Wealth Management Client Service Associate

Morgan Stanley

Morgan Stanley is seeking a Registered Client Service Associate in Columbia, South Carolina. This role provides exceptional service to clients and supports Financial Advisors by cultivating client relationships while handling money transactions and answering inquiries. The ideal candidate has strong interpersonal skills, a high school diploma, and relevant financial licenses such as Series 7 and 66. Candidates with two or more years of industry experience preferred, along with advanced Microsoft Office proficiency. #J-18808-Ljbffr

Apply

Vacancy posted 1 day ago

Similar jobs that could be interesting for youBased on the Wealth Management Client Service Associate in Columbia, SC vacancy

Registered Client Service Associate
...Registered Client Service Associate Registered Client Service Associates provide exceptional service... ...support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis.... .../or other duties directed by local management Administrative Support Answering...
Suggested
Work at office
Local area
Morgan Stanley
Columbia, SC
5 days ago
Client Service Associate
...Client Service Associate Reports to: SVP of Custodial Operations Status: Exempt, Hybrid We are seeking a dedicated and proactive Client... ...our Client Service Operations Department and our esteemed wealth management team. The ideal candidate will play a vital role in ensuring...
Suggested
Apollon Wealth Management, LLC
Columbia, SC
5 days ago
Remote Client Services Associate - Family Financial Security
...is seeking dedicated individuals for a work-from-home financial services position aimed at protecting families. This role offers the... ...to make a positive impact, uphold integrity, and contribute to clients' financial security. Ideal candidates will have strong communication...
Suggested
Remote work
Work from home
Flexible hours
AO Garcia Agency
Columbia, SC
1 day ago
Client Service Associate
...Client Service Associate West Columbia, South Carolina, United States SPS Global is seeking a Client Services Associate who thrives in a... ...software Distribute mail/packages promptly to employees Manage outgoing mail and shipping transactions Notify employees...
Suggested
Temporary work
Work at office
Immediate start
SPS North America Inc
West Columbia, SC
2 days ago
Client Service Associate
...someone who thrives in a welcoming, customer service‑oriented environment with excellent... ...enjoy building strong relationships with clients, then look no further and apply today! Join our team as a Client Service Associate and be the friendly face for all those who...
Suggested
Velocity Staffing LLC
Columbia, SC
5 days ago
Wealth Ops Client Service Specialist
...A leading wealth management firm in South Carolina is seeking a Client Service Associate to ensure exceptional client experiences. The role involves providing back-office operations support, coordinating with custodial partners, and resolving complex client inquiries....
Apollon Wealth Management, LLC
Columbia, SC
4 days ago
Client Engagement & Marketing Associate
...Velocity Staffing in South Carolina is seeking a Client Service Associate who thrives in a welcoming, customer service-oriented environment. This role involves engaging with clients, confirming appointments, and distributing marketing materials. The ideal candidate should...
Velocity Staffing LLC
Columbia, SC
5 days ago
Personal Lines Account Manager
...broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 21,000 employees in 600+ offices... ...Lines including High net-worth/Private Client insurance business, while acting with a...
Full time
Temporary work
Work at office
Local area
HUB International
Columbia, SC
3 days ago
Personal Lines Account Manager
...Personal Lines Account Manager HUB International Limited ("HUB") is one of... ...employee benefits, investment and wealth management products and services. With over 21,000 employees in 600+... ...Lines including High net-worth/Private Client insurance business, while acting...
Full time
Temporary work
Work at office
Local area
Squaremouth
Columbia, SC
5 days ago
Personal Lines Strategic Account Executive
...broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 19,000 employees in 600+... ...professional guidance, expertise, and service to clients, professional and collaborative...
Temporary work
Work at office
Local area
Remote work
HUB International
Columbia, SC
4 days ago
Wealth Client Services Specialist
...Morgan-Stanley in Columbia, South Carolina, is looking for Registered Client Service Associates to provide exceptional service and support Financial Advisors. In this role, you will build trusted client relationships and assist with their daily needs. The ideal candidate...
Morgan Stanley
Columbia, SC
1 day ago
Employee Benefits Account Manager
...Employee Benefits Assistant Account Manager (EBAAM) HUB International... ...employee benefits, investment and wealth management products and services. With over 21,000 employees in 600+... ...Service organization and supports HUB's clients and their employees, by resolving all...
Work at office
Local area
HUB International
Columbia, SC
1 day ago
Employee Benefits Senior Account Manager
...broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 21,000 employees in 600+... ...Service organization and supports HUB’s clients and their employees, by resolving all service...
Temporary work
Work at office
Local area
HUB International
Columbia, SC
1 day ago
Financial Services - Wealth and Asset Management - Tax Manager - EDGE multi-client
$90.3k - $165.4k
...leader in serving the global financial services marketplace and the only professional... ...working side by side with a range of clients from our most venerable institutions... ...across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality...
Summer holiday
Flexible hours
EY
Columbia, SC
3 days ago
Sr. Project Manager, AMER Professional Services PMO
$136.8k - $171k
...Opportunity Are you a seasoned project manager with a proven track record in leading... ...Nutanix, you'll be joining the Professional Services PMO, part of our larger Professional Services... ...technologies, consistently exceeding client expectations. Our commitment to excellence...
Work at office
Local area
Remote work
Relocation package
Nutanix
Columbia, SC
6 days ago
Account Manager
...outcomes. ABOUT THE POSITION: The Account Manager will work in a fast-paced, dynamic work... ...and flexible with regards to our customers and clients. This position is responsible for providing account management service and consulting to all Marpai clients WHAT...
Remote work
Flexible hours
Marpai Administrators LLC
Columbia, SC
2 days ago
Client Support & Trade Operations Associate
...Stephens Inc. is seeking a Registered Client Associate in Columbia, SC. This full-time on-site... ...involves assisting with customer orders, managing accounts, and ensuring accurate... ...are preferred. A commitment to excellent service and teamwork is essential. #J-18808-Ljbffr...
Full time
Stephens
Columbia, SC
1 day ago
Customer Service Representative
...Customer Service Representative Do you have excellent Customer Service skills and Dispatch... ...! CWS is a leading provider of waste management services throughout South Carolina,... ...team helps deliver satisfaction to our clients throughout our footprint. If you are passionate...
Work experience placement
Work at office
Capital Waste Services
Columbia, SC
4 days ago
Senior Client Associate
...Introduction At Gallagher Benefit Services, you’re a trusted partner to... ...people decisions. We help clients build better workplaces,... ...Overview As the Senior Client Associate you will continue to develop... ...date records in the Document Management System (DMS) You complete all...
Full time
Live out
Work at office
Local area
Flexible hours
Shift work
Arthur J. Gallagher & Co.
Columbia, SC
1 day ago
Truck Services Manager
..., food, truck maintenance and essential services. Driven by a passionate team, TA is focused... ...vision. The Truck Service General Manager is an inspirational leader who oversees... ...High School Diploma (or GED) required; Associate's or bachelor's degree preferred ~5+ years...
Contract work
Local area
Relocation
Relocation package
Flexible hours
Night shift
Travel Centers Of America
Columbia, SC
1 day ago
Client Experience Associate - South Carolina
$16 per hour
..., or Anywhere, we offer products and services designed to help people work and learn... ..., we ask that you apply to only one Client Experience Associate role at a time. If you are Bilingual... ...equal opportunity employment; creating, managing, and valuing diversity in our...
Work at office
Remote work
Work from home
Shift work
AnywhereWorks Ltd.
Columbia, SC
5 days ago
Remote Purchasing Card Account Manager: Grow Client Spend
...A national financial institution is seeking an Account Manager for the Purchasing Card program. This remote position involves monitoring credit utilization, enhancing client relationships, and managing service issues. Candidates should possess a Bachelor's Degree and...
Remote work
First Citizens Bank
Columbia, SC
5 days ago
Service Manager
...Description DeSHAZO LLC is seeking an experienced manager with a strong knowledge of the overhead crane service industry to lead operations for our North and... ...s Mission: DeSHAZO is committed to elevating our clients' business needs through custom-built cranes and...
Weekly pay
Full time
Temporary work
Work at office
DeShazo
Columbia, SC
2 days ago
Renewals Specialist
$97k - $135k
...disrupting the status quo and unleashing our clients to Do Great Things ! We enable our... .... As an expert technology adviser and managed service provider with cross-platform... ...Do Great Things because we have Great Associates. Ensono's Core Values unify our diverse...
Full time
Contract work
Temporary work
Remote work
Work from home
Flexible hours
Ensono
Columbia, SC
3 days ago
(Forest Acres) Patient Services Representative, FT
...Title: Patient Services Representative Location: (Forest Acres) Novant Health Urgent Care Status: Full-Time Who Are We?... ...Carolina. Our Columbia-based headquarters delivers non-medical management and administrative services to support these locations. For decades...
Full time
Temporary work
Work at office
Flexible hours
Shift work
Weekend work
Novant Health Urgent Cares LLC
Columbia, SC
5 days ago
Industrial Client Service Leader - Industrial Water/Wastewater
$120.97k
...our CDM Smith offices *** CDM Smith is seeking an Industrial Client Service Leader with a strong industrial water and wastewater... ...industrial infrastructure and facility capital projects, meet water management objectives, comply with environmental requirements, or address...
Full time
Temporary work
H1b
CDM Smith
Columbia, SC
5 days ago
Legal Office Print Services Manager
Site Manager POSITION PROFILE Accountable for daily operations... ...team. Manages contracted services including, but not limited to... ...-depth understanding of the client's requirements, with support... ...or working conditions associated with a job. Come Create...
Work experience placement
Work at office
Worldwide
Flexible hours
Shift work
Ricoh Americas Corporation
Columbia, SC
4 days ago
REPOST CWS Case Manager - Placement Services
$45.72k - $53.1k
...Agency: Department of Social Services Division: Human Services... ...demonstrating excellent communication, client/customer service and... ...for consideration to hiring managers. Must possess a valid driver... ...benefits as benefits are associated with each position type. For...
Full time
Temporary work
Traineeship
Internship
Remote work
Monday to Friday
Flexible hours
State of South Carolina
Columbia, SC
2 days ago
Field Service Specialist II
$80k - $104k
...and start your journey today! Job Description The Field Service Specialist II is an experienced field professional responsible... ...operation, control strategies, and integration with HVAC and building management systems. Field work will be required with extensive overnight...
Temporary work
For contractors
Start working today
Work at office
Local area
Remote work
Flexible hours
Night shift
Copeland
Columbia, SC
4 days ago
Manager, Accounting Services
...highly skilled individual to fill the newly created role of Manager, Accounting Services , reporting directly to the Director of Accounting. You... ...Defense, Citizen Services, and Transportation. We help our clients deliver vital services more efficiently while increasing the...
Full time
Contract work
Part time
Work experience placement
Work at office
Local area
Flexible hours
Serco
Columbia, SC
5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Management Client Service Associate. Be the first to apply!