Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Licensed Client Services Associate

Morgan Stanley

Morgan Stanley is seeking a Registered Client Service Associate in the Town of Florida. This pivotal role focuses on enhancing client experiences and facilitating business growth through exceptional service. Candidates must possess strong industry knowledge and excellent communication skills. Responsibilities include managing client relationships, processing requests, and collaborating with Financial Advisors. A high school diploma is required, with additional licenses preferred. #J-18808-Ljbffr Morgan Stanley

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Licensed Client Services Associate in Florida, NY vacancy
  •  ...of the relationship management initiative with their respective client base. Research follow-up and resolve client inquiries and...  ...wire transfer, credit, and investment. Qualifications Series 7 License 5 years of industry related experience Exceptional follow-up and... 
    Suggested

    Itau US

    Florida, NY
    2 days ago
  •  ...PowerToFly is seeking a Client Service Associate in Town of Florida, NY to provide exceptional client support to Financial Advisors and teams....  ...Candidates with a high school diploma and a willingness to obtain financial licenses are encouraged to apply. #J-18808-Ljbffr... 
    Suggested
    Work at office

    PowerToFly

    Florida, NY
    2 days ago
  •  ...their prospective and existing clients and other branch staff team...  ...history and recognition for service and excellence in the Financial...  ...Registered Client Service Associate who is a motivated, detail‑oriented...  ...by Human Resources. Licenses / Certifications SIE required... 
    Suggested
    Work experience placement
    Work at office

    Raymond James

    Florida, NY
    2 days ago
  •  ...We're a diversified financial services leader with more than $1.5...  ...small business and institutional clients. We are a longstanding leader...  ...a Registered Client Service Associate, you will provide dedicated...  ...Life, Accident, and Health licenses & Variable Contracts or ability... 
    Suggested
    Home office

    Ameriprise Financial Services, LLC

    Florida, NY
    4 days ago
  • JPMorgan Chase & Co. is seeking a Client Associate in New York to provide exceptional wealth management services to ultra-high net worth clients. You will assist Financial...  ...'s degree and must obtain Series 7 & 66 licenses within 180 days. Key responsibilities include... 
    Suggested

    JPMorgan Chase & Co.

    Florida, NY
    10 hours ago
  •  ...their prospective and existing clients and other branch staff team...  ...history and recognition for service and excellence in the Financial...  ...Registered Client Service Associate who is a motivated, detail oriented...  ...by Human Resources.**Licenses/Certifications*** SIE required... 
    Work experience placement
    Work at office

    Fwainvest

    Florida, NY
    4 days ago
  • $39.8k - $59.5k

     ...Stifel strives for a culture that puts its clients and associates first: a culture where everyone...  ...Under immediate supervision, Client Services Associate (NR) assists one or more Financial...  ...2 years clerical/related industry Licenses & Credentials ~ Minimum Required:... 
    Work at office
    Immediate start
    Flexible hours

    Stifel Financial

    Goshen, NY
    2 days ago
  • A benefits solutions provider is seeking motivated individuals for a remote role focused on client interactions and personalized insurance solutions. Candidates will work virtually from any location, offering comprehensive training and opportunities for career growth.... 
    Remote work

    AO Garcia Agency

    Florida, NY
    3 days ago
  •  ...Responsibilities Provide exceptional service to clients and support Financial Advisors and Private Wealth Advisors, building strong client relationships and assisting with everyday needs. Client Support Support the FA/PWA/team in cultivating and enhancing new and existing... 
    Work at office
    Local area

    711 MS Smith Barney, LLC

    Florida, NY
    2 days ago
  •  ...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... 
    Work at office
    Local area

    PowerToFly

    Florida, NY
    2 days ago
  •  ...Introduction At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’...  ...think of Gallagher. How you'll make an impact The Branch Client Service Associate I is accountable for delivering high quality and efficient... 
    Full time
    Live out
    Work at office
    Local area
    Flexible hours

    Arthur J. Gallagher & Co.

    Florida, NY
    2 days ago
  • 711 MS Smith Barney, LLC in New York seeks a client support specialist to provide exceptional service to clients and support Financial Advisors. The role involves executing transactions, answering inquiries, onboarding accounts, and assisting with marketing strategies.... 
    Work at office

    711 MS Smith Barney, LLC

    Florida, NY
    2 days ago
  • Confidential is seeking a Client Service Representative in Miramar, Florida to join their team. The ideal candidate will thrive in in-person events and provide top-notch customer service while representing charity clients positively. The role involves solving problems,... 
    Weekly pay

    Confidential

    Florida, NY
    10 hours ago
  • A prestigious financial services firm is seeking a Bilingual Private Wealth Client Services Associate in New York. The ideal candidate will have 1+ years of experience dealing with high-net-worth individuals, along with full professional proficiency in both English and... 

    Ascendo Resources

    Florida, NY
    2 days ago
  • $60k - $70k

    Better Talent is seeking a Client Service Associate to support our financial advisors and clients in Florida. Your role will involve managing retirement planning services, account management, and ensuring seamless operations. Ideal candidates have strong organizational... 

    Better Talent

    Florida, NY
    1 day ago
  • Women Veterans Interactive is seeking a dedicated Client Service Support professional for Merrill Wealth Management in New York. The role focuses on providing high-quality client service and fostering strong relationships with clients, ensuring they are educated on all... 
    Work at office

    Women Veterans Interactive

    Florida, NY
    2 days ago
  • Position Summary Registered Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the full... 
    Work at office
    Local area

    Morgan Stanley

    Florida, NY
    2 days ago
  • Fwainvest is looking for a motivated Registered Client Service Associate to provide high-quality administrative support to Financial Advisors and clients. The role requires effective communication across multiple platforms, organizational skills, and the ability to manage... 

    Fwainvest

    Florida, NY
    4 days ago
  • Northern Trust Corp is seeking a Registered Associate II in Bonita Springs, FL. This role entails supporting Financial Advisors through client service management and account onboarding. The ideal candidate will have financial knowledge, strong communication, and organizational... 

    Northern Trust Corp

    Florida, NY
    10 hours ago
  • JPMorgan Chase & Co. is seeking a Client Associate to join their Wealth Management team in New York. In this role, you will assist Financial...  ...holds a Bachelor's degree and must obtain Series 7 & 66 licenses within 180 days. Strong communication and problem-solving skills... 

    JPMorgan Chase & Co.

    Florida, NY
    1 day ago
  • Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you will be at the heart...  ...exceptional wealth management services to ultra‑high net worth clients. Join our...  ...equivalent experience. Series 7 & 66 licenses upon hire or must successfully obtain within... 
    Local area

    JPMorganChase

    Florida, NY
    3 days ago
  •  ...0746081 Job Category Banking Associates Business Unit Consumer & Community...  ...enthusiasm for helping our clients, taking care of our employees...  ...extraordinary customer service while maintaining a strong commitment...  ...A valid and active Series 7 license is required or may be... 
    Full time

    JPMorgan Chase & Co.

    Florida, NY
    1 day ago
  • $55k - $75k

     ...local insurance agency in Miramar Beach is seeking an Account Associate to establish customer relationships and market insurance products...  ...agency. Applicants should be prepared to complete necessary licensing requirements. Compensation ranges from $55,000 to $75,000 per... 
    Local area

    Jimliufau

    Florida, NY
    10 hours ago
  • Carr, Riggs & Ingram is looking for a Senior Associate in Client Accounting & Advisory Services based in New York. This role involves managing client accounts, bookkeeping, payroll, and various consulting services. Candidates should have a Bachelor's degree in accounting... 
    Visa sponsorship

    Carr, Riggs & Ingram

    Florida, NY
    3 days ago
  • Bank of America in Town of Florida is seeking a client service support associate to assist multiple Financial Advisors. The role emphasizes operational excellence and client advocacy, ensuring timely and accurate service. Ideal candidates will have a High School diploma... 

    Bank of America

    Florida, NY
    10 hours ago
  • Exceptional Career Opportunity: Bilingual Private Wealth Client Services Associate Ascendo is excited to present this opportunity in the financial services industry. We are partnering with a prestigious multi-family office that is currently experiencing an amazing period... 
    Work at office

    Ascendo Resources

    Florida, NY
    2 days ago
  • Job Overview This role provides client service support to multiple Financial Advisors, supporting...  ...advocacy within their business. The associate serves as the primary point of contact...  ...registrations preferred; if hired without licenses, depending on the needs of the business... 
    Seasonal work
    Shift work
    Day shift

    Bank of America

    Florida, NY
    2 days ago
  •  ...management and investment products and services for individuals, companies, and institutions...  ...Advisors and Wealth Management Client Associates help clients pursue the life they envision...  ...registrations preferred; if hired without licenses, depending on the needs of the business... 
    Seasonal work
    Work at office
    Shift work
    Day shift

    Role, Inc.

    Florida, NY
    2 days ago
  • A global wealth management firm seeks a Client Service Associate to enhance client experiences and elevate the brand. The ideal candidate will have a Bachelor's degree and 2+ years in client services within financial services. You will manage workflows, maintain CRM accuracy... 
    Full time

    UBS

    Florida, NY
    3 days ago
  • $41.6k - $62.4k

    Bilingual Service Consultant (4-40 License & Fluency in Spanish are required) Job Category: Sales Requisition Number: SERVI037812 Posted: May 28,...  ...service. Routinely conduct consultative conversations with clients to ensure all coverage needs are addressed. Generate and... 
    Full time

    Insureone-Insurance-Services-America-LLC-1

    Florida, NY
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Licensed Client Services Associate. Be the first to apply!