Top 115 Travel advisor 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 Relationship Analyst
Morgan Stanley —Worcester, MA
- $15.00 - $43.27 an hour
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Senior Director, People Partner Americas
Cytiva —Marlborough, MA
- $185,000 - $210,000 a year
- Full-time
- Travel
- In-person
- Senior level
- Health insurance
- Dental insurance
11d
Technical Customer Advisor
Veolia —Marlborough, MA
- $60,000 - $80,000 a year
- Full-time
- Mid-level
- High school diploma or GED
- Travel
- Health insurance
- Dental insurance
Quick Apply
Sr. Contracts Manager
Tetra Tech —Marlborough, MA
- $60 - $75 an hour
- Part-time
- Hybrid work
- Background check
- Microsoft Excel
- Customer service
Sr Director, HRBP Global Commercial
SCIEX —Marlborough, MA
- $230,000 - $280,000 a year
- Full-time
- Office
- Bachelor's degree
- Product management
- Health insurance
- Dental insurance
8d
Project Manager
Building Evolution Corporation —Worcester, MA
- $90,000 - $135,000 a year
- Full-time
- Up to 50% travel
- Construction site
- 5 years
- Profit sharing
- Disability insurance
Quick Apply
12d
HVAC In-Home Sales Representative (3-yr + HVAC Sales Required)
Pro Comfort Control A/C & Heating Installation —Ashland, MA
- $175,000 - $350,000 a year
- Full-time
- Mid-level
- Residential
- Driver's License
- Fuel card
- Health insurance
Quick Apply
1d
Senior Civil/Structural Engineer
Leidos —Framingham, MA
- $92,300 - $166,850 a year
- Extended hours
- Hybrid work
- Spanish
- Bachelor of Science
- Master's degree
Commercial Lines Field Risk Consultant
MAPFRE —Webster, MA
- $77,700 - $100,600 a year
- Mid-level
- 3 years
- Driver's License
- Profit sharing
- Health savings account
Outside Sales Representative
SCP Distributors LLC —Hopkinton, MA
- $65,000 - $75,000 a year
- Full-time
- Bilingual
- Microsoft Excel
- Microsoft Outlook
- Paid parental leave
- Health savings account
Quick Apply
10d
Google TV Experience Manager
2020 Companies, Inc. —Worcester, MA
- $21 an hour
- Full-time
- Mid-level
- Driver's License
- Reliable transportation
- Paid training
- Paid holidays
Quick Apply
10d
Civil/Structural Engineer
Leidos —Framingham, MA
- $73,450 - $132,775 a year
- Extended hours
- Hybrid work
- Spanish
- Bachelor of Science
- Office
Business Development Manager
Allied Universal —Worcester, MA
- From $300,000 a year
- Full-time
- Marketing
- Mid-level
- Office
- Fuel card
- AD&D insurance
Quick Apply
Senior Manager of Human Resources
Veterans Inc. —Worcester, MA
- $90,000 - $100,000 a year
- Online Application
- Office
- Bachelor's degree
- Travel
- 403(b) matching
- Paid parental leave
Quick Apply
Residential Advisor
Grafton Job Corps Center —Grafton, MA
- $22.12 an hour
- Full-time
- Residential
- High school diploma or GED
- Driver's License
- Travel reimbursement
- Wellness program
Quick Apply
Restaurant Leader
Raising Cane's —Worcester, MA
- $72,000 - $78,000 a year
- Weekends as needed
- 18 years or older
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Disability insurance
Quick Apply
Senior Manager, Talent Intelligence and Sourcing (Hybrid - Acton, MA or San Diego, CA)
Insulet Corporation —Acton, MA
- $149,500 - $224,200 a year
- Full-time
- Hybrid work
- Office
- Analysis skills
- Organizational skills
- Health insurance
- Dental insurance
10d
Insurance Advisor
Howden Group Holdings —Worcester, MA
- Full-time
- Entry level
- Commercial
- Health insurance
- On-the-job training
Pharmacy Talent Acquisition Partner - New England/Upstate NY
Walgreens —Marlborough, MA
- $127,500 - $204,000 a year
- Bachelor of Science
- Mid-level
- Travel

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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

travel advisor jobs in worcester, ma

Client Service Associate

Client Relationship Analyst

Senior Director, People Partner Americas

Technical Customer Advisor

Sr. Contracts Manager

Sr Director, HRBP Global Commercial

Project Manager

HVAC In-Home Sales Representative (3-yr + HVAC Sales Required)

Senior Civil/Structural Engineer

Commercial Lines Field Risk Consultant

Outside Sales Representative

Google TV Experience Manager

Civil/Structural Engineer

Business Development Manager

Senior Manager of Human Resources

Residential Advisor

Restaurant Leader

Senior Manager, Talent Intelligence and Sourcing (Hybrid - Acton, MA or San Diego, CA)

Insurance Advisor

Pharmacy Talent Acquisition Partner - New England/Upstate NY

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