Seattle, Washington, United States · On-site
$55k–$95k/yr
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, individual…
Skills: Client Service, Relationship Management, Administrative Support, Microsoft Office, Time Management
Seattle, Washington, United States · Remote OK
$26/hr–$49/hr
We are Farmers – where ambition meets opportunity. At Farmers, we’re not just known for unforgettable jingle – we’re a team with a passion for purpose and making a real difference in people’s lives. We deliver peace of m…
Skills: Civil Litigation, Discovery, Legal Research, Document Preparation, Interrogatories
Seattle, Washington, United States · On-site
$28/hr–$40/hr
Job Description UW Medical Center-Montlake - Urology has an outstanding opportunity for a Medical Assistant - Certified (MA-C). WORK SCHEDULE Per diem Day Shift DEPARTMENT DESCRIPTION The Urology Clinic at UW Medical Cen…
Skills: Patient rooming, Vital signs monitoring, Injections, Medication prior authorizations, Point of care testing
Tasso, Inc.Seattle, Washington, United States · Remote OK
$55k–$68k/yr
Who We Are Tasso is a fast-growing Seattle-based startup focused on delivering at-home diagnostic testing to those who need it most. We are growing our footprint with leading health systems, clinical research organizatio…
Skills: Sales support, Order management, CRM, Salesforce, Customer service
Seattle, Washington, United States · On-site
$22/hr–$23/hr
Who we are West Seattle Animal Hospital is Hiring a Client Care Receptionist! Position Details Role: Client Care Receptionist (CCR)Status: Full-timeSalary: $22–$23 per hourSchedule: Four days per week with Saturday avail…
Skills: Customer service, Communication, Multi-line phone systems, Data entry, Organization
Seattle, Washington, United States · Remote OK
$64k–$95k/yr
The Seattle Times, a family-owned news organization and one of the nation’s premier regional news sources, is seeking a versatile Sports Multiplatform Editor. We’re looking for a sports enthusiast with a stellar understa…
Skills: Copy editing, AP style, SEO, Digital journalism, News judgment
Seattle, Washington, United States · On-site
About us: Stanley 1913 - Built for Life® since 1913. The Stanley 1913 brand has fueled the human experience since the iconic Stanley vacuum bottle revolutionized the way people enjoyed food and beverage. Today, our color…
Skills: Product operations, Product development, Product management, Commercialization, Project coordination
Seattle, Washington, United States · On-site
About the Role As a member of the Front of House team, we help the veterinary team provide every patient and client with our "option-based" approach to veterinary medicine while understanding "gold standard medicine". Fr…
Skills: Customer Service, Multi-line Telephone Operation, Data Entry, Client Communication, Conflict Resolution
Seattle, Washington, United States · On-site
Overview Concierge Hiring Now! Are you interested in a career with a consistent schedule where you interact and help others? Aegis of Madison is looking for a Concierge to provide exceptional customer service to our resi…
Skills: Customer Service, Communication, Front Desk Management, Phone Etiquette, Scheduling
SkinSpiritSeattle, Washington, United States · On-site
$24/hr–$28/hr
Client Care Administrator Department: Administrative Employment Type: Full Time Location: Seattle - Green Lake Compensation: $24.00 - $28.00 / hour Description Celebrating 20+ years of excellence, SkinSpirit is a top des…
Skills: Customer service, Appointment scheduling, Telephone communication, Data entry, Multi-tasking
Seattle, Washington, United States · On-site
$25/hr–$39/hr
The Patient Care Coordinator provides various receptionist and skilled clerical duties to support the department. This position may be responsible for scheduling patients, obtaining necessary documentation, supporting pr…
Skills: Patient scheduling, Clerical duties, Prior authorizations, Documentation management, Continuity of care
Seattle, Washington, United States · On-site
$23/hr–$25/hr
About the Role: SeattleNTC is excited to open a new staff position! The Patient Services Representative at Seattle Neuropsychiatric Treatment Center PLLC plays a critical role in ensuring a seamless and positive experien…
Skills: Patient Registration, Medical Billing, Insurance Verification, Medical Terminology, Office Equipment Operation
Seattle, Washington, United States · On-site
$81k–$100k/yr
Role Summary Overland AI is building off-road autonomy, and our software infrastructure is the backbone that enables our teams to move fast, experiment safely, and ship mission-critical systems. As a junior system admini…
Skills: Python, JavaScript, C++, Linux, Networking
Seattle, Washington, United States · On-site
$27/hr–$29/hr
About the Role: The Research Recruitment Coordinator plays a pivotal role in supporting the talent acquisition process by managing and streamlining recruitment activities to ensure a seamless candidate experience. This p…
Skills: Recruitment coordination, Applicant tracking systems, Microsoft Office Suite, Organizational skills, Multitasking
Seattle, Washington, United States · On-site
$23/hr–$29/hr
Purpose The Patient Services Representative (PSR) will greet and check-in medical and/or dental patients at the time of appointment, as well as schedule patient appointments through the check-out process. As the first po…
Skills: Customer service, Patient registration, Appointment scheduling, Insurance verification, Electronic health records
Seattle, Washington, United States · On-site
$23/hr–$29/hr
Purpose The Patient Services Representative (PSR) will greet and check-in medical and/or dental patients at the time of appointment, as well as schedule patient appointments through the check-out process. As the first po…
Skills: Patient registration, Appointment scheduling, Customer service, Insurance verification, Electronic health records
Seattle, Washington, United States · On-site
$23/hr–$29/hr
Purpose The Patient Services Representative (PSR) will greet and check-in medical and/or dental patients at the time of appointment, as well as schedule patient appointments through the check-out process. As the first po…
Skills: Customer service, Patient registration, Appointment scheduling, Insurance verification, Electronic health records
Seattle, Washington, United States · On-site
$30/hr–$42/hr
This position is responsible for maintaining inventory controls for surgical and interventional supplies and materials. Works with Supply Chain (MSC) Supervisor, Specialty Charge RNs, and clinicians to manage, adjust, an…
Skills: Inventory control, Materials management, Supply chain management, Data management, Logistics
Seattle, Washington, United States · On-site
$30/hr–$42/hr
Conducts physical inventory of supply areas, such as patient care and ancillary areas. Utilizes the MM (Material Management) System to enter data and generate pick tickets. Accurately picks items listed on pick tickets. …
Skills: Inventory management, Supply distribution, Materials management, Data entry, Pick ticket generation
Marriott International Hotels, Inc.Seattle, Washington, United States · On-site
POSITION SUMMARY Our jobs aren’t just about giving guests a smooth check-in and check-out. Instead, we want to build and experience that is memorable and unique. Our Guest Experience Specialists take the initiative to de…
Skills: Guest services, Front desk operations, Communication, Problem solving, Hospitality
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The Client Service Associate provides daily support to Financial Advisors and their teams by managing client relationships and executing administrative tasks. Responsibilities include processing money movements, maintaining calendars, and assisting with general office functions to ensure efficient team operations.
Candidates should possess a High School Diploma or equivalent, with a college degree preferred. Strong organizational skills, proficiency in Microsoft Office, and the ability to obtain Series 7 and 66/63/65 licenses are required.
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 relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.
CLIENT SUPPORT
Provide service coverage for a FA/PWA/team including:
Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
Executing money movement transactions at the request of the client and/or FA/PWA
Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit)
Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA
Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
Supporting the FAs/PWAs/teams’ marketing strategy (e.g., website maintenance)
Assist FAs/PWAs/teams in delivering against their business plan and client service model
Remaining current on all policies, procedures and new platforms
Participating in firm initiatives (e.g., training or education programs) , special projects and/or other duties directed by local management
Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs/PWAs/teams as needed)
Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
Assisting with general in-office support functions such as copying, filing and scanning documentation
Preparing and submitting expense reports for processing at the direction of the FA/PWA
High School Diploma/Equivalency
College degree preferred
Industry experience is a plus
Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Knowledge/Skills
Detail orientated with superior organizational skills and ability to prioritize
Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
Exceptional writing, interpersonal and client service skills
Strong time management skills
Team player with the ability to collaborate with others
Ability to work in a fast-paced, evolving environment
Adaptable and ability to multi-task
Goal oriented, self-motivated and results driven
Business Service Officer
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 https://www.morganstanley.com/about-us/global-offices into your browser.
Salary range for the position: [$55,000 - $95,000] Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
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: https://www.morganstanley.com/people-opportunities/eeo.
Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With a 90-year history, Morgan Stanley today operates in 42 countries serving corporations, governments, institutions, families and individuals. Morgan Stanley is a talent business that demands ongoing investment in our people. Key drivers of our success have been the breadth and tenure of our talent, as well as a unique culture and a set of values that guide our employees. We view Morgan Stanley’s talent and culture as a key competitive advantage enabling the Firm to achieve its potential and drive future success. As an integrated firm with scaled capabilities, we partner with clients at every stage of their financial journey. Our ability to do so is grounded in four pillars that define Morgan Stanley: a clear and consistent strategy to help clients raise, manage and allocate capital; a culture grounded in rigor, humility and partnership; financial strength through capital, earnings power and durability; and growth driven by smart, strategic investment globally. These pillars enable Morgan Stanley to provide trusted advice, operate with resilience across market cycles and deliver long-term value to our clients and shareholders. Social Media Disclosures: mgstn.ly/SocialDisclosure
Offices: 1585 Broadway, New York, NY 10036, US · 2000 Westchester Ave, Purchase, New York 10577, US · 522 5th Ave, New York, US · 20 Bank Street, Canary Wharf, London, England E14 4AD, GB · 1 Austin Road West, Kowloon, Hong Kong, HK
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