Registered Client Service Associate
Morgan Stanley
Morgan Stanley seeks a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors. You’ll build trusted client relationships, handle account inquiries, process transactions, and onboard clients with required documentation. You will educate clients on digital tools, maintain accounts, and assist with marketing and team initiatives in a fast-paced environment. College degree preferred; relevant licenses valued. #J-18808-Ljbffr
Vacancy posted 3 hours ago
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...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...SuggestedTemporary workWork at officeLocal areaMorgan Stanley
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Atlanta, GA4 days ago - ...POSITION SUMMARY Registered Client Service Associates (CSAs) 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...SuggestedFull timeWork at officeLocal area
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$50k - $65k
...Client Service Associate Our Sandy Springs, GA office is seeking a Client Service Associate to play a key role in supporting both our high-net-worth clients and our Financial Advisors (FAs). As the primary liaison between clients and the advisory team, you will help...Full timeTemporary workWork at officeFlexible hours- ...Client Services Associate TransPerfect is more than just a job Our greatest asset is our people, and nothing is more important to us than ensuring that everyone knows that. Each of our 100+ offices has its own individual identity, and each also has its own unique rewards...
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$60k - $82k
...Client Services Associate - Atlanta, GA Join our Atlanta Client Services Team as a Client Services Associate, where you'll play a key role in supporting both clients and advisors while keeping day-to-day operations running seamlessly. This is a great opportunity for...Full timeTemporary workWork experience placementSummer workWork at officeImmediate startWork visaMonday to FridayFlexible hours- Confidential Search in Atlanta, GA is seeking a Client Service Associate or Senior Client Service Associate for our wealth management client. This on-site/hybrid role supports Advisors and delivers a high-touch client experience to UHNW families. You will maintain client...
$20 - $22 per hour
Job Type: Full Time, Non-Exempt Job Title: Client Services Associate Location: Remote/Hybrid - USA Reports to: Key Account Manager Department Name: Account Management Pay Range: $20 - $22/hr. (Actual compensation is commensurate with job related knowledge, skills,...Full timeWork at officeImmediate startRemote workWork from homeHome officeWeekend workAfternoon shift$70k - $90k
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$56k - $76k
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- ...Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Registered Client Associate to: • keep management systems up-to-date with client information • educate clients on account services and capabilities • help...Work at officeFlexible hours
UBS
Atlanta, GA3 days ago - ...ll be working with a wealth management team in Atlanta. As a Registered Client Associate, you’ll play an important role in the success of the team. Relationship Management Educate clients on account services and capabilities (e.g., how to read statements/confirms, how...Full timeWork at office
UBS
Atlanta, GA4 days ago - ...work for the global leader in the language services and technology industry? Are you... ...legal support services. All services and client partnerships are aided by best-in-breed... ...The position of the Client Services Associate is responsible for serving as the first...Permanent employmentFull timeInternshipLocal areaWorldwide
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Atlanta, GA2 days ago - ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. We specialize... ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal...Seasonal workWork at officeWork from homeShift workDay shift
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