Private Wealth Client Services Associate

Morgan Stanley

Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional client service and administrative support to Financial Advisors and Private Wealth Advisor teams. The role involves handling routine client inquiries, processing basic transactions, onboarding clients, and educating them on digital tools.

Strong communication and organizational skills are essential. Ideal candidates will have a High School Diploma or equivalent, professional securities licenses (Series 7, 66,

#J-18808-Ljbffr

Apply

Vacancy posted 4 days ago

Similar jobs that could be interesting for youBased on the Private Wealth Client Services Associate in Harahan, LA vacancy

Private Wealth Management Registered Client Service Associate
...Registered Client Service AssociateRegistered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role build...
Suggested
Work at office
Local area
Morgan Stanley
New Orleans, LA
3 days ago
Private Wealth Management Client Service Associate
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...
Suggested
Work at office
Local area
Work visa
PowerToFly
New Orleans, LA
4 days ago
Private Wealth Management Registered Client Service Associate
...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 relationships...
Suggested
Full time
Work at office
Local area
Morgan Stanley
New Orleans, LA
1 day ago
Administrative Assistant/Client Service Associate
$48k - $58k
...Administrative Assistant/Client Service Associate Job Description: Crescent Sterling, Ltd. is seeking a detail-oriented and proactive Administrative Assistant / Client Service Associate with financial services experience to join our team. In this multi-faceted role...
Suggested
Full time
Work at office
Crescent Sterling
Metairie, LA
5 days ago
Client Services Associate
...Client Services AssociateNola Management Group Inc. is looking to fill an immediate need for a Client Services Associate to join our dynamic team. This position favors individuals who have exceptional people skills and a passion for customer service. No prior experience...
Suggested
Immediate start
NOLA Management Group
Gretna, LA
5 days ago
Client Service Associate - New Orleans, LA
...Client Service AssociateCelebrating 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 Associate who is a motivated, detail oriented and creative problem...
Work experience placement
Work at office
Raymond James Financial Services
New Orleans, LA
5 days ago
Client Services Associate
...This is an entry-level, on-site position that provides responsive, relationship-focused service to clients through direct communication and onsite support. The role is designed for a people-oriented candidate who enjoys working in a collaborative environment and communicating...
Platinum Coastal Group Inc
New Orleans, LA
1 day ago
Client Service Associate
$50k - $60k
...Client Service Associate At Messa Sync, we specialize in delivering high-impact communication strategies and solutions for our clients across various sectors. With a commitment to precision, professionalism, and people-driven results, we build meaningful connections...
Work at office
Alphabe Insight
New Orleans, LA
12 hours ago
Customer Service Associate II
...Customer Service Associate IIYour positive, friendly disposition and eagerness to get things done make you the right person for our Customer... ...: We offer a wide variety of rewards to support your health, wealth, and mental well-being. In addition to medical, pharmacy, dental...
Contract work
Part time
Local area
Dollar Tree
Kenner, LA
5 days ago
Senior Client Management Associate
...Senior Client Management AssociateCAPTRUST is seeking a Senior Client Management Associate who uses specialized knowledge and skills, obtained... ...providing excellent client service. The candidate for this role... ..., proactive service to the Wealth Client Service team and/or Advisors...
Temporary work
Work at office
Local area
Flexible hours
CAPTRUST
New Orleans, LA
4 days ago
Customer Service Associate I
...Customer Service AssociateWe're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include... ...a wide variety of rewards to support your health, wealth, and mental well-being. In addition to medical, pharmacy...
Contract work
Part time
Local area
Family Dollar
Metairie, LA
3 days ago
Customer Service Associate II
Your Role: As a Customer Service Associate II, you’ll be responsible for assisting with the daily operations of your assigned store, from merchandising... ...: We offer a wide variety of rewards to support your health, wealth, and mental well‑being. In addition to medical, pharmacy,...
Contract work
Part time
Local area
Dollar Tree Stores INC
Metairie, LA
2 days ago
Government Services Manager Consultant- FEMA
...seeking a Manager - FEMA in our Government Services Practice . What Work You Will Be... ...completing annual evaluations. Evaluate client needs and engagement scope, manage activities... ...preferred. Certified Emergency Manager (CEM), Associate Emergency Manager (AEM), Program...
Work at office
Local area
Remote work
EisnerAmper
Metairie, LA
3 days ago
(USA) Tire and Battery Service Advisor
$19 - $27 per hour
(USA) Tire and Battery Service Advisor Sam's Club #4775 3900 Airline Dr Metairie, LA 70001-5704 Shifts may vary Position Summary... ...the value of merchandise and services and collaborating with associates across the club to promote member awareness of TBC offerings...
Hourly pay
Minimum wage
Full time
Temporary work
Part time
Shift work
Sam's Club
Metairie, LA
2 days ago
Automotive Service Advisor
$60k - $120k
...Automotive Service AdvisorToyota of Kenner is seeking a highly motivated and customer service-oriented individual to join our team as... ...providing exceptional customer service and sales support to our clients by assisting them with their automotive service needs.Compensation...
Base plus commission
Full time
Nissan Williamsburg
Metairie, LA
3 days ago
Automotive Service Advisor: Customer Care & Parts Sales
...is seeking a customer-focused team member in Metairie, LA to engage customers, schedule appointments, and drive sales of parts and services. You will handle service desk and register duties, perform express automotive services, and support management in maintaining...
AutoPlus
Metairie, LA
17 hours ago
SERVICE ADVISOR - MB Ford Metairie
...Automotive Service AdvisorThe Automotive Service Advisor is responsible for scheduling automotive repair and maintenance services, interacting with customers to determine the type of services they require, and explaining the cost of services to customers. The Automotive...
Work at office
Matt Bowers Automotive Group
Metairie, LA
16 hours ago
Service Advisor - Lakeside Shopping Center
...Service AdvisorThe mission of the Service Department is to deliver highly efficient and elevated Service Counter experiences.Aritzia... ...elevated service to support loyal, enduring relationships with the client. As a Service Advisor, you will deliver Everyday Luxury...
Aritzia
Metairie, LA
15 hours ago
Service Advisor
$40k
...Service AdvisorThe Service Advisor sells and schedules needed service work on commercial trucks and equipment for the dealership service department.Rush Truck Centers opens the door to the world of opportunity. We are the largest network of commercial vehicle dealerships...
Rush Enterprises
Harahan, LA
2 days ago
Customer Service Officers
...Service AdvisorThe responsibilities of a Service Advisor include greeting customers, listening to their needs, and scheduling appointments as needed. They may also set up loaner cars and verify insurance before maintenance is scheduled.By working at a Ford dealership,...
Local area
Matt Bowers Ford
Metairie, LA
3 days ago
SERVICE ADVISOR - MB Infiniti Metairie
...Automotive Service AdvisorAre you a driven and customer-focused individual with a passion for the automotive industry? We are seeking a skilled Automotive Service Advisor to join our Infiniti Metairie team.Responsibilities:Greet customers and listen to their concerns regarding...
Matt Bowers Automotive Group
Metairie, LA
5 days ago
Customer Service Officers
...Opportunity At CarMaxUnder general supervision, deliver exceptional customer service by acting as a liaison between the customer and retail technician (Traditional), or mechanical associate (Flow) on the phone before, during, and after the service/repair processes.Meet...
Work at office
Flexible hours
Night shift
CarMax
Kenner, LA
5 days ago
Service Advisor
...Service Advisor Position at Paretti Jaguar Land Rover New OrleansParetti Jaguar Land Rover... ...” versus “transactional” with our client base. Jaguar and Land Rover are two iconic... ...minimal diagnostic fee with explanation of associated cost, detailing problems and pertinent...
Work at office
Local area
Paretti Imports
Metairie, LA
1 day ago
Automotive Service Advisor | Customer Care & Parts Sales
...The Pep Boys Manny Moe & Jack LLC in Metairie, LA, is seeking a customer-focused team member to serve at the service desk, on the sales floor, and at the register. You will engage customers, schedule appointments, and sell parts and services that keep vehicles running...
The Pep Boys Manny Moe & Jack LLC
Metairie, LA
17 hours ago
Assistant Service Manager
...Assistant Service Manager – AutomotiveWe need a Service Advisor who is an expert in the art and science of customer service. Must be... ...vehicles are ready for pick upReview and explain repairs and associated costs with customersHandle minor customer concerns and complaintsKeep...
Lakeside Toyota
Metairie, LA
2 days ago
Deaf Services Program Specialist
...Description JOB SUMMARY The Deaf Services Program Specialist (DSPS) provides direct program support, coordination, and advocacy services... ...for documentation. Complete Needs Assessments and refer clients to appropriate resources in a timely manner. Schedule American...
Full time
Contract work
For contractors
Casual work
Work at office
Long distance
Monday to Friday
Flexible hours
Afternoon shift
The Lighthouse for the Blind in New Orleans
Harahan, LA
3 days ago
Patient Services Associate - Front Desk
...Patient Services Associate - Front Desk At St. Thomas Community Health Center our mission is to provide culturally competent healthcare of the highest quality, regardless of the patient’s ability to pay. We foster relevant research and educational activities directed...
Full time
Temporary work
Work at office
St Thomas Community Health Center
Harahan, LA
16 hours ago
Guest Services Associate - Live Racing & Slots
...Fair Grounds Race Course & Slots in New Orleans seeks a Guest Services Clerk to handle customer inquiries, ticketing, and event support across the facility, including admissions, program distribution, and will call. The role demands professional customer service and accuracy...
Fair Grounds
Harahan, LA
3 days ago
Service Systems Specialist - All Levels
...Service BMS Controls SpecialistUnder minimal supervision, conducts preventive maintenance, repair, installation, commissioning and general servicing of systems. Performs point to point check out to verify that controls systems have been installed properly. Completes assigned...
For subcontractor
Immediate start
Albireo Energy
Metairie, LA
2 days ago
Guest Service Associate Front Desk & Bookings
...European Wax Center is seeking a Guest Service Associate to greet guests, manage check-in/check-out, and handle bookings with a friendly, professional demeanor. You will educate guests on services and promotions while maintaining a clean reception area and accurate transactions...
Flexible hours
Afternoon shift
European Wax Center
Metairie, LA
4 days ago

Do you want to receive more vacancies?

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