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

Client Service Associate — Wealth Advisory Support

Morgan Stanley

Morgan Stanley seeks a Registered Client Service Associate to support Financial Advisors and teams, building trusted client relationships and handling routine account tasks. You will assist with onboarding, digital tool enrollment, and client inquiries in a fast-paced environment. Ideal candidates have strong interpersonal skills, dependability, and experience with Microsoft Office, with licensing requirements to be met. #J-18808-Ljbffr Morgan Stanley

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Client Service Associate — Wealth Advisory Support in Newtown Square, PA vacancy
  • Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional support to Financial Advisors and clients in a fast-paced wealth management environment. You will handle account information, onboarding, and digital tool enrollment while maintaining... 
    Suggested

    711 MS Smith Barney, LLC

    Newtown Square, PA
    2 days ago
  • $70k - $90k

     ...products. Since 2000, Entrust has helped clients make sound financial choices in...  ...seeking an experienced Client Service Associate to join our wealth management team. Working closely...  ...our advisors, you will provide non-advisory support that keeps client accounts accurate... 
    Suggested
    Work at office

    Entrust Financial, LLC

    Wayne, PA
    4 days ago
  • $53.74k - $88.29k

     ...Client Service Associate Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust...  ...Service Associate supports the Retirement Plan... 
    Suggested
    Work at office
    Flexible hours

    Bryn Mawr Trust

    Berwyn, PA
    1 day ago
  • POSITION SUMMARY 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... 
    Suggested
    Work at office
    Local area
    Work visa

    711 MS Smith Barney, LLC

    Newtown Square, PA
    2 days ago
  • $70k - $85k

     ...Senior Client Service Associate The Senior Client Service Associate plays a critical role in providing high-level support to both clients and advisors. This position manages complex client...  ...client meetings Organize advisory team meetings and events. Involvement... 
    Suggested
    Local area
    Flexible hours

    Cerity Partners

    Conshohocken, PA
    4 days ago
  • $75k - $90k

     ...Job Details: Lead Client Services Associate/Administrator - Malvern, Pa - $75-90k A premier investment advisory firm is seeking a client-centric Lead Client Services Associate...  ...Deliver empathetic, solution-oriented support to enhance client relationship... 

    Liberty Personnel Services, Inc.

    Malvern, PA
    14 days ago
  • $24.87 - $41.45 per hour

    Overview:Supports servicing and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service Value Proposition... 
    Hourly pay
    Full time
    Work experience placement

    M&T Bank

    Radnor, PA
    4 days ago
  •  ...Job Description POSITION SUMMARY Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client...  ...firm to clients. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT • Cultivate and enhance new and existing client relationships... 
    Full time
    Work at office
    Local area

    Morgan Stanley

    Conshohocken, PA
    21 hours ago
  •  ...Associate Director, Client Advisory Newtown Square, PA Pathstone is a growing wealth management firm serving ultra-high net worth families...  ...confidence, and long-term support across the full landscape of...  ...wealth and well-being. Our services include investment advisory... 
    Work at office
    Flexible hours

    Pathstone

    Broomall, PA
    9 hours ago
  •  ...Associate Client Advisor (ACA) The Associate Client Advisor...  ...professionals seeking a career in wealth management and financial planning. ACAs support Client Advisors by...  ...workflows across the advisory team. This role...  ...member of the client service team. Position Responsibilities... 
    Temporary work
    Flexible hours

    Legacy Advisors

    Plymouth Meeting, PA
    2 days ago
  • $16 - $18 per hour

     ...Seasonal Client Support Associate We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relationships with clients, then look no further and apply today! Join our... 
    Hourly pay
    Full time
    Part time
    Seasonal work
    Relocation package
    Flexible hours

    Jackson Hewitt

    Havertown, PA
    2 days ago
  •  ...Are you living your life's work? Job Title: Administrative Services Associate Department: Abramson Cancer Center Radnor Location:...  ...values, policies, and procedures • Other duties as assigned to support the unit, department, entity, and health system organization... 
    Full time
    Work at office

    Penn Medicine

    Wayne, PA
    3 days ago
  •  ...Customer Service Associate We're seeking a Customer Service Associate to join our team and deliver a great shopping experience...  ...Perks and Benefits: 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

    Broomall, PA
    3 days ago
  • $211.72k

     ...success. Where you are encouraged and supported to do your very best and given the tools...  ...* CDM Smith is seeking an Industrial Client Service Leader with a strong industrial water and...  ...not limited to, the role, function and associated responsibilities, relevant work... 
    Temporary work
    Work experience placement
    H1b

    CDM Smith

    Wayne, PA
    21 hours ago
  •  ...knowledge and skillsets. This allows us to provide exceptional care to our patients as well as compassionate support for their loving families. Our ideal Client Service Representative candidate will enjoy listening empathetically to pet owners and providing exceptional... 
    Shift work

    United Vision Pet Partners

    Newtown Square, PA
    a month ago
  •  ...estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented...  ...with client with and available to travel to additional supported sites as applicable Required Qualifications:... 
    Daily paid
    Temporary work
    Work experience placement

    Jones Lang LaSalle IP, Inc.

    Malvern, PA
    2 days ago
  •  ...Assistant Director Of Dining Services Riddle Village, a premier continuing care retirement...  ...of Dining and the Executive Chef to support all areas of resident living, but will primarily...  ...hello. With over 300 dedicated associates, there is always someone offering a helping... 

    Riddle Village Retirement Community

    Media, PA
    1 day ago
  • $107.7k - $172.1k

     ...Employee Benefits marketplace. Our associates simplify employee health and...  ...that matter for our colleagues, clients, and communities. Job Summary Support Producer by providing high level...  ...expertise, technical detail, and client service to clients and account teams. Be... 
    Work at office
    Flexible hours
    Night shift

    Marsh McLennan Agency

    Wayne, PA
    3 days ago
  • $80k - $100k

     ...offers strategic insights about clients. They are also responsible...  ...and invoices and other client service activities. What will your...  ...steps for client retention. • Supports the broker in creating market...  ...and mitigates risks associated with accounts and ensures adherence... 
    Full time
    Work experience placement

    Ryan Specialty

    Media, PA
    4 days ago
  • $18.45 per hour

     ...Conference Services AttendantWe have an opening for a full time Conference Services...  ...and email communication with clients, guests, team members, and support departments.Offers assistance to...  ...organizational and time management skills.Associates at ESFM are offered many fantastic... 
    Hourly pay
    Full time
    Part time
    Work at office
    Local area
    Remote work
    Monday to Friday
    Flexible hours

    Compass Group

    Broomall, PA
    2 days ago
  •  ...top 10 national professional services firm where **our purpose is...  ...opportunities*** every day, for our clients, our people, and our...  ...communities through industry-focused wealth advisory, digital, audit, tax,...  ...customized accounting support for our clients (typically larger... 
    Hourly pay
    Work experience placement
    Interim role
    Flexible hours

    CliftonLarsonAllen Wealth Advisors, LLC

    King of Prussia, PA
    3 days ago
  • $18.45 per hour

     ...for a full time CONFERENCE SERVICES ATTENDANT position. Location...  ...environment. ESFM's clients include many household names...  ...Industrial Cleaning, Laboratory Support and Workplace solutions. This...  ...International Facilities Management Association (IFMA). Job Summary... 
    Hourly pay
    Full time
    Part time
    Work at office
    Local area
    Remote work
    Monday to Friday
    Flexible hours

    Compass Group, North America

    Newtown Square, PA
    1 day ago
  •  ...Assist team members maintain assigned clients. Promote ongoing client loyalty through adherence to ECBM service standards. Provide technical and processing support to clients and team members...  ...Assist all clients, departments or associates when required to maintain firm's... 

    ECBM Insurance Brokers and Consultants

    Media, PA
    21 hours ago
  •  ...4 days per weekNew Business Service Representative***Hybrid work...  ...for New York Life’s agents and clients. As part of our diverse team,...  ...clients’ life insurance needs, supporting strategic initiatives...  ...FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting... 
    Full time
    Contract work
    Work at office
    Local area
    Work from home
    Monday to Friday
    Flexible hours
    Shift work

    New-York-Life

    Wayne, PA
    3 days ago
  •  ...desk team. You will be the first point of contact for clients, delivering exceptional customer service and directing calls with professional etiquette....  ...answering inquiries, maintaining the waiting lounge, and supporting administrative tasks across dealership software and... 
    Part time

    Dilawri Group of Companies

    Newtown Square, PA
    2 days ago
  • $45k - $50k

     ...the main content New Business Service Representative 94836 Wayne,...  ...for New York Life’s agents and clients. As part of our diverse team,...  ...’ life insurance needs, supporting strategic initiatives designed...  ...skills required Preferred Skills Associates, or Bachelor’s degree... 
    Full time
    Contract work
    Work at office
    Local area
    Work from home
    Monday to Friday
    Flexible hours
    Shift work

    New York Life Insurance Co

    Wayne, PA
    1 day ago
  • $175k - $200k

     ...owner of several of our most significant wealth management relationships. This role...  ...on strengthening long‑term partnerships, supporting sustained growth, and ensuring Hartford...  ...preferred.Collaborative, disciplined, and client‑centric approach that aligns with Hartford... 
    Full time
    Temporary work
    Home office

    The Hartford Financial Services Group

    Wayne, PA
    4 days ago
  •  ...with greeting patients and visitors. Must have strong customer service skills with healthcare experience strongly preferred. Must be...  ...competitive salary and benefits package, plus extra perks that support you as you do the most meaningful work of your career.... 

    Vybe Urgent Care

    Wayne, PA
    21 days ago
  • $17 - $20 per hour

     ...talk to you. At The Joint Chiropractic we provide world class service to every one of our patients, and we would like for you to join...  ...options, packages and promotions. Recognizing and supporting team goals and creating and maintaining positive relationships... 
    Work at office

    The Joint Chiropractic

    Newtown Square, PA
    14 days ago
  • $16 - $18 per hour

     ...Seasonal Client Support Associate Join our team as a Seasonal Client Support Associate and be the friendly face for all those who visit our...  ...the better, too. We offer a full suite of tax preparation services and guidance. Join us. Taxes are fun (really!) At Jackson... 
    Hourly pay
    Extra income
    Local area
    Flexible hours

    Jackson Hewitt

    Claymont, DE
    1 day ago

Do you want to receive more vacancies?

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