Client Service Associate
Morgan Stanley
We're seeking someone to join our team as a Client Service Associate in . In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is an Associate position at the P2 job level within Client Service & Relationship Management, which is responsible for managing internal and external client relationships. We do this by engaging in client service activities, optimizing the client experience, and managing vendor/external business partner relationships. Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world. At Morgan Stanley Columbus, we support the Firm’s global Wealth Management, Private Banking, Operations and Technology divisions. Morgan Stanley has been rooted in the Columbus community since 2003. We offer best-in-class centers of excellence to support our clients with various call centers achieving J.D. Power certification since 2018. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. There’s ample opportunity for innovation, deep learning and career progression for those who show passion and grit in their work. And we proudly give back to local nonprofit organizations in the Columbus community by offering up our unique skillsets, thousands of volunteer hours and dedicated financial support. What you'll do in the role:
- Execute processes/functions and/or support process management and project efforts, leveraging knowledge of the systems, markets and instruments that influence the team
- Recognize risk in day-to-day processes to draw out the key issues and contribute to process improvements
- Build relationships within team and internal stakeholders, sharing knowledge to contribute to team output
- Participate in projects and initiatives, aiding in solution formulation with a focus on timely execution What you'll bring to the role:
- Ability to establish clear goals and priorities, and address non-standard issues within area of expertise with minimal guidance and supervision
- Subject matter expertise in business area supported, client requirements, and ability to ensure control is not compromised to comply with client requests
- Culture carrier across Operations, embracing the Firm's core values
- At least 2 years' relevant experience would generally be expected to find the skills required for this role WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste into your browser.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit:
Vacancy posted 9 hours ago
Similar jobs that could be interesting for youBased on the Client Service Associate in Columbus, OH vacancy
- Product Operations & Services- Registered Service AssociateDescription - ExternalCompany... ...management services. The Firm's employees serve clients worldwide including corporations,... ...responsibility of the Registered Service Associate is to support Morgan Stanley Advisors...SuggestedWork at officeLocal areaWorldwide3 days per week
$65k - $80k
...Capital Asset Management is a wealth management firm in Columbus, OH and we are seeking a Client Service Associate to join our team. We are seeking a Client Service Associate to assist in providing excellent service to our clients. If you want to join a Financial Planning...SuggestedWork at officeMonday to Friday- ...Skills Sought: Exceptional attention to detail Dependable and service-oriented mindset Self-motivated with the ability to work... ...professional development Key Responsibilities: Engage internal clients through both inbound and outbound phone communications Serve as...SuggestedContract work
- ...Richard L. Chilton Jr. CTC offers full-service, bespoke private wealth management services... .... Our mission is to provide our clients with a portfolio of services that capture... ...Position Description The Client Service Associate will work directly with Chilton Client...SuggestedWork at office
- ...Job Description Job Description Client Service Associate – Global Investment Firm (Delaware) Location: Wilmington, DE (Hybrid) Job Type: Full-Time | Experienced Industry: Investment Management / Wealth Management About the Firm ISC’s team of Financial...SuggestedFull timeWork at office
$58.3k - $80.1k
...Our CompanyWe’re a diversified financial services leader with more than $1.5 trillion in... ...individual, small business and institutional clients. We are a longstanding leader in... ...loyalty. As a Registered Client Service Associate, you will provide dedicated support to a...Full timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week- ...Position Overview AO Globe Life is seeking a Benefits Enrollment Specialist to assist clients with understanding life, supplemental health, and accident insurance options. You will work remotely with individuals and families, complete needs-based consultations, and...Remote jobHourly payWeekly payFull timeFor contractorsLocal area
- ...JPMorgan Asset Management (JPMAM) helps institutional and individual clients from around the globe meet their financial goals by providing... ...the JPMAM value proposition. Provide superior client service by being responsive, thoughtful, and focusing on clients' needs...
- ...Internal Client Advisor JPMorgan Asset Management (JPMAM) helps institutional and individual clients from around the globe meet their... ...the JPMAM value proposition. Provide superior client service by being responsive, thoughtful, and focusing on clients' needs...
- ...About this position This entry-level role provides hands-on support to clients while keeping service requests organized and moving forward. Your focus · Serve as an accessible point of contact for clients · Clarify needs and communicate available solutions ·...
- ...Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail... ...investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates,...
- ...Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail... ...investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates,...
- ..., we have an enthusiasm for helping our clients, taking care of our employees, building... ..., and delivering extraordinary customer service while maintaining a strong commitment to... ...financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you...
- ..., we have an enthusiasm for helping our clients, taking care of our employees, building... ..., and delivering extraordinary customer service while maintaining a strong commitment to... ...Advisors and Private Client Investment Associates. You will drive the execution of key strategies...Flexible hours
- Morgan Stanley is seeking a Client Relationship Analyst to support Financial Advisors and Private Wealth Advisors in daily client service and administrative tasks. The role emphasizes building trusted client relationships, handling routine transactions, and assisting with...
$25 - $44 per hour
...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...Hourly paySeasonal workWork at officeWork from homeShift workDay shift$25 - $44 per hour
...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...Hourly paySeasonal workWork at officeWork from homeShift workDay shift- Ameriprise Financial is seeking a Registered Client Service Associate to support high-performing advisors by preparing portfolio materials, building financial plans, and managing client interactions to deepen relationships. The role requires 3-5 years of experience, a...Work at officeRemote work
$16 per hour
...from home, an office, or Anywhere, we offer products and services designed to help people work and learn together, whether they... ...is what we do, not where we do it. We're hiring Client Experience Associates to join our team! Your Role Watch first: A Day in...Work at officeRemote workWork from homeShift work- ...and influence? Join our US Private Bank Client Onboarding team, where you'll support all... ...Management, USPB Client Onboarding Associate within our team, you will be responsible... ...years of experience within a financial services, operational or compliance fields ~ Strong...Flexible hours
- ...Job Description Job Description Position Summary The HRIS Service Center Associate serves as a key member of the HR Shared Services team and is responsible for providing employee support, processing HRIS transactions, system support, employee data management, and...Work at officeRemote work
- The next Columbus Client Success cohort start date is in January 2027! Our 2026 cohorts... ...Operational Excellence. As a Client Success Associate, you will be responsible for the daily... ...occur to provide best-in-class customer service Determine how to maximize profitability...Work experience placementCasual workLocal areaRelocationRelocation packageMonday to Friday
$33.75k - $56.25k
## Client Experience AssociateApply: OH - Columbus (43220): Full time: Posted Today: R2... ...company’s success. As a Client Experience Associate within PNC's Retail Banking organization... ...with a defined sales process including, service to sales, teller interactions, and...Full timeTemporary workPart timeWork experience placementWork at office$33.75k - $56.25k
...opportunity to contribute to the company’s success. As a Client Experience Associate within PNC's Retail Banking organization, you will be based... ...outbound interactions with a defined sales process including, service to sales, teller interactions, and effective lobby...Full timeTemporary workPart timeWork experience placementWork at office- ...Front End Service Team Associate WM Supercenter #5857 50 E Schrock Rd Westerville, OH 43081-2915 CP-5857-9025 $15.00 - $28.00/hr* Part time Shift may start between 7:00am - 9:00am Shift may start between 4:00am - 7:00am Role Summary Front End Service associates...Hourly payMinimum wageFull timeTemporary workPart timeShift workWeekend workAfternoon shift
$15 - $28 per hour
..., Closing Location Walmart Supercenter #5857 50 E SCHROCK RD, WESTERVILLE, OH, 43081, US Job Overview Front End Service associates are focused on compliance and customer service. They smile, greet and thank customers, process returns / refunds, and carry out...Hourly payMinimum wageFull timeTemporary workPart timeShift work$16.93 - $25.39 per hour
...benefits depending on your employment status. Responsibilities Purpose: The PSAs will coordinate and provide patient support services such as answering phones, directing calls, greeting patients/visitors, maintaining patient medical records via EMR or paper charts...Work at officeFlexible hours- ...accordingly Co-Pays: Collects co-payments according to insurance plan information and type of service. Collates all copays and completes associated documentation Balances at end of work day to include reconciliation of monies taken matches EOD report...Work at office
$59k - $65k
...Service Account CoordinatorNexmos Design is seeking a detail-oriented and client-focused Service Account Coordinator to join our operations team in Columbus, OH. In this role, you will serve as a key liaison between clients and internal teams to ensure service requests...Work at office$47k - $51k
...impactful experiences while maintaining the highest standards of service and efficiency. Job Description Park 6 Logistics is... ...and customer-focused Service Account Coordinator to support client accounts and ensure seamless communication between customers and...Full time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Service Associate. Be the first to apply!
Related searches
- client success associate Columbus, OH
- client relationship associate Columbus, OH
- client account associate Columbus, OH
- client solutions associate Columbus, OH
- senior service associate Columbus, OH
- health services administrator Columbus, OH
- information technology and services consultant Columbus, OH
- card services specialist Columbus, OH
- guest services associate Columbus, OH
- environmental service worker Columbus, OH




