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Client Service Associate Jobs

Client Service Associate Jobs
By Morgan Stanley At , New York, 10036, Ny
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
Portuguese speaking skills a plus
Exceptional writing, interpersonal and client service skills
Cib - Client Service - Associate I
By JPMorgan Chase Bank, N.A. At , Brooklyn, Ny $76,000 - $106,000 a year
Operate effectively in a dynamic environment with tight deadlines and can exhibit time management skills
Required qualifications, Capabilities, and Skills
Preferred qualifications, Capabilities, and Skills
Collaborate with Client Service Teams and manage client expectations and concerns, with focus on delivering unparalleled client experience
Knowledge of financial markets, trade lifecycle, and settlement practices
Strong analytical & problem solving skills with proactive mindset to drive change
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
Client Service Associate* Jobs
By Morgan Stanley At Medford, OR, 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 JPMorgan Chase Bank, N.A. At , New York, Ny $76,000 - $106,000 a year
Required qualifications, capabilities and skills
Preferred qualifications, capabilities and skills
Excellent organizational skills and the ability to manage, prioritize, work under pressure, and meet tight deadlines
Share your knowledge and become a mentor to help your team succeed.
Strong experience of Over the counter (OTC) Credit & Rates derivatives products
Excellent verbal and written communication skills.
Client Service Associate Jobs
By Guidepoint At , Phoenix, Az $55,000 a year
Built-in mentorship to help you drive and improve your project management and customer service skills, to deliver excellent results for clients
Excellent time management and organizational skills
Work with Project Managers to develop strategies for satisfying each client project request
Excellent written and verbal communication skills
Commuter benefits and a corporate gym rate
Hard-working professionals who strive for excellence
Client Service Associate Jobs
By Morgan Stanley At Springfield, MO, 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 Texas Wealth Management, LLC At , Houston, 77058, Tx From $70,000 a year
At Texas Wealth Management, LLC we offer a professional (and fun) working environment:
Customer relationship management: 2 years (Preferred)
Possesses excellent communication and organizational skills
Solid problem solving and analytic abilities
Two plus years of experience in a similar position preferred
Competitive starting salary (70k+ possible depending on qualifications)
2023 Summer Associate, Client Service
By Boston Common Asset Management At Boston, MA, United States
The Client Service Summer Associate will support Boston Common’s client service and relationship management team. They will:
Superior organizational skills and attention to detail
Strong oral and written communication skills with a straightforward approach
Enthusiasm for and knowledge of financial markets, sustainable investing, and ESG issue areas are a plus
Run data reports and respond to audit confirmation letters.
Work in Salesforce to complete account maintenance projects.
Client Service Associate Jobs
By NorthAvenue Financial Advocates At Columbus, Ohio Metropolitan Area, United States
Business or Job Specific Knowledge.Familiarity with tax planning, investments, estate planning, insurance, retirement, and education planning.
Manage client appointment calendar and schedule client meetings for all Senior & Lead Advisors.
TD Ameritrade, Schwab, Redtail CRM, eMoney, Tamarac, and ByAllAccounts experience is a plus!
Company-paid CFP® review materials, test expenses, annual designation fees, continuing education, and one conference and travel each year.
Business or Job Specific Knowledge.
Monitor client connections to outside accounts and assist them with troubleshooting any issues.
Client Service Associate Jobs
By Arrow Search Partners At Greenwich, CT, United States
3-5 years of relevant experience preferable from an alternative investment firm
Coordinate and undertake investor document collection and review with the fund administrator and fund counsel
Assist investors with document completion and other questions related to their investments
Maintain internal investor capital activity and CRM databases
Partner with internal and external fund counsel and administrators to implement new investor rules and regulations
Regular reconciliation with fund administrators to ensure smooth and accurate processing of capital activity and investor records

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