Senior Client Service Associate — Modern Financial Experience
Morgan Stanley
Morgan Stanley in New Jersey seeks a Registered Client Service Associate (CSA) to support client relationships, process requests, and guide clients through banking products and digital platforms. The role requires Series 7 and 66 or Series 63/65 licenses, a minimum of two years of industry experience, and a high school diploma with college degree preferred; emphasis on accuracy, communication, and teamwork. #J-18808-Ljbffr Morgan Stanley
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Senior Client Service Associate — Modern Financial Experience in Paramus, NJ vacancy
$68k - $90k
...Registered Client Service Associate Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered... ...direction of clients and/or Financial Advisor(s), discuss...FinancialTemporary workWork at officeLocal area- ...A leading financial services firm in New Jersey is seeking Registered Client Service Associates to provide exceptional service. The role involves supporting Financial Advisors... ...for two or more years of industry experience. This is an opportunity to join a firm's collaborative...Financial
PowerToFly
Paramus, NJ4 days ago - ...Client Service AssociateClient Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular... ...Wealth AdvisorEducation and/or Experience:High School Diploma/Equivalency, College...FinancialWork at officeLocal area
Morgan Stanley
Paramus, NJ5 days ago $31.2k - $90k
...POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams... ...direction of the FA/PWA Education and/or Experience High School Diploma/Equivalency College degree...FinancialTemporary workWork at officeLocal area711 MS Smith Barney, LLC
Paramus, NJ5 days ago$32.92k - $90k
POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams... ...the direction of the FA/PWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS Education and/or Experience...FinancialTemporary workWork at officeLocal area$65k - $80k
...Client Service Associate Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client... ...service. Education/Previous Experience High School Diploma or equivalent...FinancialWork experience placementWork at office$80k - $95k
Job Overview - Client Service Associate (Wealth Management) Atlantic Group is hiring a Client Service Associate (Wealth... ...investment operations while partnering closely with financial advisors. The ideal candidate has experience within a registered investment advisor or...FinancialWork at officeMonday to Friday$25 - $35 per hour
...Compensation: $25.00 to $35.00 per hour, based on experience Schedule: Monday through Friday, flexible hours... ...potential About the Opportunity We are seeking a Client Services Associate to support a team of Financial Advisors in Pearl River, NY. This role offers...FinancialHourly payFull timePart timeWork experience placementWork at officeLocal areaRemote workWork from homeMonday to FridayFlexible hoursArk Asset Advisors
Pearl River, NYa month ago$65k - $90k
...NY 10965 Company: Wells Fargo Financial Network Job post summary Date... ...work from home. Must have Financial Services experience as a Sales Assistant extra if... ...experience. POSITION SUMMARY: The Client Services Associate enhances the client experience by providing...FinancialFull timeWork experience placementWork at officeLocal areaRemote workWork from homeMonday to FridayFlexible hoursArk Asset Advisors
Pearl River, NYa month ago- Ark Asset Advisors in Pearl River, NY is seeking a Client Services Associate to support a team of Financial Advisors in a flexible, part-time role with potential for full-time growth. The position offers some remote work, paid time off, and a client-focused operating environment...FinancialRemote jobFull timePart timeFlexible hours
$19 - $20 per hour
...Job Title: Client Services Associate Position Overview: The Client Services Associate/Hospitality & Workplace Operations Associate is responsible... ..., and facilities coordination to ensure an exceptional experience for employees and guests. The ideal candidate is detail‑oriented...Hourly payTemporary workWork at officeImmediate startDay shiftSPS North America Inc
East Rutherford, NJ3 days ago$24.36 - $29.58 per hour
...Senior Branch Member Account Specialist We're in... ...home, or improve their financial wellness one step at a... ...provide exceptional service, help members navigate... ...and delivering a member experience that reflects Visions'... ...qualifications: Associate degree Two to four...FinancialSeniorWork experience placementWork at officeFlexible hours- ...Welcome Centers Central Services A great place to work. Current... ...excellence, and customer experience, Applegreen combines fuel... ...The company is known for modern facilities, strong... ...to support the health and financial well-being of our associates and families. Available benefits...FinancialSeniorWork at officeLocal areaRemote work2 days per week3 days per week
Applegreen Travel Plazas
Ridgewood, NJ5 days ago $41.2k - $76.8k
...Client Service Associate, Business Insurance Award-winning, inclusive, top workplace culture doesn't happen overnight. It's a result of hard... ...your professional track record includes these skills and experiences: At least one year of Property & Casualty Insurance...Minimum wageWork at officeLocal areaNight shift$160k - $190k
...Senior Tax ManagerOradell, NJModera Wealth Management... ...impact on the lives of our clients through comprehensive financial planning and intelligent... ...clients a personalized service experience with our distinct combination... ...pay for individual associates include: experience, skills...FinancialSeniorFull timeTemporary workWork at officeLocal areaRemote workModera Wealth Management
Oradell, NJ3 days ago$102.5k - $187.9k
...deliver exceptional client service - providing advice on... ...support. Our Advisory Seniors specialize in serving... ...-4 years of relevant experience A minimum of three years... ...a component of the modern EPM solutions... ...support your physical, financial, and emotional well-being...FinancialSeniorSummer holidayFlexible hours$88.4k - $132.6k
...This role involves identifying and expanding relationships with affluent clients, anticipating their financial needs, and providing personalized solutions. Candidates should have 5-8 years of experience, strong financial analysis, and relevant FINRA registrations. The...FinancialSeniorFull time- Morgan Stanley in Paramus, NJ seeks a Registered Client Service Associate to provide exceptional client service and support Financial Advisors in daily activities. You will help cultivate relationships, process transactions, and manage account data within a fast-paced...Financial
- ...Community College in Paramus, NJ is seeking a Senior Financial Aid Specialist, Operations to... ...financial aid programs with a strong customer service orientation. The role involves guiding... ...'s degree and 3+ years of relevant experience in financial aid, preferably at a community...FinancialSenior
$170.5k - $284.1k
...comprehensive investment management services to Wealth Advisory Services clients. Operates within a professional... ...offering consistent with the individual financial goals of clients. Recommends... ...their representatives.Education and Experience Required:Bachelor’s degree and a...FinancialSeniorFull timeWork experience placementWork at office- ...world's premier global financial institution? We're... ...advisor-facing digital experiences within the Private Bank... ...digital products and services—delivering seamless, user... ...advisors to serve clients efficiently, manage portfolios... ...design decisions to senior stakeholders and...FinancialSenior
Chase
Passaic, NJ4 days ago $85k - $115k
...delivering real value to our clients. Our mission is to provide exceptional service while fostering long‑... ...for you! Position Senior Associate, Senior Associate in... ...‑side and sell‑side financial due diligence procedures... ...3‑4 years of experience in transaction advisory...FinancialSeniorFull timeLocal areaFlexible hours3 days per week- ...management and investment products and services for individuals, companies, and... ...and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life... ...array of different skills and experiences that individuals bring from all...FinancialSeasonal workWork at officeWork from homeShift workDay shift
Bank of America
Fair Lawn, NJ5 days ago - ...Registered Wealth Management Client Associate Paramus, New Jersey... ...and investment products and services for individuals, companies,... ...and guidance. Merrill’s Financial Advisors and Wealth Management... ...of different skills and experiences that individuals bring from...FinancialSeasonal workWork at officeWork from homeShift workDay shift
Bank of America
Paramus, NJ3 days ago - Job Overview As a Customer Experience Colleague, you will create exceptional... ...'ll also play a key part in client relationship building through... ...experience. In addition to service and selling, you'll support... ...health counseling and legal/financial advice. 401(k) match....FinancialFull timeFlexible hoursAfternoon shift
$95k - $119k
POSITION: Senior Financial AnalystLOCATION: Mahwah, NJRECRUITMENT RANGE:... ...of JLR.At the core of these experiences are the products themselves.... ...is reimagining the future of modern luxury by design through our... ...electrification and other ad hoc products/services. This includes reporting,...FinancialSeniorWork at office- ...planning and preparation, and financial consulting is seeking a Senior Accountant to join its team.... ...is dedicated to providing clients with professional, personalized services and guidance in a wide range... ...Salary will be commensurate with experience. Responsibilities: ·...FinancialSeniorFlexible hours
Matrix Executive Search, LLC
Hackensack, NJ5 days ago - ...Not only do they provide a level of service to their clients, but they also treat their employees... ...doing a mix of 1040 tax returns and financial planning for their wealth management... ...River Edge, New Jersey. If you have experience with wealth management, financial planning...FinancialSeniorWork at office
- ...provides audit, tax and advisory services for organizations in today's... ...delivering real results for our clients. It's also enabled by our culture... ....KPMG is currently seeking an Associate Director, Senior Service Designer (GenAI Experience) to join our Digital Nexus...SeniorH1bLocal area
- ...individuals, firms, and clients alike. That's why... ...to help modernize the profession. Our... ...detail-oriented Senior Tax Accountant to... ...tax expertise and experience preparing tax returns... ...excellent client service skills, the ability... ...Review client financial statements and supporting...FinancialSeniorTemporary workLocal area
Crete Professionals Alliance
Glen Rock, NJ4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Client Service Associate — Modern Financial Experience. Be the first to apply!
Related searches
- veterans service officer Paramus, NJ
- public service officer Paramus, NJ
- service consultant Paramus, NJ
- service advisors Paramus, NJ
- information technology and services consultant Paramus, NJ
- car service advisor Paramus, NJ
- member services specialist Paramus, NJ
- facility service associate Paramus, NJ
- service worker Paramus, NJ
- environmental service aide Paramus, NJ