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Systems Engineer III
Sierra Nevada Corporation
Lone Tree, CO
…responsibilities, demonstrating expertise in architecture/design development, technical monitoring, and lifecycle management. Effective communication and collaboration are crucial as you…
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BS
Special Education Para Educator 3 - 2026-27 Phantom Lake
Bellevue School District
Bellevue, WA
- $29.51 to $31.41 USD / hour
Have an Associate of Arts degree (original transcripts), or
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Insurance Sales Associate
Liberty Mutual
Orlando, FL
We are looking for an Insurance Sales Associate to join our team in our Orlando, FL office.
Added just now
BS
Special Education Para Educator 3 - 2026-27 Tyee Middle School
Bellevue School District
Bellevue, WA
- $29.51 to $31.41 USD / hour
Have an Associate of Arts degree (original transcripts), or
Added just now
CU
Paraeducator Special Education - Resource - 6.5 hrs/day
Chandler USD 80
Chandler, AZ
- From $17.32 USD / hour
TITLE 1 Schools Only: Associate's Degree or 60 semester hours from an accredited university, or satisfactory results on an AZ state-approved competency exam (parapro exam is administered by…
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KI
ISS Aide - 183 Days (2026-2027)
Keller ISD
Fort Worth, TX
- From $120.44 USD / day
Pursue Professional Development activities for self and assigned staff; ensure that Professional Development activities are aligned with District goals and initiatives and current…
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PI
Early Childhood Educator
People Incorporated
Fall River, MA
- $21 to $28.5 USD / hour
…promote cognitive, social-emotional, physical, and language development. Note, development of lesson plans and activities would not be an expectation of a substitute…
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PI
Early Education Team Leader - Full Time
People Incorporated
Fall River, MA
- Full-time
…available for and guiding educators, supporting curriculum development, and maintaining compliance with licensing and quality standards. The Team Leader fosters professional growth among…
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O-
Sales Associate
Orangetheory - Franchise #0315
Chicago, IL
- $16.6 to $17.6 USD / hour
…fitness business with opportunities for career growth, leadership development, and even the potential to become a franchisee or business…
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OF
Sales Associate
Orangetheory Fitness - Chicago/Central IL
BLOOMINGTON, IL
- $15 to $17 USD / hour
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Managed Services Systems Engineer II
Carrier Access IT
Cedar Rapids, IA
Associate or bachelor’s degree and 4+ years of related information systems technical experience.
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Managed Services Systems Engineer II
Carrier Access IT
Omaha, NE
Associate or bachelor’s degree and 4+ years of related information systems technical experience.
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Managed Services Systems Engineer II
Carrier Access IT
Clive, IA
Associate or bachelor’s degree and 4+ years of related information systems technical experience.
Added 1 min ago
CO
Building Official
City of Hutchinson
Hutchinson, KS
- $86,840 to $130,250 USD / year
…interacting with people, you may be a great addition to our Community Development team. Make a difference with the City of…
Added 1 min ago
Sales Associate
Slumberland Furniture
North Branch, MN
Tuition Reimbursement, Training & Career Development, Advancement Opportunities
Added 1 min ago
Head Start Lead Teacher
Ross County Community Action Commission
Chillicothe, OH
Early Childhood Education (bachelor’s degree preferred, minimum of associate degree in Early Childhood or related field required)
Added 1 min ago
Accountant - Manufacturing
Hunt Electric Corporation
Remote, United States
Bachelor's degree in Accounting, Finance, or a related discipline required; or an Associate degree in Accounting with a minimum of 3 years of hands-on accounting and billing experience.
Added 1 min ago
DONATION PROCESSING ASSOCIATE-HINESVILLE
Goodwill Southeast Georgia
Hinesville, GA
As a Donation Processing Associate, you will be responsible for performing various warehouse tasks related to the processing of donated goods. This role involves sorting, grading, and…
Added 1 min ago
DONATION PROCESSING ASSOCIATE-SALLIE MOOD OUTLET
Goodwill Southeast Georgia
Savannah, GA
As a Donation Processing Associate, you will be responsible for performing various warehouse tasks related to the processing of donated goods. This role involves sorting, grading, and…
Added 1 min ago
LM
Associate Attorney - Private Equity / Mergers & Acquisitions
Lippes Mathias LLP
Jacksonville, FL
- $125,000 to $170,000 USD / year
As an associate attorney, you'll have access to Lippes Mathias' Wayfinder Academy, a meticulous and strategic associate development program where you'll learn first-hand from experienced…
Added 1 min ago
LM
Associate Attorney - Private Equity / Mergers & Acquisitions
Lippes Mathias LLP
West Palm Beach, FL
- $125,000 to $170,000 USD / year
As an associate attorney, you'll have access to Lippes Mathias' Wayfinder Academy, a meticulous and strategic associate development program where you'll learn first-hand from experienced…
Added 1 min ago
LM
Associate Attorney - Private Equity / Mergers & Acquisitions
Lippes Mathias LLP
St. Petersburg, FL
- $125,000 to $170,000 USD / year
As an associate attorney, you'll have access to Lippes Mathias' Wayfinder Academy, a meticulous and strategic associate development program where you'll learn first-hand from experienced…
Added 1 min ago
LM
Associate Attorney - Private Equity / Mergers & Acquisitions
Lippes Mathias LLP
Rochester, NY
- $125,000 to $170,000 USD / year
As an associate attorney, you'll have access to Lippes Mathias' Wayfinder Academy, a meticulous and strategic associate development program where you'll learn first-hand from experienced…
Added 1 min ago
LM
Associate Attorney - Private Equity / Mergers & Acquisitions
Lippes Mathias LLP
Buffalo, NY
- $125,000 to $170,000 USD / year
As an associate attorney, you'll have access to Lippes Mathias' Wayfinder Academy, a meticulous and strategic associate development program where you'll learn first-hand from experienced…
Added 2 mins ago
One Stop Program Supervisor
SERCO OF TEXAS - LAREDO
LAREDO, TX
Associate’s degree in Workforce Development, Human Services, Business Administration, or a related field; Bachelor’s degree preferred.

Closed listing

Morgan Stanley

Registered Client Service Associate

Sarasota, FL, United States
Sarasota, United States

This opening has closed.

The original listing is kept below for reference.

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Job details

Closing date: May 2, 2027
Posting language: English
Posted: Nov 3, 2026

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Original job description

Archived listing. The details below describe a past opening.

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 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 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
Prepare financial plans, client reports, and other materials for client meetings
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

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
High School Diploma/Equivalency
College degree preferred

Knowledge/Skills

Strong industry, product, and branch procedures knowledge
Exceptional writing, interpersonal and client service skills
Detail oriented with superior organizational skills and ability to prioritize tasks
Strong computer skills and knowledge of Microsoft Office products
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
Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts

Reports To

Business Service Officer

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.

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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More about this job

Skills

Communication skills
Documentation
Administrative support
Organizational skills
Prioritization
Computer skills
Microsoft Office

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