Menlo Park, California, United States · On-site
$35k–$90k/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 Relationship Management, Financial Planning, Account Onboarding, Risk Assessment, Microsoft Office
Los Angeles, California, United States · On-site
$20/hr–$24/hr
Mechanics Bank is currently searching for full time Customer Service Representative II to join our team at our Hollywood Blvd Branch. This position is responsible for acquisition, retention and expansion of new and exist…
Skills: Cash Handling, Customer Service, Cross-selling, Account Opening, Banking Operations
San Luis Obispo County, California, United States · On-site
Ranked #1 for Safety, Quality and Patient Satisfaction, Jupiter Medical Center is the leading destination for world-class health care in Palm Beach County and the greater Treasure Coast. Outstanding physicians, state-of-…
Skills: Insurance Verification, Medical Billing, Medical Coding, EMR Systems, CPT Codes
San Jose, California, United States · On-site
$27/hr–$27/hr
Job DetailsJob Location: San Jose, CA 95123Position Type: Full TimeSalary Range: $27.50 - $27.50 HourlyUNIVERSAL BANKER - Full Time (San Jose, CA) Job Summary: The Universal Banker is a highly motivated sales and service…
Skills: Sales, Customer Service, Cross-selling, Cash Handling, Loan Funding
Riverside, California, United States · On-site
$16/hr–$18/hr
Job DetailsJob Location: Riverside, CA 92504Position Type: Full TimeSalary Range: $16.90 - $18.00 HourlyRiverside Metro Auto Group Location: Riverside, CA Job Type: Full-Time Pay: $18.00 per hour Position Summary Riversi…
Skills: Document Scanning, Indexing, Electronic Filing, Microsoft Office, Attention To Detail
Crest, California, United States · Hybrid
Welcome to Ovation Healthcare! At Ovation Healthcare (formerly QHR Health), we’ve been making local healthcare better for more than 40 years. Our mission is to strengthen independent community healthcare. We provide inde…
Skills: Accounts Receivable Management, Revenue Cycle Management, Medical Billing, Collections, Staff Leadership
San Diego, California, United States · On-site
$90k–$95k/yr
Job DetailsLevel: ManagementJob Location: Lodge - La Jolla , CA 92037Position Type: Full TimeSalary Range: $90,000.00 - $95,000.00 Salary/yearJob Shift: ExemptJob Category: Management and Supervisory LOCATION The Lodge a…
Skills: Procurement, Vendor Negotiation, Inventory Control, Strategic Sourcing, Budget Management
Ontario, California, United States · On-site
$77k–$97k/yr
Company Overview Cemex US is a leader in the building materials industry, known for our innovation, quality, and operational excellence. With over a century of expertise, we are committed to delivering products and servi…
Skills: Financial Reporting, Forecasting, Budgeting, P&L Analysis, Inventory Management
Los Angeles, California, United States · On-site
$78k–$111k/yr
Company Argo Group Argo Group is an underwriter of specialty insurance products in the property and casualty market. Argo offers a full line of products and services designed to meet the unique coverage and claims-handli…
Skills: Subrogation Adjudication, Auto Claims Handling, Workers Compensation Claims, Liability Evaluation, Settlement Negotiation
Solvang, California, United States · On-site
$27/hr–$33/hr
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it tak…
Skills: Client Relationship Management, Retail Banking, Digital Banking Proficiency, Financial Needs Assessment, Customer Service
Santa Clara County, California, United States · Hybrid
$113k–$159k/yr
Working Location: California, San Jose; Massachusetts, Westborough; Pennsylvania, Center Valley Workplace Flexibility: Hybrid For more than 100 years, Olympus has focused on making people’s lives healthier, safer and mor…
Skills: Financial Management, Cost Accounting, Inventory Management, Budgeting, Forecasting
San Jose, California, United States · Hybrid
$161k–$262k/yr
The Company PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consum…
Skills: Experience Strategy, Interaction Design, Information Architecture, Prototyping, Storytelling
Los Angeles, California, United States · Hybrid
$150k–$185k/yr
Our Company Oaktree is a leader among global investment managers specializing in alternative investments, with more than $220 billion in assets under management. The firm emphasizes an opportunistic, value-oriented, and …
Skills: Treasury Management, Cash Management Operations, Payment Operations, Bank Account Management, Team Leadership
Los Angeles, California, United States · Hybrid
$100k–$130k/yr
Company Overview At Motorola Solutions, we believe that everything starts with our people. We’re a global close-knit community, united by the relentless pursuit to help keep people safer everywhere. We build and connect …
Skills: Financial Analysis, Data Wrangling, Variance Analysis, Financial Modeling, Alteryx
Santa Clara, California, United States · On-site
$212k–$292k/yr
Who We Are Applied Materials is a global leader in materials engineering solutions used to produce virtually every new chip and advanced display in the world. We design, build and service cutting-edge equipment that help…
Skills: M&A, Strategic Investments, Due Diligence, Deal Structuring, Legal Analysis
San Francisco, California, United States · On-site
$110k–$225k/yr
Highlight is building a shared intelligence layer for the modern workforce. Highlight unifies context across every person and tool on your team, seamlessly bridging information silos. It evolves with your organization to…
Skills: Candidate Screening, Interview Coordination, Applicant Tracking Systems, Invoicing, Vendor Management
Riverside, California, United States · Hybrid
$33/hr–$50/hr
We’re always looking for diverse, talented, service-oriented people to join our exceptional team. Real Estate Loan Underwriter III The pay range for this position is listed below. Our pay ranges are built to allow for ca…
Skills: Loan Underwriting, Credit Approval, Regulatory Compliance, Risk Management, Loan Operating Systems
Brea, California, United States · On-site
$63k–$117k/yr
Overview Position Summary: If you’re passionate about helping people restore their lives when the unexpected happens to their homes and providing the best customer experience, then our Mercury Insurance Property Claims t…
Skills: Property Claims Adjusting, Xactimate, Damage Estimation, Customer Service, Field Inspection
San Francisco, California, United States · Hybrid
$242k–$388k/yr
About Us Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to …
Skills: Sales Lifecycle Management, Commercial Structuring, Negotiation, Relationship Management, Payment Strategy
Thousand Oaks, California, United States · On-site
$22/hr–$29/hr
The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role …
Skills: Retail Banking, Customer Service, Account Opening, Financial Transactions, Sales
Menlo Park, California, United States • On-site
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Provide exceptional service to private wealth clients and support Financial Advisors with daily operations and account maintenance. Responsibilities include processing client requests, preparing financial reports, and assisting with business development and marketing strategies.
Candidates should have a high school diploma, though a college degree and two or more years of industry experience are preferred. Willingness to obtain Series 7 and Series 66 (or 63 and 65) licenses is 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.
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:
Education and/or Experience
Willingness to obtain 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
Knowledge/Skills
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.
Expected base pay rates for the role will be between $35,152 and $90,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
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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