Jobs in the United States

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Added just now
Customer Service Team Lead
Bass Pro Outdoor World LLC
Christiana, DE
Resolves customer and associate opportunities with GSM / DM and HR Manager.
Added just now
BP
Team Lead | Fishing - Full Time
Bass Pro Outdoor World LLC
United States
- Full-time
Resolves customer and associate opportunities with GSM / DM and HR Manager.
Added just now
Online Boat Sales Consultant
TMBC LLC
Springfield, MO
Preferred Degree: Associate Degree in Business
Added 1 min ago
Administrative Support Associate
Fayetteville State University
NC
…time-management and interpersonal skills. Must be able to multi-task, follow through on assigned projects and work in a fast-paced environment and as a team member; ability to establish and…
Added 1 min ago
M
American Girl NYC - Asset Protection Associate PTU/Perm
Mattel
New York, NY
- $19 to $21 USD / hour
The Opportunity: The American Girl New York City retail store is looking for a dynamic individual SST Asset Protection Associate, who is committed to maintaining a safe environment for…
Added 3 mins ago
SI
Functional Analyst (Hybrid) (Secret Clearance Required)
SOLERITY INC
O'Fallon, IL
- $55,000 to $62,000 USD / year
Associate’s degree or equivalent combination of education and professional experience
Added 3 mins ago
Retail Team Leader
Ollie's Bargain Outlet
Louisville, KY
Ensure proper scheduling and staffing for effective unload/processing of merchandise to the sales floor while driving associate productivity, daily task assignment, and customer service…
Added 3 mins ago
Drafter II, Structural
Providence Engineering
York, PA
Manage weekly task list using company-approved software.
Added 3 mins ago
Designer, Structural
Providence Engineering
York, PA
Manage weekly task list using company-approved software.
Added 4 mins ago
RE
Seasonal Associate - Delivery Driver
ROMAN EMPIRE LOGISTICS
Queens, NY
- Up to $24.75 USD / hour
…safety, and passionate about satisfying clients. The Delivery Associate, as a field representative of the company, must be polite and prompt with a commitment to providing our clients with…
Added 4 mins ago
RE
Seasonal Associate - Delivery Driver
ROMAN EMPIRE LOGISTICS
Queens, NY
- Up to $24.75 USD / hour
…safety, and passionate about satisfying clients. The Delivery Associate, as a field representative of the company, must be polite and prompt with a commitment to providing our clients with…
Added 5 mins ago
Senior Architect, OpenShift Infrastructure - Active TS/SCI Clearance
Red Hat Professional Consulting, Inc. (f.k.a Planning Technologies, Inc.)
Remote, United States
Support the creation and review of task lists, accurately scoping projects and ensuring alignment with customer requirements.
Added 7 mins ago
Associate Project Manager
SRC, Inc
Syracuse, NY
SRC, Inc. is currently seeking an Associate Project Manager. The selected candidate will serve as the functional lead for our team of Program Control Analysts supporting the LIDS program,…
Added 8 mins ago
WF
E-Commerce Associate Team Leader (In-Store Shopper Assistant Department Manager)
Whole Foods Market
Lakewood, CO
- $21.55 to $35 USD / hour
The Associate Team Leader (ATL) for E-Commerce supports the grocery delivery and pick-up experience for our customers. This role requires a talented, resilient leader with accountability…
Added 8 mins ago
WF
Customer Service & E-Commerce Associate Team Leader (Customer Service, In-Store Shopper Assistant Department Manager)
Whole Foods Market
Houston, TX
- $20.05 to $35 USD / hour
…labor utilization, adherence to pick processes, and drop of task execution (for E-Commerce); and, cash management, customer demand management, labor utilization, and execution of store…
Added 11 mins ago
S
Registered Nurse
ScionHealth
Ontario, CA
- $45.24 to $57.93 USD / hour
Assigns or delegates tasks based on the needs and condition of the patient, potential for harm, complexity of the task, and within scope of practice of the staff to whom the task is…
Added 11 mins ago
Talent Acquisition Sourcing Specialist
WellNow
Remote, United States
Ability to prioritize, multi-task and work autonomously.
Added 11 mins ago
MS
Client Service Associate
Morgan Stanley
Middleton, MA · Middleton
- $31,200 to $90,000 USD / year
Added 13 mins ago
Seasonal Service Associate
KIN KIN, Inc.
United States
All associate roles at Kohl’s are responsible for:
Added 13 mins ago
Seasonal Service Associate
KDS Kohl's, Inc.
United States
All associate roles at Kohl’s are responsible for:
Added 13 mins ago
Seasonal Merchandising Associate
KDS Kohl's, Inc.
United States
All associate roles at Kohl’s are responsible for:
Added 13 mins ago
Seasonal Merchandising Associate
KDS Kohl's, Inc.
United States
All associate roles at Kohl’s are responsible for:
Added 17 mins ago
Associate Veterinarian - Small Animal and Exotics
Alliance Animal Health
Windham, NH
As an Associate Veterinarian, you’ll practice at the top of your license across a rich variety of species. You’ll work alongside a collaborative team that includes our Customer Experience…
Added 19 mins ago
HA
Associate Counsel (4900)
HOUSING AUTHORITY OF THE CITY OF NEWARK
NEWARK, NJ
- $120,000 to $120,000.01 USD / year
Ability to multi-task, manage time effectively, and establish priorities.
Added 20 mins ago
Customer Service Representative
Circle K
Pinellas Park, FL

Morgan Stanley

Client Service Associate

Middleton, MA, United States
Middleton, United States

$31,200 to $90,000 USD / year

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Job details

Pay: $31,200 to $90,000 USD / year
Apply by: May 5, 2027
Posting language: English
Posted: Nov 6, 2026

Original job description

POSITION SUMMARY

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ 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

Provide service coverage for a FA/PWA/team including:

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
Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit)
Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA
Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
Supporting the FAs/PWAs/teams’ marketing strategy (e.g., website maintenance)
Assist FAs/PWAs/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 (e.g., scheduling follow-up calls with FAs/PWAs/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 FA/PWA

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

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 multi-task
Goal oriented, self-motivated and results driven

Reports to:

Business Service Officer

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.

Expected base pay rates for the role will be between $31,200 and $90,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

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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More about this job

Skills

Interpersonal skills
Documentation
Administrative support
Scheduling
Logistics
Organizational skills
Microsoft Office
Microsoft Word
Microsoft Excel
Microsoft Outlook
Microsoft PowerPoint
Time management
Adaptability

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