Client Service Associate, Private Wealth Support
711 MS Smith Barney, LLC
Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional support to Financial Advisors and clients in a fast-paced wealth management environment. You will handle account information, onboarding, and digital tool enrollment while maintaining high service standards. The role requires Series 7/66 or 63/65 licensing, a high school diploma (college degree preferred), and 2+ years of industry experience. Proficiency in MS Office and written communication is essential. #J-18808-Ljbffr 711 MS Smith Barney, LLC
- 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...PrivateWork at officeLocal areaWork visa
- Morgan Stanley seeks a Registered Client Service Associate to support Financial Advisors and teams, building trusted client relationships and handling routine account tasks. You will assist with onboarding, digital tool enrollment, and client inquiries in a fast-paced environment...SuggestedWork at office
$53.74k - $88.29k
...Client Service Associate Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services... .... The Client Service Associate supports the Retirement Plan Services team in...SuggestedWork at officeFlexible hours$70k - $90k
...products. Since 2000, Entrust has helped clients make sound financial choices in... ...are seeking an experienced Client Service Associate to join our wealth management team. Working closely with... ...advisors, you will provide non-advisory support that keeps client accounts accurate,...SuggestedWork at office- ...Registered Client Service Associate Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial... ...to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing...SuggestedWork experience placementWork at office
$70k - $85k
...Senior Client Service Associate The Senior Client Service Associate plays a critical role in providing high-level support to both clients and advisors. This position manages complex client interactions, processes detailed account tasks, and handles escalated issues,...Local areaFlexible hours- ...Lead Client Services Associate/Administrator A premier investment advisory firm is seeking a client-centric Lead Client Services Associate.... ...accurate client records. Deliver empathetic, solution-oriented support to enhance client relationship management. Requirements...
- ...step in your financial services relationship management... ...join our growing Advice & Wealth Management division as... ...ultra-high-net-worth clients, each holding between $... ...increasing share of wallet, private equity, trusts, margin,... ...and client impact.4. Support strategic planning for...PrivateFull timeWork at officeRemote workRelocation packageMonday to Friday
- ...Job Description POSITION SUMMARY Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client... ...firm to clients. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT • Cultivate and enhance new and existing client relationships...Full timeWork at officeLocal area
- ...Client Service Specialist Waldron Private Wealth (Waldron) is looking for a Client Service Specialist to provide operational and administrative assistance to the Client Services (CS) Department and concierge level administrative service for the firm's high net-worth...Private
- Univest Wealth Division (Girard) seeks a Strategic Advisor to grow into a lead advisor role for business owners and high-net-worth families... ...with senior guidance and a clear path to independent client management within 18-24 months. The role emphasizes liquidity events...Private
$14 - $17 per hour
Front Desk Customer Service Representative Promotes quality customer service and processes... ...manages birthday/pool parties. Supervises private party staff. Resolves customer concerns/... ...literature. Provides occasional administrative support for management personnel, including the...PrivateHourly pay- ...Associate Director, Client Advisory Newtown Square, PA Pathstone is a growing wealth management firm serving ultra-high net... ...confidence, and long-term support across the full... ...well-being. Our services include investment... ...wealth management, private banking, family...PrivateWork at officeFlexible hours
- ...administrative financial services company that... ...innovative, and expert team to support our families and... ...responsibilities of our Accounting Associate below! Job Description... ...related experiences, client service-oriented... ...investments (private equity, hedge funds, etc...PrivateWork at office
- ...coordinating, and executing all private events, on-site functions,... ...efficiency, and consistency in service standards across all... ...Responsibilities Event Sales & Client Management Serve as the primary... ...events, and holidays. Support development of digital and printed...PrivateSeasonal workShift workWeekend workAfternoon shift
$15.5 per hour
...2 United States Role Summary In collaboration with the Design Manager and Design Leads, the Design Services Assistant supports the container design projects and private events in-store, off-site, and in private residential settings. They support the operational tasks of...PrivateFlexible hours- A premier Wealth Management firm in Plymouth Meeting, PA is looking for an Associate Client Advisor to support Client Advisors by preparing materials, organizing financial data, and... ...and 0-2 years of experience in financial services. This role offers growth potential into...
$17 per hour
...Seasonal Client Support Associate We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relationships with clients, then look no further and apply today! Join our...Hourly payExtra incomeFull timePart timeLocal areaFlexible hoursShift work- ...the life insurance, financial services, and protection industries.... ...the financial futures of their clients. Overview As a global market... ...are committed to building a supportive and inclusive environment for... ...Possesses advanced knowledge of the wealth management industry,...Work at officeRemote workFlexible hours
- ...seeks a Fiduciary and Tax Manager for a private family office in Newtown Square, PA.... ..., and fiduciary accounting to support the family’s wealth structures. You will collaborate with... ...estate planning, complex tax issues, and client service, requiring 7+ years of tax...PrivateWork at office
$15 - $17 per hour
...Front Desk / Sales and Service Representative As a Front Desk Receptionist at Goldfish... ...manages birthday/pool parties. Supervises private party staff. # Resolves customer concerns... .... # Provides occasional administrative support for management personnel, including the...PrivateHourly payWork at officeShift work$12 per hour
...established, successful, innovative company that supports your professional development. We are seeking an enthusiastic Customer Service Representative (CSR) to sell iFLY’s unique... ...Holidays 401k retirement investment Private Wellness Coaching Employee Assistance Programs...PrivateHourly payFull timeWeekend work$19 - $22 per hour
...high-quality products, exceptional service, and compassionate support that helps patients live more comfortably... ...coverage (Medicare, Medicaid, private payers). Manage several tasks at... ...employees without regard to membership in, association with, or perception of race, color,...PrivateHourly payWork experience placementWork at officeLocal areaWork from home$48.5k - $60.6k
...that isredefining the future of wealth management byhelpingadvisors... ..., and industry leading support.Backed byover25 years of experience... ...the Portfolio Administration Services team within Trade Services,... ...monitoring and administration of client accounts on Envestnet’s...Work experience placementWork at office- ...Client Experience - Concierge Profile The Concierge serves as... ...needs, and providing seamless service throughout their visit. The Concierge... ...experiences, and support the sales team in delivering... ...coordinating in-store experiences, private appointments, and special...PrivateTemporary workWork at office
- ...Senior Registered Client Associate In Wealth And Investment ManagementWells Fargo is seeking a Senior... ...PF) Financial Advisor(s) with sales, service, and operational related activities such... ...and record keeping necessary to support efforts to service and grow client relationshipsAct...Ongoing contractWork experience placementWork at officeImmediate start
- ...training) Job Title : Front Desk Customer Service Representative Reports to : General... ...birthday/pool parties. Supervises private party staff. # Resolves customer concerns... .... # Provides occasional administrative support for management personnel, including the General...PrivateWork experience placementFlexible hoursNight shift
$52k - $75.4k
...Looking For A leader within the Private Equity and Real Assets Fund Services business unit of the State... ...and administrative support to premier real estate fund clients. Join this growing team that... ...our customers. As a Senior Associate you will be responsible for...PrivateTemporary workFlexible hours- ...Job Description Waldron Private Wealth (Waldron) is looking for a Managing... ..., development, and service delivery of Wealth Advisors and... ...ensuring a high-quality, consistent client experience. In this role... ...across advisors. # Lead and support on-the-job training (OJT) for...Private
- ...Manager, Biologics to call on hospitals, wound care centers and private offices in the US market. You will promote Santyl, Iodosorb and... ...presentation and analytical skills. A hybrid work model is supported with competitive compensation and benefits. #J-18808-Ljbffr Smith+NephewPrivate
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Service Associate, Private Wealth Support. Be the first to apply!
- environmental services attendant Newtown Square, PA
- family services specialist Newtown Square, PA
- car service advisor Newtown Square, PA
- human services specialist Newtown Square, PA
- environmental service aide Newtown Square, PA
- toyota service advisor Newtown Square, PA
- service advisors Newtown Square, PA
- health services administrator Newtown Square, PA
- food service officer Newtown Square, PA
- service consultant Newtown Square, PA



