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Regional Facilities Manager
The Scion Group
Remote, United States
The Regional Facilities Manager (RFM) is the senior facilities leader responsible for driving consistent operational performance, asset health, compliance, and cross-functional…
Added 1 min ago
The Field Burger & Tap Restaurant Supervisor | Toftrees Golf Resort
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Ensures communication with General Manager, all other Department Managers, Supervisors and Staff.
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Sales Lead (SLPT) -Lane Bryant
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As a Sales Lead, you create an engaging environment for associates and customers. You partner with the Store Manager to execute daily action plans. Your leadership is critical to cultivate…
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Motorsports CFD Surface Design Engineer
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As a CFD Surface Design Engineer at GM Motorsports, you will lead the development, maintenance, and automation of complex CAD assemblies that form the foundation of our high-fidelity…
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Motorsports Tire Intelligence Scientist
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Lead Product Owner - Edge
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Partner with architects and engineering leaders to validate solution options technical feasibility dependencies and implementation tradeoffs
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Technical Account Manager II, Google Cloud Consulting
Google
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Share Technical Account Manager II, Google Cloud Consulting
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Lead Product Manager, Value realization
Humana
Raleigh, NC
To help deliver on this mission, we are seeking an experienced Lead Product Manager to own the strategy and delivery of the measurement and reporting product for Next Best Action (NBA).…
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Lead Product Manager, Next Best Action Use Case Management
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To help deliver on this mission, we are seeking an experienced Lead Product Manager to own the end-to-end product for Next Best Action (NBA). This is a “builder” role responsible for…
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Senior Product Manager, Value realization
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To help deliver on this mission, we are seeking a Senior Product Manager to drive the delivery of new reporting requirements for Next Best Action (NBA) and to assist with measurement…
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Sr. Manager, Logistics Center of Excellence
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The Senior Manager, Logistics Center of Excellence (COE) is responsible for leading the development and deployment of enterprise-wide standards, processes, and best practices across…
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Digital Product Manager - Digital Cards
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…competitive, technological, and customer needs. As a Digital Product Manager, you…
Added 1 min ago
Communications Manager - Corporate, Commercial and Institutional Banking
U.S. Bank
Charlotte, NC
…Communications. In addition to supporting capital markets, the manager will partner with the WCIB communications leader on media relations and select external communications for the vice…
Added 1 min ago
Technical Service Manager, Engineered Bar Group
Nucor Steel Auburn, Inc.
Charlotte, NC
The Engineered Bar Group (EBG) is seeking a leader for the position of Manager, Engineered Bar Technical Services. This department manager level leadership role will drive technical…
Added 1 min ago
AI Governance, Security & Compliance Manager
Hagadone Media Group
Coeur d'Alene, ID
The AI Governance, Security & Compliance Manager is responsible for leading Hagadone Corporation's enterprise AI governance, cybersecurity governance, risk management, and compliance…
Added 1 min ago
Continuous Improvement Manager
Associated Materials, LLC
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Partner with Plant Manager and leadership team to prioritize high impact CI projects that improve productivity, quality, and safety.
Added 2 mins ago
Sr Product Mgr I
LexisNexis Risk Solutions Inc. Company
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Initiates regular conversations with manager, coach or mentor regarding self-development
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Manager Technology
Boeing Employees' Credit Union
Remote, United States
- $117,300 to $217,800 USD / year
As a Manager Technology at BECU, you’ll lead engineering teams delivering highly visible, member-facing technology that helps people access essential financial products and services. You’ll…
Added 2 mins ago
QCQA Manager
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Houston, TX
The QA/QC Manager is responsible for developing, implementing, and managing Kent Companies' quality assurance and quality control program for commercial concrete construction projects, with…
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Manager, Brand Communications & PR
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Manager, Brand Communications & Public Relations
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Senior Facilities Service Manager - Mechanical (Abilene, TX)
Oracle
Abilene, TX
- $126,200 to $264,100 USD / year
As Senior Facilities Service Manager – Mechanical, you will lead the onsite mechanical service and maintenance team responsible for the safe, reliable, and efficient operation of…
Added 3 mins ago
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Special Projects Manager- Data Centers (ONSITE: Shackelford County, TX)
Oracle
Abilene, TX
- $102,300 to $209,500 USD / year
This role is suited for a manager who can lead high-impact construction and remediation work in live or partially live critical environments while developing project talent and ensuring…
Added 3 mins ago
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Senior Facilities Service Manager - Mechanical
Oracle
Abilene, TX
- $126,200 to $264,100 USD / year
As Senior Facilities Service Manager – Mechanical, you will lead the onsite mechanical service and maintenance team responsible for the safe, reliable, and efficient operation of…
Added 3 mins ago
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Senior Facilities Service Manager - Mechanical (ONSITE LOCATION: SHACKELFORT COUNTY, TX, RELOCATION PROVIDED)
Oracle
Abilene, TX
- $126,200 to $264,100 USD / year
As Senior Facilities Service Manager – Mechanical, you will lead the onsite mechanical service and maintenance team responsible for the safe, reliable, and efficient operation of…
Added 3 mins ago
Manager, marketing operations, Owned Channels
Starbucks Coffee Company
WA
Now Brewing: manager, marketing operations, Owned Channels! #tobeapartner

Closed listing

Morgan Stanley

Client Service Associate

Charlotte, NC, United States
Charlotte, United States

This opening has closed.

The original listing is kept below for reference.

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About employer

Job details

Closing date: May 1, 2027
Posting language: English
Posted: Nov 2, 2026

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Original job description

Archived listing. The details below describe a past opening.

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.

To qualify, applicants must be legally authorized to work in the United States and must not require, now or in the future, sponsorship for employment visa status.

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

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

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.

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.

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