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Sentinel Group
Wakefield, MA, United States
Location Note: This a hybrid role for our Wakefield, MA office. The Purpose of Your Role: This is an entry level positon to develop into a full time financial planning role. This role will start out learning various departments at Sentinel and assisting a team of Financial Planners, Para Planners, Operations and Client Relationship Managers. Th
Job Source: Sentinel GroupCIBC LLC
Boston, MA, United States
Were building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing whats right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they ar
Job Source: CIBC LLCFanning Personnel
Boston, MA, United States
Position Summary Boston investment firm is seeking a Client Service Associate to join their dynamic team. This individual will work closely with the Client Advisory Team to understand the client's needs and to improve upon service within each client relationship as well as facilitate the daily transactions for client portfolios. The Client Service
Job Source: Fanning PersonnelMorgan Stanley
Middleton
*POSITION SUMMARY* Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate 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
Job Source: Morgan StanleyMorgan Stanley
Boston, MA, United States
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 unders
Job Source: Morgan StanleyMorgan Stanley
Middleton, MA, United States
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 unders
Job Source: Morgan StanleyMorgan Stanley
Boston
*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 under
Job Source: Morgan StanleyFanning Personnel
Boston, MA, United States
Associate, Client Service & Marketing opening located at a wealth management firm in Boston I'm a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment firms in and around Boston, with their candidate recruitment process. This scenario has enabled us to serve as a valuable resource to an individual
Job Source: Fanning PersonnelMiddleton
*POSITION SUMMARY*
Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate 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 require documentation, processing money movement transactions as an example
* 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
*EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:*
_*Education and/or Experience*_
* 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*_
* Strong computer skills and knowledge of Microsoft Office products
* Exceptional writing, interpersonal and client service skills
* Detail orientated with superior organizational skills and ability to prioritize tasks
* 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
_*Reports to:*_
* Business Service Manager
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
**Job:** **Wealth Management*
**Title:** *Client Service Associate***
**Location:** *Massachusetts-Middleton*
**Requisition ID:** *3254946*
Email Alert for Client Service Associate**_ jobs in Middleton
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