Provide exceptional client service and support to Financial Advisors and Private Wealth Advisors, managing client accounts, transactions, and administrative tasks.
Compensation
Salary range for the position: $33,113 and $90,000 per year. 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.
Responsibilities
Support FA/PWA/team in cultivating and enhancing client relationships
Execute money movement transactions
Answer non-investment related client questions
Enter profile information and pre-fill account documentation
Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care.
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 require documentation, processing money movement transactions as an example
Review and take appropriate action on client account alerts
Provide exceptional service to clients and support Financial Advisors and Private Wealth Advisors on a daily basis, building trusted relationships and managing client accounts.
Compensation
Salary range for the position: $33,113 and $90,000 per year. 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.
Responsibilities
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/team
Answering general non-investment related questions concerning client accounts
Entering profile information or pre-filling account documentation on client accounts
Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care.
Compensation
Expected base pay rates for the role will be between $35,360 and $90,000 per year at the commencement of employment.
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
Requirements
High School Diploma/Equivalency
College degree preferred
Nice to have: Two or more years of industry experience preferred
As an Account Manager Associate in the Providence, RI area, you will be responsible for working within the framework of a team and performing the following activities.
Compensation
The base compensation range for this role is $60,000 - $70,000 / year for the position in this location.
Responsibilities
Exceed quota expectations as established by management
Manage the full breadth of products in your territory
Establish and maintain strong relationships and contacts in assigned accounts
Provide the highest levels of support and service to your accounts
Provide exceptional client service and support to Wealth Management Advisors and teams.
Compensation
Salary range for the position: $50k-$95k/Yr.
Responsibilities
Cultivate relationships with business partners and colleagues internally and externally
Support the FA/PWA/team in enhancing new and existing client relationships by providing an exceptional client experience
Assist the FA/PWA/team in delivering against their client service model, including preparing for regular meetings as well as tracking follow-ups
Ensure all client service functions are performed in a timely manner, assigning work to team members on a daily basis if/as needed
Provide backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning clients accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity
Requirements
Four-year college degree or professional certification preferred
Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
Skills
Merrill Advisor Development Program - Financial Advisor: Mid Land Market
Financial Advisor in the Advisor Development Program, responsible for working with high‑net‑worth clients, developing relationships, and providing investment recommendations.
Locations (4)
West Des Moines, Iowa, United States
Bloomington, Illinois, United States
Peoria, Illinois, United States
Springfield, Illinois, United States
Compensation
$80,000.00 - $90,000.00 annualized salary, offers to be determined based on experience, education and skill set.
Responsibilities
Handles inbound inquiries from leads regarding Merrill offering
A dual-role position in a multi-channel branch providing face-to-face retail service in the morning and telephone/digital contact center support in the afternoon.
Responsibilities
Assist customers with general banking transactions, answering questions and queries
Build a personal connection with customers through meaningful conversations face to face and through direct channels
Work with customers to use our in-branch technology and digital banking options
Process applications for personal loans, credit cards and associated products
Use tools to capture customer feedback and take action to correct any service breaks
Part-Time Retail Sales Associates (Stylists/Sales Support) create an unforgettable shopping experience that leaves our customers inspired and feeling their best by delivering excellent customer service, building wardrobes, and participating in visual merchandising.
Compensation
Hourly: $17.95 - $18.15
Responsibilities
Guide the Customer through our award-winning BRAND EXPERIENCE to make authentic connections
Customer-obsessed, leading with loyalty, confidence and product knowledge to advise style and fit, influence with moments that matter
Cash Wrap/Cashier: use our modern store technology (ie: POS, payment systems, tablets, headsets for communication) to be well-informed on company priorities and promotions in-store and online; deliver a seamless, omni-channel shopping experience; promote our loyalty programs and credit services
Maintain maurices’ visual and operational standards while keeping the focus on the customer
Product Flow/Shipping and Receiving: support the shipment process to gain awareness of product, what’s new and what’s already on the floor; contribute to the completion of omni order fulfilment processes including in-store and curbside pick-up
Provide day‑to‑day operations support and customer service via online chat, handling inquiries, troubleshooting, and maintaining records for Citi operations.
Responsibilities
Engage with customers through online chat and messaging platforms
Assist customers in navigating products or services
Positions the extensive capabilities of Merrill and Bank of America
Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate
Serves as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences and servicing client accounts
Documents all client interactions and opportunities within Salesforce accurately
Requirements
Bachelor’s degree
High School Diploma / GED / Secondary School or equivalent
Account Manager AssociateNewApplied Medical Europe B.V. · Providence, US