195 Client Service Associate jobs in Grand Rapids
Registered Client Service Associate
Posted today
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Job Description
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/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:Client Support:
- Supporting the Financial Advisor/Private Wealth Advisor/team in cultivating and enhancing new and existing client relationships
- Executing money movement transactions at the request of the client and/or Financial Advisor/Private Wealth Advisor/team
- Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit)
- Entering profile information or pre-filling account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or Financial Advisor/Private Wealth Advisor/team
- Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
- Onboarding and maintaining client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or Financial Advisor/Private Wealth Advisor/team
- Providing existing clients with details around their account information (e.g., investment objectives, risk tolerance)
- Accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity at the direction of the Financial Advisor/Private Wealth Advisor
- Supporting the Financial Advisors/Private Wealth Advisors/teams' marketing strategy (e.g., website maintenance)
- Assisting Financial Advisors/Private Wealth Advisors/teams in delivering against their business plan and client service model
- Remaining current on all policies, procedures, and new platforms
- Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management
Administrative Support:
- Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with Financial Advisors/Private Wealth Advisors/teams as needed)
- Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
- Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
- Assisting with general in-office support functions such as copying, filing and scanning documentation
- Preparing and submitting expense reports for processing at the direction of the Financial Advisor/Private Wealth Advisor
Education and/or Experience:
- High School Diploma/Equivalency
- College degree preferred
- 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
Knowledge/Skills:
- Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
- Detail orientated with superior organizational skills and ability to prioritize
- Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
- Exceptional writing, interpersonal and client service skills
- Strong time management skills
- Team player with the ability to collaborate with others
- Ability to work in a fast-paced, evolving environment
- Adaptable and ability to multitask
- Goal oriented, self-motivated and results driven
Reports To:
- Business Service Officer
What You Can Expect From Morgan Stanley:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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.
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).
Sr. Registered Client Service Associate
Posted 4 days ago
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Job Description
Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Come grow with us and see where a career at Raymond James could take you!
**Responsibilities:**
+ Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.
+ Helps manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private placement investment monitoring.
+ Trading of both discretionary and non-discretionary products, model maintenance and performance tracking.
+ Servicing of alternative investments and foreign accounts, including setup and maintenance.
+ May participate in live meetings with the Financial Advisor and their respective client(s).
+ Manages budgeting and tracking of Financial Advisor expenses.
+ Creates reports to build more practice efficiencies, identify key practice performance metrics, and helps implement processes to further enhance the team's performance.
+ Onboards new clients, opens new client accounts and researches client and security information using internal databases and other technologies.
+ Ensures key client information and documentation is current with firm and industry requirements, rules and regulations.
+ Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office.
+ May solicit order from clients at the direction of the Financial Advisor.
+ Receives unsolicited orders from the clients; may enter unsolicited trades at the direction of the Financial Advisor.
+ Assists Financial Advisors with marketing efforts including seminars, mail and other client-facing events.
+ Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.
+ Acts as mentor and resource to junior team members; manages team workflow and works towards creating greater team operational efficiencies.
+ Performs other duties and responsibilities as assigned.
**Knowledge of:**
+ Company's working structure, policies, mission, and strategies.
+ Managed account platforms.
+ General office practices, procedures, and methods.
+ Advanced investment concepts, practices and procedures used in the securities industry.
+ Financial markets, products and industry regulations.
+ Trading terminology.
**Skill in:**
+ Client Relationship Management (CRM) software, or similar contact management software.
+ Goal planning software.
+ Excel, including developing spreadsheets as needed and for ongoing reporting.
+ Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)
**Ability to:**
+ Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
+ Analyze and research account information. Analyze and research account information.
+ Organize, manage, and track multiple, detailed tasks and assignments with. frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
+ Identify time sensitive items and assess competing priorities.
+ Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns. Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
+ Handle stressful situations and provide a high level of customer service in a calm and professional manner.
+ Analyze problems and establish solutions in a fast paced environment. Handle stressful situations and provide a high level of customer service in a calm and professional manner.
+ Use mathematics sufficient to process account and transaction information.
+ Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually.
+ Work both independently and as part of a cohesive team.
+ Provide a high level of customer service. Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.
**Education/Previous Experience**
+ High School Diploma or equivalent and five (5) years of financial services industry service experience, or an equivalent combination of experience, education, and/or training as approved by Human Resources.
**Licenses/Certifications**
+ SIE required provided that an exemption or grandfathering cannot be applied.
+ Series 7 required.
+ Series 63, 65 and/or 66 as required by state.
+ Ability to obtain additional securities and advisory state registrations if required by state.
Service Associate
Posted 1 day ago
Job Viewed
Job Description
Family Fare - JobID: r68542 (Retail Associate / Team Member) As a Service Associate at Family Fare, you'll: Maintain stocking, rotation, and appearance of merchandise in the department in an efficient manner within company policy; Ensure that the shift contributes to the financial best interest of the store; Complete all other duties as assigned in a timely manner; Perform repetitive work.Hiring Immediately >>
Service Associate
Posted 1 day ago
Job Viewed
Job Description
Family Fare - JobID: r68819 (Retail Associate / Team Member) As a Service Associate at Family Fare, you'll: Maintain stocking, rotation, and appearance of merchandise in the department in an efficient manner within company policy; Ensure that the shift contributes to the financial best interest of the store; Complete all other duties as assigned in a timely manner; Perform repetitive work.Hiring Immediately >>
Service Associate
Posted 3 days ago
Job Viewed
Job Description
At SpartanNash, we deliver the ingredients for a better life through customer-focused innovation. We do this for our supply chain customers and U.S. military commissaries, retail store guests and, most importantly, our Associates. In fact, we see a day when each will say, "I can't live without them."
Our SpartanNash family of Associates is 20,000 strong, ranging from bakery managers to order selectors; from IT developers to vice presidents of finance; from HR Business Partners to export specialists. Each of them plays an integral role in SpartanNash's People First culture, Operational Excellence and Insights that Drive Solutions. Ready to contribute to the success of our food solutions company?
Location: 201 Marcell Dr NE - Rockford, Michigan 49341
Position SummaryThis role is responsible to provide highly satisfactory service and assistance to guests; bag groceries and provide carry-out service to vehicles for guests, retrieve carts from parking area, perform bottle tasks and janitorial duties as needed. Ensure that the shift contributes to the financial best interests of the store. Complete all other duties as assigned in a timely manner.
Here's What You'll Do- Use proper bagging supplies and proper bagging techniques when handling guests' purchases.
- Empty bottle bins, clean bottle machines & bottle return area.
- Collect, return, clean, and organize shopping carts and take out and load groceries into customers' vehicles.
- Have familiarity with location of products carried in the store.
- Handle spoiled/damaged products per established guidelines.
- Maintain a clean, attractive and well stocked department.
- Know the location of products in the store.
- Able to work independently of others.
- Perform cleaning duties as well as other assigned work in a timely manner.
- Follow all PPE and Safety Guidelines
- Follow all Food Safety and Cleaning Expectations
- Follow Guest Experience Guidelines
- May be assigned tasks in other departments based on customer experience need
- Additional responsibilities may be assigned as needed
- High School Diploma (GED) preferred
- Good oral communication skills.
- Ability to interact politely and effectively with customers.
The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. May be required to lift and/or move up to 30 pounds frequently, and up to 50 pounds occasionally. The associate is required to stand and walk for extended periods of time and may bend, stoop, twist and turn frequently. While performing the duties of this position, the employee is subject to a typical retail store environment (varied temperatures) and is exposed to outside weather conditions. The noise level in the work environment is usually low to moderate. Travel requirements vary by assignment.
As part of our People First culture, SpartanNash is proud to offer a robust and competitive Total Rewards benefits package. SpartanNash is an Equal Opportunity Employer that invests in Associate development, recognizes and celebrates success, fosters two-way communication, and promotes a sense of belonging. We are committed to providing equal employment opportunities to all individuals, including those with disabilities and Veterans.
We are not able to sponsor work visas for this position.
Service Associate
Posted 8 days ago
Job Viewed
Job Description
At SpartanNash, we deliver the ingredients for a better life through customer-focused innovation. We do this for our supply chain customers and U.S. military commissaries, retail store guests and, most importantly, our Associates. In fact, we see a day when each will say, "I can't live without them."Our SpartanNash family of Associates is 20,000 strong, ranging from bakery managers to order selectors; from IT developers to vice presidents of finance; from HR Business Partners to export specialists. Each of them plays an integral role in SpartanNash's People First culture, Operational Excellence and Insights that Drive Solutions. Ready to contribute to the success of our food solutions company? Apply now!Location:6370 Lake Michigan Dr - Allendale, Michigan 49401Job Description:Position Summary:This role is responsible to provide highly satisfactory service and assistance to guests; bag groceries and provide carry-out service to vehicles for quests, retrieve carts from parking area, perform bottle tasks and janitorial duties as needed. Ensure that the shift contributes to the financial best interests of the store. Complete all other duties as assigned in a timely manner.Here's what you'll do: Use proper bagging supplies and proper bagging techniques when handling guests' purchases.Empty bottle bins, clean bottle machines & bottle return area.Collect, return, clean, and organize shopping carts and take out and load groceries into customers' vehicles.Have familiarity with location of products carried in the store.Handle spoiled/damaged products per established guidelines.Maintain a clean, attractive and well stocked department.Know the location of products in the store.Able to work independently of others.Perform cleaning duties as well as other assigned work in a timely manner.Follow all PPE and Safety GuidelinesFollow all Food Safety and Cleaning ExpectationsFollow Guest Experience GuidelinesMay be assigned tasks in other departments based on customer experience needAdditional responsibilities may be assigned as neededHere's what you'll need: High School Diploma (GED) preferredGood oral communication skills.Ability to interact politely and effectively with customers.Physical Requirements:The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. May be required to lift and/or move up to 30 pounds frequently, and up to 50 pounds occasionally. The associate is required to stand and walk for extended periods of time and may bend, stoop, twist and turn frequently. While performing the duties of this position, the employee is subject to a typical retail store environment (varied temperatures) and is exposed to outside weather conditions. The noise level in the work environment is usually low to moderate. Travel requirements vary by assignment.As part of our People First culture, SpartanNash is proud to offer a robust and competitive Total Rewards benefits package.SpartanNash is an Equal Opportunity Employer that invests in Associate development, recognizes and celebrates success, fosters two-way communication, and promotes a sense of belonging. We are committed to providing equal employment opportunities to all individuals, including those with disabilities and Veterans. We are not able to sponsor work visas for this position.
Service Associate
Posted 18 days ago
Job Viewed
Job Description
Our SpartanNash family of Associates is 20,000 strong, ranging from bakery managers to order selectors; from IT developers to vice presidents of finance; from HR Business Partners to export specialists. Each of them plays an integral role in SpartanNash's **People First** culture, Operational Excellence and Insights that Drive Solutions. Ready to contribute to the success of our food solutions company? Apply now!
**Location:**
6370 Lake Michigan Dr - Allendale, Michigan 49401
**Job Description:**
**Position Summary** :
This role is responsible to provide highly satisfactory service and assistance to guests; bag groceries and provide carry-out service to vehicles for quests, retrieve carts from parking area, perform bottle tasks and janitorial duties as needed. Ensure that the shift contributes to the financial best interests of the store. Complete all other duties as assigned in a timely manner.
**Here's what you'll do:**
+ Use proper bagging supplies and proper bagging techniques when handling guests' purchases.
+ Empty bottle bins, clean bottle machines & bottle return area.
+ Collect, return, clean, and organize shopping carts and take out and load groceries into customers' vehicles.
+ Have familiarity with location of products carried in the store.
+ Handle spoiled/damaged products per established guidelines.
+ Maintain a clean, attractive and well stocked department.
+ Know the location of products in the store.
+ Able to work independently of others.
+ Perform cleaning duties as well as other assigned work in a timely manner.
+ Follow all PPE and Safety Guidelines
+ Follow all Food Safety and Cleaning Expectations
+ Follow Guest Experience Guidelines
+ May be assigned tasks in other departments based on customer experience need
+ Additional responsibilities may be assigned as needed
**Here's what you'll need:**
+ High School Diploma (GED) preferred
+ Good oral communication skills.
+ Ability to interact politely and effectively with customers.
**Physical Requirements:**
The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. May be required to lift and/or move up to 30 pounds frequently, and up to 50 pounds occasionally. The associate is required to stand and walk for extended periods of time and may bend, stoop, twist and turn frequently. While performing the duties of this position, the employee is subject to a typical retail store environment (varied temperatures) and is exposed to outside weather conditions. The noise level in the work environment is usually low to moderate. Travel requirements vary by assignment.
As part of our **People First** culture, SpartanNash is proud to offer a robust and competitive Total Rewards benefits package ( .
SpartanNash is an Equal Opportunity Employer that invests in Associate development, recognizes and celebrates success, fosters two-way communication, and promotes a sense of belonging. We are committed to providing equal employment opportunities to all individuals, including those with disabilities and Veterans.
We are not able to sponsor work visas for this position.
**SpartanNash (Nasdaq: SPTN) is a food solutions company that delivers the ingredients for a better life. Committed to fostering a** **People First** **culture, the SpartanNash family of Associates is 20,000 strong. SpartanNash operates two complementary business segments - food wholesale and grocery retail. Its global supply chain network serves wholesale customers that include independent and chain grocers, national retail brands, e-commerce platforms, and U.S. military commissaries and exchanges. The Company distributes products for every aisle in the grocery store, from fresh produce to household goods to its OwnBrands, which include the Our Family® portfolio of products. On the retail side, SpartanNash operates nearly 200 brick-and-mortar grocery stores, primarily under the banners of Family Fare, Martin's Super Markets and D&W Fresh Market, in addition to dozens of pharmacies and fuel centers with convenience stores. Leveraging insights and solutions across its segments, SpartanNash offers a full suite of support services for independent grocers. For more information, visit** **spartannash.com** **.**
Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status or other characteristics protected by state or federal law. Reasonable accommodations may be made to enable individuals with disabilities to perform essential job functions. If you require assistance or an accommodation of any kind to complete an application, please contact us at
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Customer Service Associate
Posted 1 day ago
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Models and delivers a distinctive and delightful customer experience.
Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service.
Customer Experience
Engages customers and patients by greeting them and offering assistance with products and services. Resolves customer issues and answers questions to ensure a positive customer experience.
Models and shares customer service best practices with all team members to deliver a distinctive and delightful customer experience, including interpersonal habits (e.g., greeting, eye contact, courtesy, etc.) and Walgreens service traits (e.g., offering help proactively, identifying needs, servicing until satisfied, etc.).
Operations
Provides customers with courteous, friendly, fast, and efficient service.
Recommends items for sale to customer and recommends trade-up and/or companion items.
Registers customer purchases on assigned cash register, collects cash and distributes change as requested; processes voids, returns, rain checks, refunds, and exchanges as needed.
Keeps counters and shelves clean and well merchandised, takes inventory, and maintains records. Checks in and prices merchandise as required or as directed by store manager or communicated by the shift leader.
Implements Company asset protection procedures to identify and minimize profit loss.
Ensures compliance with state and local laws regarding regulated products (e.g., alcoholic beverages and tobacco products).
Constructs and maintains displays, including promotional, seasonal, super structures, and sale merchandise. Completes resets and revisions as directed.
Assists with separation of food items (e.g., raw foods from pre-cooked) and product placement as specified by policies/procedures (e.g., raw and frozen meats on bottom shelves). For consumable items, assists in stock rotation, using the first in, first out method and restock outs.
Has working knowledge of store systems and store equipment.
Provides customer service in the photo area, including digital passport photo service, poster print and creative machine, suggestive sell of promotional photo products.
Assumes web pick-up responsibilities (monitors orders in Picture Care Plus, fills orders (pick items), delivers orders to customers as they arrive at store).
Assists with exterior and interior maintenance by ensuring clean, neat, orderly store condition and appearance.
Complies with all company policies and procedures; maintains respectful relationships with coworkers.
Completes special assignments and other tasks as assigned.
Training & Personal Development
Attends training and completes PPLs requested by Manager or assigned by corporate.
External Basic Qualifications
Must be fluent in reading, writing, and speaking English. (Except in Puerto Rico)
Requires willingness to work flexible schedule, including evenings and weekend hours.
Preferred Qualifications
Prefer six months of experience in a retail environment.
Prefer to have prior work experience with Walgreens.
Prefer to be fluent in reading, writing, and speaking English. (Except in Puerto Rico)
Requires willingness to work flexible schedule, including evenings and weekend hours.
We will consider employment of qualified applicants with arrest and conviction records. An Equal Opportunity Employer, including disability/veterans.