Boca Raton, Florida, United States · On-site
POSITION SUMMARY: Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development an…
Skills: Client Relationship Management, Financial Planning, Account Onboarding, Risk Assessment, Order Entry
Boca Raton, Florida, United States · On-site
Job DetailsJob Location: BOCA RATON, FL 33428Job Shift: AnyJob Title Fine Dining Server (Tier A) Level Experienced Job Location Boca Woods Country Club - Boca Raton, FL Position Type Full Time Education Level Undisclosed…
Skills: Fine Dining Service, Customer Service, Interpersonal Skills, Order Taking, Conflict Resolution
Boca Raton, Florida, United States · On-site
$60k–$90k/yr
We’re excited about your interest in pursuing the next step in your career with US Foods! Your continuous growth and development is critical to our success. US Foods is committed to working with and providing reasonable …
Skills: Sales Growth, Account Management, Customer Service, Negotiation, Presentation Skills
Boca Raton, Florida, United States · On-site
$60k–$100k/yr
ARE YOU A CURRENT US FOODS EMPLOYEE? PLEASE APPLY DIRECTLY THROUGH OUR INTERNAL WORKDAY CAREER SITE Join Our Community of Food People! BASIC PURPOSE Owns assigned customer relationships and drives sales growth, item and …
Skills: Sales Growth, Account Management, Customer Service, Negotiation, Presentation Skills
Boca Raton, Florida, United States · On-site
$55k–$60k/yr
Job DetailsJob Location: Boca Raton, FL 33486Position Type: Full TimeSalary Range: $55,000.00 - $60,000.00 Salary/yearJob Shift: AnyYou have a talent for bringing people together. From intimate social gatherings to large…
Skills: Catering Sales, Event Coordination, Negotiation, Client Relationship Management, Proposal Writing
Boca Raton, Florida, United States · On-site
$50k–$50k/yr
Benefits: Profit sharing 401(k) Competitive salary Dental insurance Health insurance Opportunity for advancement Paid time off Training & development Vision insurance Wellness resources Role: Collections Technician Entry…
Skills: Account Reconciliation, Financial Analysis, Debt Collection, Negotiation, Customer Service
Boca Raton, Florida, United States · On-site
$15/hr–$21/hr
Our Brand Bloomingdale’s has pushed boundaries, defined trends and made style a source of joy and personal expression for 150 years. Ask anyone who works here the secret to our longevity, and you’ll hear the same thing: …
Skills: Merchandise Receiving, Order Fulfillment, Packing, Inventory Management, Interpersonal Communication
Boca Raton, Florida, United States · On-site
Join the Pacsun Community Pacsun is dedicated to delivering an exclusive collection of the most relevant brands and styles to a community of inspired youth. Through partnerships with brands such as adidas, Brandy Melvill…
Skills: Customer Experience, Sales, Visual Merchandising, Time Management, Communication Skills
Boca Raton, Florida, United States · On-site
Now backed by the nationwide reach of Window Nation, NewSouth Window Solutions delivers the same trusted local craftsmanship with even more opportunity to grow and innovate. At NewSouth, we’re proud to transform homes ac…
Skills: Lead Generation, Sales, Negotiation, Strategic Planning, Closing Techniques
Boca Raton, Florida, United States · On-site
Job DetailsJob Location: Boca Raton, FL 33496Responsible for mixing and serving drinks to members and guests, taking and placing guest orders, serving food and beverages, setting up the bar area, cleaning glasses and bar…
Skills: Drink Mixing, Guest Service, Order Taking, Food Service, Bar Setup
Boca Raton, Florida, United States · On-site
Job DetailsJob Location: Boca Raton, FL 33496Responsible for providing assistance to members including greeting members and assisting with check-in, answering inquiries, carrying equipment, and readying golf carts and pr…
Skills: Customer Service, Equipment Handling, Golf Cart Maintenance, Member Relations
Boca Raton, Florida, United States · On-site
Location: Florida Atlantic University We are hiring immediately for part time CASHIER/FOOD SERVICE WORKER positions. Address: 777 Glades Road, Boca Raton, FL 33431 Note: online applications accepted only. Schedule: Part …
Skills: Cashiering, Customer Service, POS System Operation, Food Preparation, Inventory Management
Boca Raton, Florida, United States · On-site
Job DetailsJob Location: Boca Raton, FL 33496Responsible for monitoring and scheduling activities at the tennis complex, aquatic complex, spa & fitness facility, and golf complex. The Recreation Aides will maintain recre…
Skills: Activity Scheduling, Facility Monitoring, Equipment Maintenance, Administrative Assistance, Customer Service
Boca Raton, Florida, United States · On-site
Job DetailsJob Location: Boca Raton, FL 33496Position Type: SeasonalFood & Beverage Waitstaff who will be responsible for greeting customers, setting up the dining areas, taking and placing orders, carrying trays and pla…
Skills: Customer Service, Order Taking, Food Serving, Table Setting, Payment Collection
Boca Raton, Florida, United States · On-site
Job DetailsJob Location: Boca Raton, FL 33496Position Type: Part TimeSummary: Maximizes play on the golf course by checking in players at the specified time, ensuring they have the appropriate information to proceed to t…
Skills: Golf Etiquette, Pace Of Play Management, Customer Service, Communication, Report Writing
Boca Raton, Florida, United States · On-site
Overview Admiral Security Services was established in 1976 and has consistently grown for over four decades. Today, we service hundreds of locations nationally, provide security coverage to millions of square feet of pub…
Skills: Access Control, Customer Service, Observation And Reporting, Foot Patrols, Microsoft Office
Boca Raton, Florida, United States · On-site
$23/hr–$33/hr
About the role As an Assistant Store Manager, you will grow the company brand by delivering best-in-class service and bringing to life a distinctive world of adult beverages and more for our customers. You will support s…
Skills: Retail Management, Sales Leadership, Inventory Management, Customer Service, Team Training
Boca Raton, Florida, United States · On-site
Location: Florida Atlantic University We are hiring immediately for part time BARISTA positions. Address: 777 Glades Road, Boca Raton, FL 33431 Note: online applications accepted only. Schedule: Part time schedule: Monda…
Skills: Espresso Preparation, Cashiering, Customer Service, POS Operation, HACCP Compliance
Boca Raton, Florida, United States · On-site
Job DetailsJob Location: Saint Andrew's School - Boca Raton, FL 33434About Saint Andrew’s School: Saint Andrew's School is an independent, co-educational school for grades PK-12, Saint Andrew's is both a day school…
Skills: Customer Service, Google Suite, Communication, Organization, Multitasking
Boca Raton, Florida, United States · On-site
Company Description Aura Logistics is a fast-growing delivery company based in South Florida. We’re committed to safe, on-time, and reliable service for homes and businesses. Our mission is to build a strong, positive cu…
Skills: Safe Driving, Customer Service, Package Delivery, Problem Solving, Time Management
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The Registered CSA supports the growth of business by managing client relationships, processing requests, and onboarding new accounts. They partner with Financial Advisors to execute business plans and provide administrative support for daily operations.
Candidates must hold active Series 7 and Series 66 (or 63 and 65) licenses. A high school diploma is required, though a college degree and two or more years of industry experience are preferred.
Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients.
DUTIES and RESPONSIBILITIES:
Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current
Identify and assist with Firm services and solutions that support clients’ needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile
Confirm authorization and authenticate client when processing requests
Onboard and maintain client accounts, including collecting client information and required documentation, capturing and assessing risk, processing money movement transactions and handling estate needs as examples
Input orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment options and corporate actions with clients at the direction of Financial Advisors
Prepare financial plans, client reports, and other materials for client meetings
Review and take appropriate action on client account alerts
Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model
Support the team’s marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
Actively engage in available training and education programs – including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls
Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance
Proactively participate in firm initiatives directed by local management
Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Two or more years of industry experience preferred
High School Diploma/Equivalency
College degree preferred
Strong industry, product, and branch procedures knowledge
Exceptional writing, interpersonal and client service skills
Detail oriented with superior organizational skills and ability to prioritize tasks
Strong computer skills and knowledge of Microsoft Office products
Team player with the ability to collaborate with others
Ability to work in a fast-paced, evolving environment
Goal oriented, self-motivated and results driven
Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
Reports to:
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.
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
There are currently 760 open customer service & support positions in Boca Raton, FL listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include The Boca Raton, Baptist Health, Domino's, Saks Fifth Avenue, Starbucks, among others. Browse the listings above to see every active employer.
Yes — 39 of the 760 open customer service & support positions offer remote or hybrid work (15 remote, 24 hybrid).
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