Client Associate jobs in Tampa, FL

Recently Added Client Associate jobs

M
Registered Client Service Associate
  • Morgan Stanley
  • Tampa, FL FULL_TIME
  • Registered Client Service Associate

    Job Number:

    3248194

    POSTING DATE: May 6, 2024
    PRIMARY LOCATION: Americas-United States of America-Florida-Tampa
    EDUCATION LEVEL: Refer to Position Description
    JOB: Wealth Management
    EMPLOYMENT TYPE: Full Time
    JOB LEVEL: Non-Exempt

    DESCRIPTION

    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 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
    CLIENT SUPPORT
      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
    OTHER
      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

    QUALIFICATIONS

    EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS

    Education and/or Experience
      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
    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

    Morgan Stanley
    EOE committed to diversifying its workforce.
    M/F/D/V
  • Just Posted
Apply this Job
G
Associate, Client Service
  • Guidepoint
  • Sydney, FL FULL_TIME
  • Overview: The Client Service team is the backbone of Guidepoint’s success. The team is responsible for efficiently delivering Guidepoint’s services to our clients around the world. We work to understa...
  • 4 Days Ago
Apply this Job
N
Client Service Associate
  • Northwestern Mutual
  • Tampa, FL FULL_TIME
  • COMPANY OVERVIEW Northwestern Mutual is among the top financial services companies in the industry, helping clients achieve financial security for over 160 years. Northwestern Mutual Greater Tampa Bay...
  • 1 Month Ago
Apply this Job
S
Client Management Associate
  • StoneX Group
  • Sydney, FL FULL_TIME
  • Overview Client Management Associate - Bilingual Mandarin Responsibilities General Duties: Supporting our Mandarin speaking clients with account and platform inquiries Executing trades over the phone ...
  • 9 Days Ago
Apply this Job
C
Client Service Associate
  • Cary Street Partners Financial LLC
  • Tampa, FL FULL_TIME
  • Summary of Expectations The Client Service Associate provides primary support to the Wealth Management Group and must possess excellent organizational skills and interpersonal capabilities to effectiv...
  • 9 Days Ago
Apply this Job
S
Client Service Associate
  • SEQUOIA FINANCIAL GROUP
  • Tampa, FL FULL_TIME
  • DescriptionSequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist w...
  • 27 Days Ago
Apply this Job
View All Client Associate Jobs
Salary Company Skills Job Openings
Filters

Clear All
  • Filter Jobs by companies
  • More
Salary Company Skills Job Openings

0 Client Associate jobs found in Tampa, FL area

P
B2B Outside Sales - Client Executive
  • Paynada
  • Clearwater, FL
  • #183; Conduct direct sales in the B 2 B environment, both in-person and virtually. - Demonstrate problem-solving skills ...
  • 5/8/2024 12:00:00 AM
Apply this job
M
Junior Brand Ambassador
  • Meseret Consulting
  • Tampa, FL
  • Meseret is a progressive consulting firm that is proud to partner with leading national brands, to deliver innovative sa...
  • 5/8/2024 12:00:00 AM
Apply this job
H
Educational Practice Leader
  • Harvard Jolly PBK
  • Tampa, FL
  • For over 40 years, Harvard Jolly | PBK has been a leader in architectural and engineering design solutions across the Un...
  • 5/8/2024 12:00:00 AM
Apply this job
A
Portfolio Community Manager
  • Associa
  • Saint Petersburg, FL
  • Job Description Associa is currently looking for a Community Association Manager (CAM) to join our team in St. Petersbur...
  • 5/7/2024 12:00:00 AM
Apply this job
S
Housing Choice Voucher Specialist - Property Management
  • Second Avenue
  • Tampa, FL
  • Second Avenue is the premier platform for enabling institutions to deploy meaningful capital into single-family resident...
  • 5/6/2024 12:00:00 AM
Apply this job
O
Senior Account Manager
  • OneDigital
  • Tampa, FL
  • Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A c...
  • 5/6/2024 12:00:00 AM
Apply this job
B
Practice Manager 1
  • Banfield Pet Hospital
  • Tampa, FL
  • The primary purpose and function of the Practice Manager is to manage the hospital and ensure the highest quality of vet...
  • 5/5/2024 12:00:00 AM
Apply this job
T
Senior Project Manager
  • The Johnson Group Inc.
  • Locations Available: Jacksonville, FL Tampa, FL Orlando, FL Fort Myers, FL St. Petersburg, FL Sarasota, FL The Project M...
  • 5/4/2024 12:00:00 AM
Apply this job
View All Client Associate Jobs

About Tampa, Florida

Tampa is a major city in, and the county seat of, Hillsborough County, Florida, United States. It is on the west coast of Florida on Tampa Bay, near the Gulf of Mexico, and is the largest city in the Tampa Bay Area. The bay's port is the largest in the state, near downtown's Channel District. Bayshore Boulevard runs along the bay, and is east of the historic Hyde Park neighborhood. Today, Tampa is part of the metropolitan area most commonly referred to as the "Tampa Bay Area". For U.S. Census purposes, Tampa is part of the Tampa-St. Petersburg-Clearwater, Florida Metropolitan Statistical Area....
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Associate jobs
$50,396 to $66,076
Tampa, Florida area prices
were up 1.1% from a year ago
View detail

What does a Client Associate do?

Client Associate
Assisting clients and the wealth management team with preparation of account applications, asset-transfer forms, and client-specific requests at various custodians (.
October 26, 2022
Monitors and proactively communicates on-going issues that impact customer satisfaction and helps ensure timely resolution.
November 22, 2022
Actively supports our CO-OP culture and embraces our core values of Work as Partners, Communicate Openly and Honestly, Demonstrate Excellence and Champion Change in all interactions.
January 22, 2023
Build solid working relationships with team members, acting as a resource for others whenever possible.
March 03, 2023
Manages a large amount of inbound calls or chats in a timely manner related to at least five major areas of the eMoney platform.
April 05, 2023
Works within matrix cross-functional teams to sustain and improve internal processes and procedures.
April 17, 2023
Understand client issues, be responsible for providing timely follow-up to clients and be accountable for client satisfaction through the ownership of the problem.
April 24, 2023
Prepare and ensure new business paperwork successfully submitted which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance applications and coordinate rollovers.
May 02, 2023
Demonstrate service delivery excellence by fielding client calls, supporting product transactions, answering questions and finding resolutions to service related issues.
May 06, 2023
Provide general administrative duties such as answering the advisors phone, processing expense management reports, prepare routine client correspondence, support for closes, set up of client files, copy and new business correspondence and alerts.
May 18, 2023