Top 27 Client services associate Jobs in Worcester, Ma

Client Service Associate
Morgan Stanley —Worcester, MA
- $15.00 - $40.87 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Client Service Associate
Morgan Stanley —Westborough, MA
- $31,200 - $90,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Client Services Assistant
Tufts University —Grafton, MA
- $20.90 - $28.90 an hour
- High school diploma or GED
- Typing
- In-person
9d
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
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
9d
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
Registered Wealth Management Client Associate
Bank of America —Westborough, MA
- $25 - $45 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
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
Senior Client Service Associate
Bartholomew & Co. —Framingham, MA
- $31.25 - $38.46 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Office
- Free parking
- AD&D insurance
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 Services Coord
The Parents Estate Planning Law Firm, PC —Acton, MA
- $48,000 - $52,000 a year
- Office
- Administrative experience
- Children
Quick Apply
Commercial Lines Senior Client Manager
World Insurance Associates LLC —Worcester, MA
- Full-time
- Mid-level
- Office
- 3 years
Quick Apply
7h
National Client Insights Manager (CPG)
Acosta —Marlborough, MA
- $85,000 - $97,000 a year
- Full-time
- Hybrid work
- Merchandising
- Mid-level
- Office
Quick Apply
2d
Client Experience Coordinator
The Parents Estate Planning Law Firm, PC —Acton, MA
- $48,000 - $52,000 a year
- Office
- Administrative experience
- Children
Quick Apply
Experienced Client Service Representative
VCA Animal Hospitals —Uxbridge, MA
- $15 - $18 an hour
- Part-time
- Maintenance
- 1 year
- Entry level
- Paid parental leave
- Disability insurance
Client Advisor - Natick Collection
Brooks Brothers —Natick, MA
- $20.75 - $29.00 an hour
- Weekends as needed
- Mid-level
- 2 years
- Communication skills
- Paid holidays
- Health insurance
Client Specialist, Acton
Talbots —Acton, MA
- $15.50 - $19.40 an hour
- Part-time
- Organizational skills
- Computer skills
- Communication skills
- Store discount
- Referral program
Quick Apply

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Client Service Associate

Morgan Stanley -
Worcester, MA

Apply Now

Job Details

Full-time
$15.00 - $40.87 an hour

Qualifications

Website maintenance
Managing customer accounts
Investment advisory support
Website management
Phone answering
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

Full Job Description

POSITION SUMMARY:

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

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

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 $15 and $40.87 per hour 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 diversifying its workforce (M/F/Disability/Vet).

Apply Now

Refine Your Search

client services associate jobs in worcester, ma

Client Service Associate

Client Service Associate

Client Services Assistant

Client Service Associate

Client Service Associate

Sales & Customer Service Associate

Care Associate / Client Care Assistant

Registered Wealth Management Client Associate

Personal Lines Client Service Representative

Senior Client Service Associate

Client Service Representative

Client Services Coord

Commercial Lines Senior Client Manager

National Client Insights Manager (CPG)

Client Experience Coordinator

Experienced Client Service Representative

Client Advisor - Natick Collection

Client Specialist, Acton

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