Client Relationship & Service Associate

711 MS Smith Barney, LLC

Morgan Stanley in New York seeks a Registered Client Service Associate to strengthen client relationships, onboard accounts, and process requests while supporting Financial Advisors with planning materials and client meetings. The role requires excellent writing, client service, and organizational skills, plus knowledge of banking and investment products. You will collaborate across teams, handle documentation, and contribute to growth efforts in a fast-paced environment. #J-18808-Ljbffr 711 MS Smith Barney, LLC

Apply

Vacancy posted 2 days ago

Similar jobs that could be interesting for youBased on the Client Relationship & Service Associate in Latham, NY vacancy

Registered Client Service Associate
$35.36k - $90k
...Registered Client Service Associates (RCSAs) play a key role in modernizing the client experience by elevating service standards. The Registered... ...Develop and strengthen new and existing client relationships through active communication, processing requests, resolving...
Suggested
Temporary work
Work at office
Local area
711 MS Smith Barney, LLC
Latham, NY
19 hours ago
Client Service Associate
...Client Service Associate– GP Fund Solutions As an Client Service Associate GPFS, you’ll play a key role in delivering exceptional services and building lasting investor relationships. Join GP Fund Solutions (GPFS) - a people-first fund administrator serving clients across...
Suggested
Work at office
Trial period
GP Fund Solutions, LLC
Latham, NY
3 days ago
Senior Renewal Underwriter - Drive Relationships & Risk
$76k - $90k
AmTrust Financial Services Inc. is seeking a Senior Underwriter who will administer underwriting and service renewal accounts. The right... ...strong understanding of underwriting principles and excellent relationship management skills. Responsibilities include making...
Suggested
AmTrust Financial Services Inc.
Latham, NY
5 days ago
Hybrid Client Services Associate - Data & CRM Support
GP Fund Solutions (GPFS) is hiring a Client Service Associate to deliver exceptional services and nurture investor relationships. You will manage non-financial data, coordinate reconciliations, and communicate with clients and internal teams to ensure timely updates. The...
Suggested
Work at office
Trial period
GP Fund Solutions
Latham, NY
2 days ago
Commercial Relationship Manager III-Food, Beverage & Agribusiness
$120.75k - $257.25k
...Commercial Relationship Manager III-Food, Beverage & Agribusiness The... ...provide a suite of products and services that serve companies of this... ...current and prospective clients is a key element of this role... ...Commercial Banking Associates We’re excited to talk to you...
Suggested
Local area
Flexible hours
UMB Bank
Albany, NY
3 days ago
Member Service Associate - Capital Central Region #2
$20 - $21 per hour
...take the next step in your career. In this role as a Member Service Associate, you will welcome members and visitors, while delivering... ...professional and friendly service to meet members' needs and deepen relationships. You will deliver the Credit Union's mission to benefit...
Work at office
Flexible hours
Broadview Federal Credit Union
Latham, NY
2 days ago
Member Service Associate: Help Members Thrive
Broadview FCU is seeking a Customer-focused Member Service Associate to welcome members and visitors, deliver professional service, and deepen relationships across the Capital Central Region. You’ll process financial transactions, detect fraud, promote digital self‑service...
Broadview Federal Credit Union
Latham, NY
1 day ago
Sr Client Service Representative
$75k - $110k
...Sr Client Service Representative Serve with impact. As a Senior Client Service Representative, you'll be a trusted partner to clients... ...a streamlined, client-focused experience that strengthens relationships and elevates service quality. Since 1913 we've been committed...
Jewelers Mutual Group
Watervliet, NY
2 days ago
Client Service Associate
$65k - $70k
...Client Service Associate Albany, NY Position Summary Focus Partners Wealth is seeking a Client Service Associate to join our growing... ...with Wealth Advisors to support and strengthen client relationships, serving as the primary point of contact for operational...
Work at office
Remote work
2 days per week
Focus Financial Partners
Albany, NY
1 day ago
KPB Client Service Associate - Trust
$25 - $38.46 per hour
...Road, Brooklyn Ohio Job Summary The Associate works in a Salesforce task environment... ...while maintaining an optimal level of client service. Essential Functions Performs day-to... ...serve as primary contact for some account relationships. Assists Trust Officer in managing...
Hourly pay
Work experience placement
Work at office
Remote work
Flexible hours
KeyBank
Albany, NY
5 days ago
Private Client Advisor, Wealth Planning & Relationships
A leading financial institution is seeking a Private Client Advisor to offer comprehensive financial planning and advice. This role involves building strong client relationships, delivering personalized investment solutions, and educating clients on banking technology....
JPMorgan Chase & Co.
Albany, NY
2 days ago
Senior Project Manager - Water/Wastewater Services
$115.25k - $201.68k
...previous experience managing municipal water services projects to join our greater NY capital... ...of engineering projects for our clients in the following areas of practice: planning... ...and maintaining positive working relationships with key decision makers in clients’ organizations...
H1b
CDM Smith
Latham, NY
2 days ago
(USA) Tire and Battery Service Advisor
$20 - $28 per hour
...Member Collaborates with team members to fulfil sales and service requests educating other associates on tools tasks resources and mentor new technicians... ...: Works as a team builds strong and trusting relationships communicates with impact energy and positivity to motivate...
Hourly pay
Minimum wage
Full time
Temporary work
Part time
Immediate start
Walmart
Latham, NY
9 days ago
Client Service Associate
$65k - $70k
Position Summary Focus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate role is... ...with Wealth Advisors to support and strengthen client relationships, serving as the primary point of contact for operational...
Full time
Work at office
Local area
Remote work
2 days per week
Focus Partners Wealth
Albany, NY
3 days ago
Service Advisor
$80k - $100k
...THE ROLE: The Service Advisor plays a critical role in delivering exceptional customer... ...service check‑in through completion Build relationships with customers and identify service... ...care we take with both our customers and associates. You are not just an employee — you are...
Blue Compass RV Albany
Latham, NY
2 days ago
Service Advisor
$85k - $100k
...Start your journey with Blue Compass RV as we are looking for a Service Advisor to join our team! THE ROLE The Service Advisor plays a... ...for customers from service check-in through completion Build relationships with customers and identify service needs with a sales-driven...
Blue Compass RV
Latham, NY
1 day ago
Account Executive
$36k - $45k
...iHeartRadio is the #1 streaming radio digital service in America. We have the only complete... ...fast-paced work ethic, and exceptional client service skills. The ideal candidate is... ...very "go-getter" attitude! Excellent relationship-building and problem-solving skills Communicate...
Full time
Work at office
Local area
Flexible hours
iHeartMedia
Latham, NY
2 days ago
Service Advisor
$64k - $125k
...51 Subaru of Troy Subaru of Troy NOW HIRING: AUTOMOTIVE SERVICE ADVISORS Schedule: Open availability required, including... ...performing service team focused on customer satisfaction and long-term relationships. What You'll Do Act as the primary liaison between...
Contract work
Immediate start
Lithia Motors
Troy, NY
6 hours ago
Manager Client Service - NY
$72k
Job Summary This job drives the delivery of products and services for client accounts. The incumbent manages the servicing and maintenance... ...or cross‑train staff as necessary. Collaborate and build relationships with key internal and external stakeholders to develop strategies...
Local area
Highmark
Latham, NY
4 days ago
Member Service Associate - Capital East Region #1
$20 - $21 per hour
...Member Service Associate If you are ready to join a company that truly cares about its employees, our members, and our community then... ...professional and friendly service to meet members' needs and deepen relationships. You will deliver the Credit Union's mission to benefit...
Work at office
Flexible hours
Broadview Federal Credit Union
East Greenbush, NY
2 days ago
Deli Service Associate — Fresh Foods & Customer Focus
...individual to perform duties related to the prepared foods and deli service counter in Albany, NY. This role focuses on maintaining high... ..., quality, and safety, while fostering strong customer relationships. The ideal candidate will demonstrate effective communication...
Hannaford Supermarkets
Albany, NY
5 days ago
Member Service Associate — Community Banking & Growth
$20 - $21 per hour
Broadview Federal Credit Union is seeking a Member Service Associate to deliver professional and friendly service to our members. Located... ..., processing financial transactions, and fostering member relationships. The ideal candidate will have a High School Diploma, customer...
Hourly pay
Work at office
Broadview Federal Credit Union
Albany, NY
5 days ago
Customer Service Representative
...Customer Service Representative Camelot Print & Copy Centers... ...detail oriented, rapidly build relationships, listen, solve problems and... ...of each and benefits to the client Responsible for ensuring... ...and experience - required Associates degree from a 2-year college...
Full time
Work at office
Camelot Print and Copy Centers
Latham, NY
2 days ago
Customer Service Specialist
$18.5 per hour
...Customer Service Specialist This position is essential to the success... ...concerns and ensure maximum client satisfaction as well as stay... ...Build productive trust relationships with wholesale and retail customers... ...geographic differential associated with the location at which...
Hourly pay
Contract work
Part time
For contractors
Work experience placement
Local area
Afternoon shift
Sherwin-Williams
Colonie, NY
1 day ago
Customer Service Associate I
...Customer Service Associate We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every... ..., and repetitive lifting Excellent customer service and relationship management skills are required Strong organizational and...
Contract work
Local area
Family Dollar
Cohoes, NY
2 days ago
Private Client Advisor
$62.4k
...Private Client Advisor Location: 615 Columbia Turnpike, East Greenbush New York... ...will be the primary provider of investment services to KeyBank Mass Affluent clients by providing... ...existing clients while identifying full relationship opportunities. Establish a strong...
Temporary work
Bank staff
Work at office
Flexible hours
Night shift
KeyCorp
East Greenbush, NY
4 days ago
Private Client Advisor
$62.4k
...New York Job Summary The Private Client Advisor's focus will be on our Mass Affluent... ...be the primary provider of investment services to KeyBank Mass Affluent clients by... ...existing clients while identifying full relationship opportunities. Establish a strong partnership...
Temporary work
Bank staff
Work at office
Immediate start
Flexible hours
Night shift
Key Bank
East Greenbush, NY
6 hours ago
Private Client Advisor
$62.4k
...Greenbush New York Job Summary The Private Client Advisor's focus will be on our Mass... ...will be the primary provider of investment services to KeyBank Mass Affluent clients by... ...existing clients while identifying full relationship opportunities. Establish a strong partnership...
Temporary work
Bank staff
Work at office
Immediate start
Flexible hours
Night shift
Key Bank
East Greenbush, NY
1 day ago
Client Services Associate
...What You Will Be Doing Respond to client requests for new project initiatives through our centralized technology. Collaborate with various... ..., educating the project team and providing a high level of service. Monitor and communicate project progress, ensure strict...
Local area
TransPerfect Connect
Albany, NY
4 days ago
Customer Service Associate - Temporary
...customers with courteous, fair, friendly, and efficient checkout service. Customer Experience Engages customers and patients by... ...all company policies and procedures; maintains respectful relationships with coworkers. Completes special assignments and other tasks...
Temporary work
Work experience placement
Seasonal work
Local area
Flexible hours
Shift work
Afternoon shift
Walgreens Boots Alliance
Colonie, NY
2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Relationship & Service Associate. Be the first to apply!