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

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
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Client Service Associate: Wealth Advisor Support in Poughkeepsie, NY vacancy
  • $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... 
    Suggested
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    Poughkeepsie, NY
    1 day ago
  • $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... 
    Suggested
    Hourly pay
    Work at office

    Marshall & Sterling Inc

    Poughkeepsie, NY
    23 days ago
  • 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-Ljbffr
    Suggested
    Part time

    Chestnut Petroleum Inc Defunct

    Poughkeepsie, NY
    5 days ago
  • $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... 
    Suggested
    Full time
    Work at office
    Monday to Friday

    Talent Edge Recruiting

    Poughkeepsie, NY
    1 day ago
  • $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... 
    Suggested
    Hourly pay
    Shift work

    Hand & Stone Massage and Facial Spa

    Poughkeepsie, NY
    5 days ago
  • $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 pay
    Work at office

    Marshall & Sterling

    Highland, NY
    2 days ago
  • $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... 

    Talent Edge Recruiting

    Poughkeepsie, NY
    5 days ago
  • $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 pay
    Full time
    Part time
    Local area
    Flexible hours
    Shift work
    Weekend work
    Weekday work

    Able Too Work

    Highland, NY
    2 days ago
  • $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

    Marshall & Sterling Inc

    Poughkeepsie, NY
    23 days ago
  • 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... 

    Morgan Stanley

    Poughkeepsie, NY
    4 days ago
  •  ...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

    Marshall Sterling Investment Management Limited

    Poughkeepsie, NY
    3 days ago
  • $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 pay
    Full time
    Work at office

    Marshall Sterling Investment Management Limited

    Poughkeepsie, NY
    2 days ago
  • $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 pay
    Hourly pay
    Weekly pay
    Temporary work
    Work experience placement
    Work at office
    Flexible hours

    SRS Distribution

    Poughkeepsie, NY
    1 day ago
  •  ...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 work
    Local area

    Family Dollar

    Poughkeepsie, NY
    3 days ago
  • $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 time
    Work at office
    Local area

    Central Hudson

    Poughkeepsie, NY
    2 days ago
  •  ...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 work
    For contractors
    Work experience placement
    Local area
    Afternoon shift

    Sherwin-Williams

    Poughkeepsie, NY
    5 days ago
  •  ...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

    GPAC

    Poughkeepsie, NY
    5 days ago
  •  ...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 time
    Work at office
    Immediate start
    Night shift

    Mhvfcu

    Fishkill, NY
    3 days ago
  • $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 time
    Summer work
    Monday to Friday
    Shift work
    Weekday work

    HEALTHY KIDS PROGRAMS

    Poughkeepsie, NY
    2 days ago
  •  ...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 office
    Visa sponsorship
    Free visa

    PNC Financial Services Group

    Poughkeepsie, NY
    2 days ago
  • $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 pay
    Full time
    Part time
    Shift work
    Night shift
    Weekend work

    Walgreens

    Poughkeepsie, NY
    2 days ago
  •  ...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... 

    Dollar Tree

    Highland, NY
    5 days ago
  • $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 pay
    Day shift

    KeyCorp

    Poughkeepsie, NY
    1 day ago
  • $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 pay
    Full time

    Tractor Supply

    Poughkeepsie, NY
    3 days ago
  •  ...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 shift
    Rotating shift

    Public Safety Dispatch Network

    Highland, NY
    11 days ago
  • $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 pay
    Full time

    Petco

    Poughkeepsie, NY
    2 days ago
  • $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 pay
    Full time
    Part time

    Family Dollar

    Poughkeepsie, NY
    3 days ago
  •  ...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

    The Dalleo Group Insurance

    Poughkeepsie, NY
    more than 2 months ago
  • $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 pay
    Full time
    For contractors
    Remote work
    Work from home
    Flexible hours

    Brothers That Just Do Gutters

    Poughkeepsie, NY
    5 days ago
  • $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 pay
    Minimum wage
    Local area
    Flexible hours
    Shift work
    Night shift

    O'Reilly Automotive

    Poughkeepsie, NY
    5 days ago

Do you want to receive more vacancies?

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