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Sales Associate
Slumberland Furniture
North Branch, MN
The Sales Associate enthusiastically facilitates the sale, checkout and delivery processes and ensures a positive Slumberland shopping experience for our customers.
Added just now
General Laborer
WM
Dunkirk, NY
The Plant Associate will ensure all waste is unloaded from vehicles, the vehicles are decontaminated, and waste is properly staged for scanning and processing. The individual will perform…
Added just now
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…
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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
P
Stockroom Sales Associate
Primark
Grapevine, TX
- Up to $15 USD / hour
…around here. And if that sounds like you, join us as a Sales…
Added 2 mins ago
Home Health Branch Coordinator
CenterWell Certified Healthcare Corp.
Atlanta, GA · Dunwoody, GA · Roswell, GA · Sandy Springs, GA
…systems, overall management of agency supplies / mail, and processing of accounts payables. Depending on branch census you may be responsible for other duties as assigned. Depending on…
Added 2 mins ago
Home Health Branch Coordinator
BWB Sunbelt Home Health Services, LLC
El Paso, TX
…systems, overall management of agency supplies / mail, and processing of accounts payables. Depending on branch census you may be responsible for other duties as…
Added 2 mins ago
Front Desk Coordinator Surgery Center
FVC USA Fresenius Vascular Care Inc
Miami, FL
Coordinates collection processing maintenance storage retrieval documentation and distribution of medical records per policy and procedure.
Added 2 mins ago
Front Desk Coordinator Surgery Center
FVC USA Fresenius Vascular Care Inc
Jacksonville, FL
Coordinates collection processing maintenance storage retrieval documentation and distribution of medical records per policy and procedure.
Added 2 mins ago
VC
Warehouse Operations Associate I - Parts
Visual Comfort & Co.
Skokie, IL
- $21.62 USD / hour
Reporting directly to Warehouse Manager within the Distribution department, The Warehouse Operations Associate II is responsible for collaborating with all other warehouse departments, as…
Added 2 mins ago
Winter Plaza Ticket Sales Associate (Top of the Rock - Rockefeller Center)
SPS North America
NY
…physical and digital mailroom solutions, intelligent document processing, reception and concierge services, and other business support…
Added 2 mins ago
Retail Associate (Top of the Rock - Rockefeller Center)
SPS North America
NY
…and take pride in delivering exceptional service. As a Retail Associate, you enhance the guest journey beyond the view - assisting with merchandise selection, maintaining visually…
Added 2 mins ago
Specialist Accounts Payable
Walton Enterprises
Bentonville, AR
…payments.• Support loan administration activities, including payment processing and renewals.• Maintain construction project payment records and verify compliance with applicable contracts…
Added 2 mins ago
Inside Sales Representative
Paramount Extrusions Company
Paramount, CA
…by developing customer relationships, preparing quotations, processing orders, and providing exceptional customer service. This role works closely with Outside Sales Representatives,…
Added 2 mins ago
SH
Accounting Clerk
SEIU HCIIMK
Chicago, IL
- $47,000 to $52,000 USD / year
processing and adherence to internal control standards and procedures. This position has
Added 2 mins ago
QD
Lab Associate II
Quest Diagnostics
Redlands, CA
- $24.6 to $26.9 USD / hour
Lab Associate II - Redlands, CA, Monday to Friday, 11:00 AM to 7:30 PM
Added 3 mins ago
Processing Archivist
Boston College
Chestnut Hill, MA
John J. Burns Library of rare books, special collections, and archives at Boston College is seeking an adept Processing Archivist to support the mission of the Boston College Libraries by…
Added 3 mins ago
Access Associate
Unity Hospital of Rochester
United States
As an Access Associate, you will be responsible for many administrative support duties, such as greeting patients, performing check-in and check-out procedures and processing payments. This…
Added 3 mins ago
Revenue Integrity Coordinator
St. Lawrence Health
United States
Associate's Degree in Healthcare or Business (preferred)
Added 3 mins ago
CT Scientific Associate Affairs Specialist
ACM Medical Labs, Inc
Remote, United States
Job Title: CT Scientific Affairs Associate Specialist
Added 3 mins ago
Zone Team Leader
Ollie's Bargain Outlet
Albertville, AL
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
Retail Stock Associate (Early Morning) - Bellevue Square
Athleta
Bellevue, WA
Perform duties associated with receiving and processing shipment, stocking merchandising, and supporting the sales floor, fitting room, and check out, as required
Added 4 mins ago
CC
Behavior Intervention Specialist - Elementary - One Year Only
Carson City School District
Carson City, NV
- $53,283 to $83,813 USD / year
Prepared By: Associate Superintendent - Human Resources
Added 4 mins ago
Cart Builder 1 p.m. start
PrideStaff
West Chester, OH
- Set up Order processing areas with supplies.
Added 4 mins ago
CREDIT CARD QUALITY CONTROL / PORTFOLIO SPECIALIST
Stockman Bank of Montana
Billings, MT
Identify documentation deficiencies, policy exceptions, or processing errors and coordinate remediation efforts.

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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Skills

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

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