Client Service Associate: Wealth Advisor Support
711 MS Smith Barney, LLC
Morgan Stanley’s Client Service Associate role supports Financial Advisors and Private Wealth Advisors, building trusted client relationships and handling daily account needs. The position emphasizes a client-first mindset, strong organizational ability, and proactive service in a fast-paced environment.
You will answer client questions, process money movements, enroll clients in digital tools, and coordinate with teams on marketing and client service initiatives.
#J-18808-Ljbffr$34.32k - $90k
...Registered Client Service Associate Registered Client Service Associates (RCSAs) help shape the future... ...and Responsibilities: Client Support Cultivate and enhance new and existing... ...direction of clients and/or Financial Advisor(s), discuss reinvestment options and...SuggestedTemporary workWork at officeLocal area$47.5k - $52.5k
...Position Title: Client Service Specialist- Commercial Lines Location: Hybrid • Poughkeepsie... ...growth. You will play a key role in supporting clients in either personal or commercial... ...unique opportunity to build long-term wealth while growing your career. Here’s what...SuggestedHourly payWork at office- The position offers part-time hours with the potential for cross-functional support during busy periods. Training is provided, and the company values reliable, friendly staff who can work in a fast-paced retail environment. #J-18808-LjbffrSuggestedPart time
$50k - $65k
...Client Service Representative – Personal Lines Insurance Location: Fishkill, Pawling, Poughkeepsie, Rhinebeck, or Goshen, NY Compensation... ...to improve coverage or expand existing relationships. Support account retention and new business development by following...SuggestedFull timeWork at officeMonday to Friday$17 - $40 per hour
...make each visit the best hour of our client's month. Our Spa Associates play a crucial role in achieving... ...our Spa Associates ensure that each service is memorable and exceptional. Their... ...20 years of proven success. Enjoy a supportive environment where your growth and well...SuggestedHourly payShift work$47.5k - $52.5k
...Position Title: Client Service Specialist- Commercial Lines Location: Hybrid Poughkeepsie... ...growth. You will play a key role in supporting clients in either personal or commercial... ...unique opportunity to build long-term wealth while growing your career. Heres what makes...Hourly payWork at office$50k - $65k
...to employee development, internal promotions, and outstanding client service. Due to retirements, internal promotions, and continued... ...several Client Service Representatives (CSR I and CSR II) to support a growing client base. This is an excellent opportunity for...$16 per hour
Your Impact at Lowe's As a Lowe's Merchandising Services Associate, you are a key connection point between Merchandising and Store Operations... ...enjoy working with our Merchandising Services Team. How We Support You Whether you need a part-time position or a place to...Hourly payFull timePart timeLocal areaFlexible hoursShift workWeekend workWeekday work$80k - $100k
...Guided by our mission to empower clients to predict, prepare for, and... ...and exceptional client service. Partner with Sales Executives... ..., offering guidance and support to help them succeed. Qualifications... ...to build long-term wealth while growing your career. Here...Work at office- Morgan Stanley is seeking a client support professional in the United States to strengthen relationships... ...information, and coordinate with Financial Advisors to meet client needs. The role emphasizes exceptional client service, strong written and interpersonal communication...
- ...Marshall+Sterling is seeking a licensed, client‑focused Client Service Specialist for its Poughkeepsie office. You will review coverage, coordinate... ...to date. You will build strong client relationships, support retention and growth, and handle routine financial tasks as...Work at office
$19.23 - $21.8 per hour
...Guided by our mission to empower clients to predict, prepare for, and... ...for an Assistant Client Service Specialist to provide superior service and administrative support to the department. Responsibilities... ...opportunity to build long-term wealth while growing your career....Hourly payFull timeWork at office$20.63 - $26.25 per hour
...Customer Service RepresentativeThe Customer Service Representative ensures customer satisfaction... ...strong relationship-building, and sales support. This role engages directly with walk-in... ...is required.Preferred Education:Associate's or bachelor's degree in communications...Bi-weekly payHourly payWeekly payTemporary workWork experience placementWork at officeFlexible hours- ...Customer Service AssociateWe're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties... ...: We offer a wide variety of rewards to support your health, wealth, and mental well-being. In addition to medical...Contract workLocal area
$32.17 - $38.26 per hour
...Customer Service RepresentativeCustomer Service Representatives handle customer requests by making and receiving calls about inquiries... ...exceptional customer experience.Experience with omnichannel customer support (phone, email, chat, and social media).Experience using CRM or...Full timeWork at officeLocal area- ...our retail stores. Customer Service Specialists work closely with... ...concerns and ensure maximum client satisfaction as well as stay... ...our success, and we invest and support you in:Life … with rewards, benefits... ...geographic differential associated with the location at which...Contract workFor contractorsWork experience placementLocal areaAfternoon shift
- ...player in this role, you'll oversee a high-value portfolio of clients, drive growth, and collaborate closely with our Commercial... ...-profile Commercial Lines clients, providing exceptional service and proactive support. Efficiency Expert: Identify opportunities to optimize...Work at office
- ...as assisting members with routine Member Service needs, including but not limited to:... ...respect and upholding MHV Service Standards. Supporting organizational plans, initiatives and... ...service and supporting to all members and associates by answering the telephone within two...Part timeWork at officeImmediate startNight shift
$18 - $21 per hour
...seeking a Customer Experience Specialist to support families throughout the registration and... ...experience. This role combines customer service, family enrollment, technology, and... ...support, registration, enrollment, or another client‑facing operations role. Excellent written...Part timeSummer workMonday to FridayShift workWeekday work- ...PNC Financial Services Group, Inc. is seeking a Client Experience Associate to deliver exceptional customer experiences within Retail Banking. The role focuses... ...customers, identifying banking opportunities, and supporting sales through in-branch engagement. Based in Grand...Work at officeVisa sponsorshipFree visa
$16 - $19 per hour
...Walgreens is seeking Customer Service Associates to assist customers, operate cash registers, and support daily retail store operations. Customer Service Associates are responsible for greeting customers, operating the register, processing cash and card payments, assisting...Hourly payFull timePart timeShift workNight shiftWeekend work- ...Seeking a dynamic individual to enhance customer experiences through exceptional service and support. You'll manage transactions, maintain store organization, and ensure a welcoming environment. Bring your strong communication skills and passion for problem-solving to...
$18.75 - $25 per hour
...Job Summary Be a problem solver, trusted advisor, and partner to the people and... ...resource in identifying and resolving client servicing issues, serve as the primary troubleshooter... ...policies to stay current on offerings.Supports the Branch Manager in onboarding and training...Hourly payDay shift$14 - $18 per hour
...Tractor Supply Cashiers and Customer Service Associates operate the register, assist customers with purchases and product questions, restock... ...store cleanliness, assist with returns and exchanges, and support general store operations. This position typically pays $14–$...Hourly payFull time- ...apply} Application Deadline: {closing_date} 911 call-taking services commonly operate 24 hours a day. Depending on staffing needs,... ...or recognized equivalent. Previous customer service, telephone support, or public safety experience may be helpful, although some vacancies...Night shiftRotating shift
$15 - $23 per hour
...Petco Cashiers and Customer Service Associates are responsible for providing a friendly and helpful shopping experience while supporting daily store operations. Employees operate the register, handle cash and card transactions, assist customers with finding pet food and...Hourly payFull time$12 - $15 per hour
...seeking Cashiers to assist customers, operate cash registers, and support daily store operations. Cashiers are responsible for greeting... ...Family Dollar Cashiers are responsible for providing customer service, operating registers, handling cash transactions, assisting customers...Hourly payFull timePart time- ...Position Overview: As an Insurance Customer Service Representative , you will be a key point of contact for our clients, providing timely and accurate information... ...addressing inquiries, resolving issues, and offering support on a variety of insurance-related matters....Flexible hours
$17 per hour
...Full-Time Customer Service Representative / Contact Center Our mission to "Reinvent Contractor Service", is best achieved by investing... ...from within, it is easy to succeed. Our great culture is also supported through company events that encourage employee interaction and...Hourly payFull timeFor contractorsRemote workWork from homeFlexible hours$15.5 - $21.5 per hour
...Retail Service Specialist Compensation Pay Range: $15.50 - $21.50 The actual hourly rate will equal or exceed the required minimum... ...criteria are met. The Retail Service Specialist will support the Store Manager and Assistant Managers in areas of sales, customer...Hourly payMinimum wageLocal areaFlexible hoursShift workNight shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Service Associate: Wealth Advisor Support. Be the first to apply!
- court services officer Poughkeepsie, NY
- protective services officer Poughkeepsie, NY
- service delivery associate Poughkeepsie, NY
- community services specialist Poughkeepsie, NY
- transaction services specialist Poughkeepsie, NY
- environmental service worker Poughkeepsie, NY
- information technology and services consultant Poughkeepsie, NY
- public service officer Poughkeepsie, NY
- toyota service advisor Poughkeepsie, NY
- office service associate Poughkeepsie, NY





