Financial Services Client Support Specialist
Morgan Stanley
Morgan Stanley is seeking a Registered Client Service Associate in New York to deliver exceptional client service and support Financial Advisors and Private Wealth Advisors. You will build trusted client relationships, handle clerical tasks, and participate in the firm’s client service model. The role emphasizes accuracy, multitasking, and proficiency with MS Office, while staying current on policies and platforms. A strong customer-service mindset and team collaboration are essential. #J-18808-Ljbffr Morgan Stanley
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Financial Services Client Support Specialist in New York, NY vacancy
$45k - $120k
We’re currently hiring motivated individuals for a remote client support opportunity within the financial protection industry. If you’re dependable, people-oriented, and looking for a career with flexibility and strong income potential, we’d love to connect with you. In...SuggestedRemote jobCurrently hiringFlexible hours- ClearGov is building the modern financial operating layer for the public sector. We... ...everyone thrives. We share successes, support each other through challenges, and... ...the Opportunity We're looking for a Client Support Specialist (CSS) with a passion for learning, a...SuggestedLocal area
- ...A financial services firm is hiring a Desktop Support Analyst to provide hands-on hardware and software support to end users, in person and remotely. What You'll Do Manage Active Directory accounts, groups, permissions, and MFA enrollment Troubleshoot Windows...SuggestedFull timeRemote work
Atlas Search
New York, NY20 hours ago - Talentify is seeking a Sales Assistant to support Financial Professionals (Registered Representatives) in day-to-day investment practice and client service. You will prepare client paperwork, schedule meetings, enter trades as instructed, and maintain compliant files while...Suggested
- ...headquartered in New York City. This RIA Senior Specialist role focuses on providing outstanding customer service by handling calls for advisers and clients across product lines, and ensuring... .... You will learn multiple systems, support advisers and staff, mentor new hires,...SuggestedRemote job
- ...decisions, and build lasting client relationships worldwide. At Starr... ...leaders, leveraging our financial strength and vast industry experience... .... These individuals will support the broader Procurement team... ...suppliers to ensure good service and resolution of issues •...WorldwideShift work
Starr Insurance Companies
New York, NY5 days ago - ...Job Description Job Description Client Support Specialist – ABA Services Support families. Guide care. Keep services running smoothly. About Us United Care ABA is a fast-growing startup delivering ABA therapy services to children and families. As we expand...Work at office
United Care ABA-New York
New York, NY1 day ago - About the Role We are seeking reliable, detail-oriented individuals to support clients with travel-related services in a fully remote environment. This role focuses on assisting with reservations, responding to inquiries, and providing administrative coordination throughout...Remote job
- CareTria is seeking a Support Associate in Client Services to administer and support Sample Programs under the PDMA framework, ensuring compliance with SOPs and client business rules. The role builds strong internal and external stakeholder relationships and supports day...
- Location: Remote - US Position Summary: The Client Service Support Specialist is responsible for delivering personalized, accurate, and compassionate assistance to clients, their family members, and their caregivers as they navigate complex issues related to support services...Remote work
- Wanderwell Collective is seeking a reliable Reservations & Client Support Coordinator to assist with reservation coordination and client support in a remote environment. This role focuses on managing scheduling requests, maintaining accurate records, and providing professional...Remote job
- eMoney Advisor is seeking a Client Support Specialist to handle inquiries, resolve issues, and escalate when needed. The role emphasizes customer satisfaction, high call quality, and ownership in resolving requests. Responsibilities include assisting advisors with planning...Remote job
- The Kenswick Partners is seeking a Client Support Representative for a full-time remote role. You will be the main point of contact for our... ...you will collaborate with teams to resolve complex issues while meeting service standards. #J-18808-Ljbffr The Kenswick PartnersRemote jobFull timeWork from home
- ...Treatment Center (NET) in Kirkwood/Wilmington, DE is seeking a BHA/Kitchen Support Specialist to manage daily kitchen operations, prepare meals, ensure food safety, and support dietary needs for clients in a residential setting. In addition to kitchen duties, the role...
- ...Agent is hiring for a Full-time role focused on enrollment support and client communication. The position requires accurate data entry, processing... ...to ensure a smooth client lifecycle. The role emphasizes service-forward mindset and compliance with state and federal...Remote jobFull time
- A well-established Appraisal Management Company is seeking a Client Support Specialist to provide support to clients and appraisers. This full-time remote position requires prior AMC experience and strong communication skills. The successful candidate will manage client...Remote jobFull time
- Globe Life AO is hiring for a fully remote customer support role available to candidates across the United States. You will connect with clients by phone, email, and virtual channels to explain benefits, answer questions, and build lasting relationships. The position welcomes...Remote jobImmediate start
- S27a is seeking a Client Services Support Associate responsible for administering and supporting Sample Programs while ensuring compliance with the Prescription Drug Marketing Act (PDMA) and client business rules. The ideal candidate will possess exceptional customer service...
- ..., as ranked by Deloitte! Why This Role is Exciting Do you love solving problems and helping people? We're looking for a Client Support Specialist (Working PT Hours) to join our team and help propel Optro to be the category-defining global platform for connected risk....Shift workWeekday work
- AO Globe Life is hiring remote Benefits Specialists to serve working families nationwide. You will educate clients on available life, accident, and health insurance options, guide enrollment, and provide ongoing support from a home-based environment. No prior insurance...Remote jobWork from home
- Openkrill is seeking a detail-oriented Booking Support Specialist to assist with reservation coordination and client support in a fully remote role. This position emphasizes... ...with strong communication skills will thrive in a structured, service-focused #J-18808-Ljbffr OpenkrillRemote job
- Acumen LLC in Missouri is seeking an Enrollment Specialist with remote-capable work to support clients through their lifecycle. You will handle inbound and outbound calls and emails, processing paperwork and data entry into multiple databases with accuracy. You will collaborate...Remote jobFull time
- Fidelity Investments Inc. is seeking a Client Support Specialist at an onsite branch near Overland... ...high net worth clients with complex financial needs and to drive loyalty and opportunities... ...90 days), 2-3 years in financial services, strong communication, and the ability...
$40k - $50k
Client Support Specialist Location: Remote • Type: Full-time Pay Range $40,000.00/yr - $50,000.00/yr Job Overview We are working with a well-established... ...Employment Type Full-time Job Function Customer Service, Project Management, and Administrative If this sounds like...Full timeRemote work- Providing relationship-driven support for Community Financial Institutions partners, the full-time Remote Client Support Specialist will manage service inquiries, troubleshoot technical issues, and ensure timely follow-up through various communication channels. Key responsibilities...Full timeRemote work
$19.08 - $30.53 per hour
The Client Support Specialist will provide direct contact to Assurant's customers, high-profile client representatives, and service partners to reduce and resolve service delays. This role is responsible for building positive relationships with customers, service partners...Contract workLocal areaRemote work- AO Globe Life is hiring a Work From Home Client Support Representative for an entry-level role suitable for fresh graduates. You’ll respond to routine inquiries, assist clients professionally, organize information, and coordinate requests with teams—all from a remote setting...Remote job
- Aisles & Abroad is a travel and hospitality services company that provides booking coordination and customer support solutions. The company offers a flexible remote work... ...seeking proactive professionals who respond to client inquiries, assist with scheduling and service...Remote jobFlexible hours
- Flagstar Bank in Bellerose, NY is seeking a Wealth Services Sales Support & Service Specialist to provide administrative support to Financial Consultants. You will assist with client appointments, service inquiries, and reporting to track progress toward goals. The role...
- MaziCTools is looking for independent Client Support Delegates to provide exceptional customer care to Fortune 500 companies from the comfort... ...excellent communication skills and have a strong customer service orientation. Previous experience in customer support is...Remote jobFreelance
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Services Client Support Specialist. Be the first to apply!
Related searches
- financial operations specialist New York, NY
- financial crimes specialist New York, NY
- finance specialist New York, NY
- financial management specialist New York, NY
- financial clearance specialist New York, NY
- financial services specialist New York, NY
- nutrition services aide New York, NY
- transaction services specialist New York, NY
- client services associate New York, NY
- support services associate New York, NY