Jobs in the United States

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Added 1 min ago
Claims Specialist, Fine Art & Specie
AXA
EXTON · EXTON, NY · HARTFORD · NEW YORK
The Claims Specialist will be responsible for the evaluation/handling of complex insurance claims and litigation management duties within AXA XL’s Property/Specialty Claims Team, including,…
Added 1 min ago
CO
Parking & Traffic Control Officer PT/FT (PTCO) - Department of Transportation
City of San Jose
San Jose, CA
- $34.29 to $41.63 USD / hour
Patrol coverage areas without a partner by walking or driving
Added 1 min ago
RD
Facilities Support
RR Donnelley
New York, NY
- $19.13 to $26.44 USD / hour
…RRD’s benefit offerings include medical, dental, and vision coverage, paid time off, disability insurance, 401(k) with company match, life insurance and other voluntary supplemental…
Added 1 min ago
Parts Data & Pricing Analyst
JBT MAREL CORPORATION
Buford, GA
Benefits: JBT Marel offers benefits on day 1 of your employment. Including: Medical, Dental, life insurance, short-term and long-term disability, family leave, vision coverage, and a…
Added 2 mins ago
Associate Clinical Specialist, Pain Interventions - Washington DC
MDU Medtronic USA Inc
Remote, United States
The Associate Clinical Specialist serves as a clinical partner for Medtronic's Neuromodulation Pain and Targeted Drug Delivery portfolio, supporting physicians and patients across all…
Added 2 mins ago
Sales Support Representative I, Pain Interventions - Rockville, MD / Fairfax, VA / Annapolis, MD
MDU Medtronic USA Inc
Remote, United States
…and sales partners to coordinate, support, and ensure proper coverage and products for and Operating room events, as well as other tactical territory…
Added 3 mins ago
SS
Night Shift Maintenance Technician - Steamboat Hospitality - Year Round - Full Time
Steamboat Ski & Resort Corporation
Steamboat Springs, CO
- $24 to $27.5 USD / hour
- Full-time
Medical, dental, vision, life, AD&D, short term & long-term disability insurance, EAP, HSAs, FSAs, and more for Year Round, Flex Year Round, & Season-to-Season Employees.
Added 3 mins ago
AM
Maintenance Supervisor
Atrium Management Company
Nashville, TN
- $30 to $36 USD / hour
Added 3 mins ago
Sr. Strategic Sourcing Director
USA-Medtronic MiniMed, Inc 1017
Remote, United States
…robust benefits package, including health, dental, and vision insurance, as well as access to a Health Savings Account, Healthcare Flexible Spending Account, life insurance, long-term…
Added 3 mins ago
Senior Construction Project Manager
CEI Services
BIRMINGHAM, AL · TUSCALOOSA, AL
Added 3 mins ago
Senior Avionics Engineer, Lunar
Vast
Long Beach, CA
Partner with suppliers on procurement, design reviews, and acceptance of avionics components and assemblies
Added 3 mins ago
CS
Field Service Tech II
CEI Services
Dallas, TX
- $27 to $31 USD / hour
Medical, Dental, and Vision insurance (plan choice) - coverage for spouse, domestic partner, and children
Added 4 mins ago
Sales Manager - Construction Industries
ID
Partner with dealers to identify and capture opportunities across equipment, services, technology, and customer value agreements (CVAs).
Added 4 mins ago
International Business Development Manager
Ace Hardware Corporation
Oak Brook, IL
Comprehensive health coverage (medical, dental, vision and disability – up to 26 weeks short-term disability and long-term disability) & life insurance benefits for you and your dependents
Added 5 mins ago
Primary Care Nurse Practitioner/Physician Assistant
Eventus WholeHealth
Sanford, NC · Raleigh, NC
Interdisciplinary Collaboration: Partner with physicians, behavioral health specialists, care coordinators, and facility staff to create integrated, person-centered care plans.
Added 5 mins ago
Home Health Registered Nurse Preceptor
BAYADA Home Health Care
Boston, MA
Health Insurance: Medical, dental, vision, prescription coverage, FSA and HSA options
Added 5 mins ago
Home Health Registered Nurse Preceptor
BAYADA Home Health Care
Exeter, RI
Health Insurance: Medical, dental, vision, prescription coverage, FSA and HSA options
Added 6 mins ago
Analyst, Security Operations Center
Lewis Energy Group
San Antonio, TX
Ability to work 12-hour rotating shifts, including nights, weekends, and holidays, and to provide holdover coverage when needed.
Added 7 mins ago
Registered Branch Associate - Plymouth, IN
Edward Jones
United States
FINRA registrations are required within three months. State insurance licenses are also required
Added 7 mins ago
Registered Branch Associate - Sapulpa, OK
Edward Jones
United States
FINRA registrations are required within three months. State insurance licenses are also required
Added 7 mins ago
Mission Engagement Associate
Torch.AI
LEAWOOD, KS
Partner with Mission Engagement Managers, Solutions Architects, and capture teams when follow-on or expansion conversations arise.
Added 7 mins ago
Recruiting Manager
alliantgroup LP
Houston, TX
…including 100% employer paid medical /dental premiums for single coverage for certain options, 401(k) matching, PTO, company provided life insurance and disability, onsite gym and group…
Added 8 mins ago
Head Teller
Ameris Bank
United States
…home, or feel confident in their retirement plan, they have a partner in Ameris Bank. We serve customers in our locations across the Southeast, Mid-Atlantic and nationwide through our…
Added 8 mins ago
Sales Coordinator
The Highland Dallas, Curio Collection by Hilton
Dallas, TX
…restaurants, dining and entertainment venues across the US. A trusted partner and preferred operator for Hilton, Hyatt, Kimpton, Marriott, and Margaritaville, Davidson offers a unique…
Added 8 mins ago
Physical Therapy Upper Extremity Fellow
University of Wisconsin Hospitals and Clinics Authority
Madison, WI
Athletic training room care and field coverage of spring training and regular season games with certified athletic trainers and physical therapists.

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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About employer

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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