- Up to 50% travel
- Merchandising
- Travel reimbursement
- Health insurance
Experienced Dental Front Office-Patient Concierge Team
Dentistry By Dr David & Associates —Bolton, MA
- $20 - $30 an hour
- Full-time
- Dental office
- Writing skills
- Administrative experience
- Health savings account
- Health insurance
Quick Apply
Retail Store Team Leader
Ocean State Job Lot —Westborough, MA
- $67,000 - $74,000 a year
- Merchandising
- Mid-level
- Recruiting
- Paid holidays
- Disability insurance
Associate Veterinarian - Small Animal
Peake Brook Veterinary Center —Woodstock, CT
- $120,000 - $180,000 a year
- Part-time
- Private practice
- Doctoral degree
- Medical-surgical
- Paid holidays
- Relocation assistance
Quick Apply
Property Field Adjuster - Worcester, MA
DMA / David Morse & Associates —Worcester, MA
- Up to $70,000 a year
- Part-time
- Remote
- Customer service
- Military
- Writing skills
- Work from home
Quick Apply
Group Assistant
Thom Child And Family Services —Marlborough, MA
- $18 - $22 an hour
- Full-time
- Microsoft Word
- CPR Certification
- Microsoft Excel
- 403(b) matching
- Mileage reimbursement
Quick Apply
1d
Associate Dentist
New England Dental Group-Southborough —Southborough, MA
- $250,000 - $300,000 a year
- Full-time
- Background check
- Anatomy knowledge
- Dental office
- Health savings account
- Health insurance
Quick Apply
3d
Associate Family Law Attorney (0-4 Years Experience)
Turco Legal, PC —Worcester, MA
- $100,000 - $150,000 a year
- Full-time
- Microsoft Word
- Spanish
- Microsoft Excel
- Health insurance
- Dental insurance
Quick Apply
10d
Retail Store Team Leader-Sign on Bonus $5,000.00
Ocean State Job Lot —Gardner, MA
- $5,000 - $77,000 a year
- Merchandising
- Mid-level
- Recruiting
- Paid holidays
- Disability insurance
4d
Retail Store Team Leader-Sign on Bonus $5,000.00
Ocean State Job Lot —Leominster, MA
- $5,000 - $77,000 a year
- Merchandising
- Mid-level
- Recruiting
- Paid holidays
- Disability insurance
4d
Retail Merchandiser
SAS Retail Services —Whitinsville, MA
- $15.50 an hour
- Part-time
- 18 years or older
- Merchandising
- No experience needed
- Health insurance
- Dental insurance
Retail Merchandiser
SAS Retail Services —Milford, MA
- $15.50 an hour
- Part-time
- 18 years or older
- Merchandising
- No experience needed
- Health insurance
- Dental insurance
Registered Nurse
The Recovery Village —Worcester, MA
- $45 - $48 an hour
- Weekends as needed
- CPR Certification
- Nursing
- Addiction Medicine
- Health insurance
- Dental insurance
Quick Apply
2d

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client service associate jobs near worcester, ma

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 service associate jobs in worcester, ma

Client Service Associate

Client Service Associate

Client Service Associate

Junior Associate Attorney - Family Law

Project Manager -Exhibits and Trade Show

Emergency Critical Care Veterinary Technician III

Board Certified Behavior Analyst (BCBA)

Traveling Retail Merchandiser

Experienced Dental Front Office-Patient Concierge Team

Retail Store Team Leader

Associate Veterinarian - Small Animal

Property Field Adjuster - Worcester, MA

Group Assistant

Associate Dentist

Associate Family Law Attorney (0-4 Years Experience)

Retail Store Team Leader-Sign on Bonus $5,000.00

Retail Store Team Leader-Sign on Bonus $5,000.00

Retail Merchandiser

Retail Merchandiser

Registered Nurse

I want to receive the latest job alert for client service associate in worcester, ma

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