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
  • $60k

    Client Service & Operations Associate Location: Radnor, PA Salary: Starting at $60,000/year +...  ...to join our retirement plan advisory team. Youll play an integral role supporting client communications, coordinating...  ...in the retirement plan or wealth management industry Key... 
    Suggested
    Work at office

    Goodwin Recruiting

    Wayne, PA
    5 days ago
  •  ...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role... 
    Suggested
    Work at office
    Local area

    Morgan Stanley

    Edgemont, PA
    3 days ago
  • $53.74k - $88.29k

     ...managed and collaborative wealth management solutions, including...  ...array of planning and advisory services, investment management, trust...  ...corporate, and institutional clients through multiple integrated...  .... The Client Service Associate supports the Retirement Plan Services... 
    Suggested
    Work at office
    Flexible hours

    Bryn Mawr Trust

    Berwyn, PA
    1 day 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...  .... Schedule client meetings Organize advisory team meetings and events.... 
    Suggested
    Local area
    Flexible hours

    Cerity Partners

    Conshohocken, PA
    4 days 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

    Morgan Stanley

    Conshohocken, PA
    1 day ago
  • $25 - $29 per hour

     ...Client Services Associate RH at its core is about taste, and we believe the idea of scaling taste is large and far reaching. The RH brand attracts...  ...through email Provide an elevated level of client services support to Gallery Partners to resolve client concerns Become well-... 
    Hourly pay
    Full time
    Work at office
    Local area

    RH-USA Inc

    King of Prussia, PA
    3 days ago
  •  ...Client Service Associate Position highlights: Competitive salary with benefits Full-time, Monday through Friday schedule Medical,...  ...vision & 401(k) Unlimited Paid Time Off Opportunity to support patient care and operational excellence Mission-driven healthcare... 
    Full time
    Work at office
    Monday to Friday

    Lympha Press, U.S.A.

    Concordville, PA
    3 days ago
  • Client Services Associates play an integral role in providing luxury service and assessing the needs of our clients. This is the ideal role for...  ...through email Provide an elevated level of client services support to Gallery Partners to resolve client concerns Become... 
    Work at office

    RH

    King of Prussia, PA
    3 days ago
  • Waldron Private Wealth is seeking a Client Service Specialist to provide operational and administrative support to the Client Services Department and concierge-level service for high-net-worth clients. You will build client relationships, resolve issues, and assist with... 

    Socket.dev

    Wayne, PA
    5 days ago
  • Waldron Private Wealth in Wayne, PA is seeking a Client Service Specialist to provide operational and administrative support to the Client Services department, delivering concierge level service for the firm's high net-worth clients. You will build client relationships... 

    Waldron Private Wealth

    Wayne, PA
    5 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
    15 hours ago
  • BNY is seeking a Specialist, Client Processing Representative - Wealth Services in Berwyn, PA to join our Wealth Services team. You will process a high volume...  ...exceptions, coordinate with internal teams, and support remediation efforts while identifying workflow improvements... 

    BNY

    Devon, PA
    3 days ago
  • A premier Wealth Management firm in Plymouth Meeting, PA is looking for an Associate Client Advisor to support Client Advisors by preparing materials, organizing...  ...of experience in financial services. This role offers growth potential into an advisory position, exposure to... 

    Legacy Advisors

    Plymouth Meeting, PA
    3 days ago
  • $23 per hour

     ...has partnered with a Global Organization in their search for Client Service Associates to join their team. This is a 6-month contract opportunity...  ...The Client Service Associate will provide front‑line support to clients, handling inquiries via phone and email while ensuring... 
    Contract work
    Temporary work
    Work at office
    Local area
    Remote work

    LHH

    Conshohocken, PA
    2 days ago
  •  ...insurance, financial services, and protection industries...  ...futures of their clients. Overview As a global...  ...committed to building a supportive and inclusive environment...  ...knowledge of the wealth management industry, including...  ...innovation, digital advisory trends, and evolving... 
    Work at office
    Remote work
    Flexible hours

    iPipeline

    King of Prussia, PA
    2 days ago
  •  ...Join to apply for the Associate Client Advisor role at Legacy...  ...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
    3 hours ago
  • Girard, a Wealth Division of Univest, is hiring a Wealth Advisor Associate to support a growing team in Souderton. You will learn investment management, financial planning, and client relationship processes while preparing client-ready materials and working with compliance... 

    Univest

    King of Prussia, PA
    3 days ago
  •  ...Senior Registered Client Associate In Wealth And Investment Management Wells Fargo is seeking a Senior...  ...PF) Financial Advisor(s) with sales, service, and operational related activities...  ...and record keeping necessary to support efforts to service and grow client relationships... 
    Ongoing contract
    Work experience placement
    Work at office
    Immediate start

    Wells Fargo

    Broomall, PA
    4 days ago
  •  ...you the right person for our Customer Service Associate II position. Join our team today and let...  ...assigned store, from merchandising to supporting customers. While focusing on providing...  ...variety of rewards to support your health, wealth, and mental well-being. In addition to... 
    Contract work
    Part time
    Local area

    Dollar Tree

    Media, PA
    2 days ago
  •  ...Client Service Representative At United Vision Pet Partners, we believe in fostering a culture of continuous learning, teaching, and...  ...provide exceptional care to our patients as well as compassionate support for their loving families. Our ideal Client Service... 
    Part time

    United Vision Pet Partners

    Newtown Square, PA
    2 days ago
  •  ...Customer Service Representative/Account Specialist Position responsible...  ..., customer satisfaction and support, account reconciliation, and...  ...the revenue stream of client. Working in a customer service...  ...Business Unit Work Instructions and associated documents, Business Unit... 
    Local area

    Pacer Group

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

    CLA (CliftonLarsonAllen)

    King of Prussia, PA
    3 days ago
  •  ...New Business Service Representative Join our Field Service Team...  ...for New York Life's agents and clients. As part of our diverse team,...  ...' life insurance needs, supporting strategic initiatives designed...  ...communication skills required ~ Associates, or Bachelor's degree... 
    Full time
    Contract work
    Work at office
    Local area
    Monday to Friday
    Flexible hours
    Shift work

    New York Life

    Wayne, PA
    2 days 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

    Mercer France

    Wayne, PA
    15 hours ago
  • $45k - $50k

     ...4 days per week New Business Service Representative Hybrid work schedule...  ...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

    Wayne, PA
    1 day ago
  •  ...Senior Account Executive supports the firm's professional services sales efforts within designated...  ...markets, industries, and client segments by assisting in...  ...Wipfli cares about our associates and offers a variety of...  ...Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary... 
    Temporary work
    Local area
    Remote work
    Flexible hours

    Wipfli

    Wayne, PA
    3 days ago
  •  ...mutually beneficial relationships with clients across all business units within Relevant...  ...identifying new business opportunities, supporting product lines, and maintaining high levels...  ...by educating clients on value-added services. • Proactively identify new opportunities... 
    Work at office

    Precision Fitting & Gauge

    Broomall, PA
    15 hours ago
  •  ...Patient Services Associate Penn Medicine is dedicated to our tripartite mission of providing the highest level of care to patients, conducting...  .../department in maintaining a patient/customer focus, supports the delivery of high quality care, shares a passion for patient... 
    Work at office
    Local area
    Flexible hours

    Pennsylvania Medicine

    Radnor, PA
    15 hours ago
  •  ...using biosimulation software, technology, and services to transform traditional drug discovery and development. Our clients include more than 2,400 biopharmaceutical companies...  ...and users. Under the direction of the Support Lead, you'll collaborate closely with our internal... 

    Certara USA, Inc.

    Wayne, PA
    3 hours ago
  •  ...Agency in Wayne, PA is seeking an Agency Account Technician to support our personal and commercial lines team and ensure smooth operations. You will assist Account Managers, deliver excellent client service, and manage daily tasks such as processing downloads, billing inquiries... 

    The Satanoff Agency

    Wayne, PA
    5 days 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!