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Client Service Associate Jobs

Registered Client Service Associate*
By Morgan Stanley At Greater Owensboro Area, United States
EDUCATION, EXPERIENCE, KNOWLEDGE, And SKILLS
Proactively participate in firm initiatives directed by local management
Strong computer skills and knowledge of Microsoft Office products
Industry experience is a plus
Exceptional writing, interpersonal and client service skills
Detail orientated with superior organizational skills and ability to prioritize tasks
Operations Client Service, Senior Associate
By State Street At Westboro, WI, United States
Working knowledge of financial securities markets, language and products as well as legal and regulatory requirements.
Coordinates / manages new services, products, funds, market openings, client corporate activity, fund restructures closures etc.
Bachelor’s degree in finance, business or equivalent. Advanced degree preferred (CPA, MBA or MST).
Demonstrated leadership and decision making abilities.
Knowledge of all products services and processes.
Excellent communications, organization, interpersonal planning, and analytical skills.
Full Time Client Service Associate
By Lake Ridge Bank At Mount Horeb, WI, United States
Keep informed about bank products and services offered
Promote and maintain positive relations with all internal and external contacts, clients and potential clients.
Properly balance and maintain a cash drawer daily
Maintain confidentiality of client information at all times
Complete all annual bank security and compliance training
Participates in community involvement/bank activities as appropriate
Client Service Associate Jobs
By StateServ At United States
General business acumen required and usually obtained through work experience, education or training
Durable medical equipment, pharmacy, managed care or other pertinent health care services industry experience is preferred
A minimum of one year of procurement or customer service experience is required.
Work Experience or Related Experience
Monitors the Open Claims report and follows up with delinquent DME Providers to ensure Claims are adjudicated within the billing period.
Other related departmental duties to be assign as needed.
Client Account Service Associate (Lam)
By Lazard At New York, NY, United States
Asset management operations, custodial and/or broker-dealer experience
3 to 5 years of experience working in a client support function within Financial Services
Experience working with BPM software, such as Appian
In-depth knowledge of onboarding all types of derivative products for client accounts
Coordinate with various internal teams to ensure timely, compliant, and successful onboarding of new clients
Handle requests for compliance and due diligence (KYC)
Part Time Client Service Associate
By Lake Ridge Bank At Cross Plains, WI, United States
Keep informed about bank products and services offered
Promote and maintain positive relations with all internal and external contacts, clients and potential clients.
Properly balance and maintain a cash drawer daily
Maintain confidentiality of client information at all times
Complete all annual bank security and compliance training
Participates in community involvement/bank activities as appropriate
Client Service Associate Part-Time
By Stifel Financial Corp. At Rhinelander, WI, United States
Industry Knowledge - General understanding of the investment brokerage industry and securities regulations with basic knowledge of investment products.
Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client.
Work with the FA(s) and the client in obtaining the required documents based upon the type of account(s) established.
Perform operational or administrative functions for client related requests (i.e., check requests, wiring funds, address change, dividend information, etc.).
Provide reports and other information to FA(s), as requested.
Minimum Required: High School Diploma or equivalent
Service Associate Jobs
By Morgan Stanley At Kirkland, WA, United States
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Remedy and/or escalate service breaks to management team
Strong computer skills and knowledge of Microsoft Office products
Manage documents, including quality reviews for accuracy and completeness, scanning and electronic filing
Serve as a resource to sales, service, risk and Home Office partners on behalf of Service Managers
Industry experience is a plus
Client Service Associate Jobs
By Laurel Wealth Planning At Edina, MN, United States
· Data entry into client relationship management (CRM) system.
· Base: Based on skills and experience; eligible for overtime.
Strong verbal and written communication skills.
Comfortable with technology and data entry. Familiarity with Microsoft Word, Excel and a CRM.
· Work closely with Wealth Managers to prepare materials for client meetings and implement follow-up steps.
· Manage office supplies and environment; mail; printing services.
Client Service Associate Jobs
By Morgan Stanley At Purchase, NY, United States
EDUCATION, EXPERIENCE, KNOWLEDGE, And SKILLS
Proactively participate in firm initiatives directed by local management
Strong computer skills and knowledge of Microsoft Office products
Industry experience is a plus
Exceptional writing, interpersonal and client service skills
Detail orientated with superior organizational skills and ability to prioritize tasks
Client Service Associate* Jobs
By Morgan Stanley At Texas, United States
EDUCATION, EXPERIENCE, KNOWLEDGE, And SKILLS
Proactively participate in firm initiatives directed by local management
Strong computer skills and knowledge of Microsoft Office products
Industry experience is a plus
Exceptional writing, interpersonal and client service skills
Detail orientated with superior organizational skills and ability to prioritize tasks
Registered Client Service Associate
By Morgan Stanley At Erie-Meadville Area, United States
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Proactively participate in firm initiatives directed by local management
Strong computer skills and knowledge of Microsoft Office products
Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
Two or more years of industry experience preferred
Strong industry, product, and branch procedures knowledge
Client Service Associate Jobs
By Hawthorne Lane At Bethesda, MD, United States
Knowledgeable. The successful candidate has at least a year of experience working in an investment, banking, or financial services environment.
Tech-savvy. Candidates must be comfortable working in MS Office and contact management software.
Manage client records in the CRM Database; connect with clients regarding the status of their application.
Generous compensation package including paid time off, 401k, and medical benefits.
Liaise between various internal and external parties to bridge any gaps in communication.
Support marketing efforts by maintaining marketing materials and social media platforms.
Client Service Associate Jobs
By Morgan Stanley At Fresno, CA, United States
EDUCATION, EXPERIENCE, KNOWLEDGE, And SKILLS
Proactively participate in firm initiatives directed by local management
Strong computer skills and knowledge of Microsoft Office products
Industry experience is a plus
Exceptional writing, interpersonal and client service skills
Detail orientated with superior organizational skills and ability to prioritize tasks
Client Service Associate Jobs
By Morgan Stanley At Erie-Meadville Area, United States
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Proactively participate in firm initiatives directed by local management
Strong computer skills and knowledge of Microsoft Office products
Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
Two or more years of industry experience preferred
Strong industry, product, and branch procedures knowledge
Client Service Associate* Jobs
By Morgan Stanley At Fargo-Moorhead, United States
EDUCATION, EXPERIENCE, KNOWLEDGE, And SKILLS
Proactively participate in firm initiatives directed by local management
Strong computer skills and knowledge of Microsoft Office products
Industry experience is a plus
Exceptional writing, interpersonal and client service skills
Detail orientated with superior organizational skills and ability to prioritize tasks
Client Service Associate* Jobs
By Morgan Stanley At New York, NY, United States
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Proactively participate in firm initiatives directed by local management
Strong computer skills and knowledge of Microsoft Office products
Industry experience is a plus
Exceptional writing, interpersonal and client service skills
Detail orientated with superior organizational skills and ability to prioritize tasks
Registered Client Service Associate
By Morgan Stanley At Boulder, CO, United States
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Proactively participate in firm initiatives directed by local management
Strong computer skills and knowledge of Microsoft Office products
Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
Two or more years of industry experience preferred
Strong industry, product, and branch procedures knowledge
Registered Client Service Associate
By Morgan Stanley At Sugar Land, TX, United States
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Proactively participate in firm initiatives directed by local management
Strong computer skills and knowledge of Microsoft Office products
Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
Two or more years of industry experience preferred
Strong industry, product, and branch procedures knowledge
Client Service Associate* Jobs
By Morgan Stanley At Sheboygan Metropolitan Area, United States
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Proactively participate in firm initiatives directed by local management
Strong computer skills and knowledge of Microsoft Office products
Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
Two or more years of industry experience preferred
Strong industry, product, and branch procedures knowledge

Are you looking for a job that combines your customer service skills with a passion for helping others? We are looking for a Client Service Associate to join our team and provide exceptional customer service to our clients. You will be responsible for responding to inquiries, resolving customer issues, and providing guidance and support to our clients. If you are a people-person with excellent communication skills, this is the perfect job for you!

What is Client Service Associate Skill Requirements?

• Excellent customer service and communication skills
• Ability to work in a fast-paced environment
• Ability to multi-task and prioritize tasks
• Proficiency in Microsoft Office
• Knowledge of customer service principles and practices
• Knowledge of relevant computer applications
• Ability to work independently and as part of a team

What is Client Service Associate Qualifications?

• Bachelor’s degree in business, finance, or related field
• Previous experience in customer service or a related field
• Knowledge of customer service principles and practices
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Ability to multi-task and prioritize tasks

What is Client Service Associate Knowledge?

• Knowledge of customer service principles and practices
• Knowledge of relevant computer applications
• Knowledge of financial services products and services
• Knowledge of banking regulations and procedures

What is Client Service Associate Experience?

• Previous experience in customer service or a related field
• Previous experience in the financial services industry

What is Client Service Associate Responsibilities?

• Provide excellent customer service to clients
• Respond to customer inquiries and complaints in a timely manner
• Process customer transactions accurately and efficiently
• Maintain customer records and accounts
• Assist customers with account inquiries and transactions
• Monitor customer accounts