Jobs in the United States

25+ jobs

Save this search

Added 9 hours ago
Private Wealth Client Associate
Bank of America
Charlotte, NC
The McDade Group is a Private Wealth Management team based in Charlotte, North Carolina. The team works with a select group of families and individuals to help navigate the complexities of…
Added 11 hours ago
Private Wealth Client Associate
Bank of America
Atlanta, GA
Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
Added 12 hours ago
Private Wealth Client Associate
Bank of America
Newport Beach, CA
Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
Added 14 hours ago
Registered Private Wealth Client Associate
Bank of America
New York, NY
Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
Added 1 day ago
Business Process Audit Senior Associate | Internal Audit | Risk Advisory
CBIZ Operations, Inc.
Cleveland, OH
…consulting, outsourcing and co-sourcing services to public and private companies of all sizes by providing national caliber expertise combined with highly personalized service. As part of…
Added 1 day ago
Engineering Director
Bridgenext
UNAVAILABLE
Lead technical discussions with clients as a trusted advisor, bridging business and technology
Added 1 day ago
ML
Private Wealth Client Associate
Merrill Lynch, Pierce, Fenner & Smith Inc
United States
- $25 to $44 USD / hour
Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
Added 1 day ago
Private Wealth Client Associate
Merrill Lynch, Pierce, Fenner & Smith Inc
United States
Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
Added 1 day ago
Private Wealth Client Associate
Merrill Lynch, Pierce, Fenner & Smith Inc
United States
The McDade Group is a Private Wealth Management team based in Charlotte, North Carolina. The team works with a select group of families and individuals to help navigate the complexities of…
Added 1 day ago
ML
Registered Private Wealth Client Associate
Merrill Lynch, Pierce, Fenner & Smith Inc
NY
- $25 to $45 USD / hour
Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
Added 1 day ago
Wealth Management Client Associate - Bilingual Spanish Preferred
Bank of America
Miami, FL
Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
Added 1 day ago
Wealth Management Client Associate
Bank of America
Richmond, VA
Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
Added 1 day ago
Registered Wealth Management Client Associate
Bank of America
Burlington, WI
Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
Added 1 day ago
Wealth Management Client Associate
Bank of America
Lake Oswego, OR
Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
Added 1 day ago
Account Associate FIG Insurance Business Development
PIMCO
NEW YORK, NY
PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit…
Added 2 days ago
Director of Private Banking
Trustmark National Bank
Jackson, MS
Director of Private Banking Location US-MS-Jackson | US-MS-Alabama; Houston, TX; Memphis, TN; Panhandle of FL; Atlanta, GA | US-AL-Birmingham | US-TX-Houston Job ID 2026-20027 Category…
Added 2 days ago
MS
Registered Client Service Associate
MS Smith Barney, LLC
Purchase, NY
- $17 to $43.27 USD / hour
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…
Added 2 days ago
Director of Family Wealth
Columbia Bank
Phoenix, AZ
…experience, leading a team of specialized wealth professionals while client facing and partnering closely with relationship managers, private bankers, investment professionals, trust and…
Added 2 days ago
IC
Education Instructor full time (Must have Bachelor degree)
InfiniSource Consulting Solutions
Prattsville, AL
- Full-time
…services to meet the specific needs of our civilian, defense, and private-industry sponsor. Our corporate support processes are ISO 9001 certified, giving our customers the confidence that…
Added 2 days ago
Registered Wealth Management Client Associate
Bank of America
Mandeville, LA
Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
Added 2 days ago
Wealth Management Client Associate
Bank of America
North Bethesda, MD
Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
Added 2 days ago
Senior Associate, Investment
OMNUS OMnet, LLC
NY
…with media, technology, and data providers, OMnet creates a private ecosystem of cost-effective, data-driven media solutions available exclusively to Omnicom clients. OMnet investments are…
Added 2 days ago
MS
Private Wealth Management Investment Consultant - Relationship Manager
MS Smith Barney, LLC
Denver, CO
- $68,000 to $120,000 USD / year
…their financial goals. In collaboration with the Financial Advisor Team, Relationship Managers are responsible for assessing a client's circumstances and objectives to provide…
Added 2 days ago
Associate Director, Broker-Dealer Compliance
PINE Advisor Solutions
Denver, CO
PINE Advisor Solutions, a Centralis Company, is seeking an Associate Director, Broker-Dealer Compliance, to join our Distribution Services team. This individual will partner with the…
Added 2 days ago
BB
Private Wealth Advisor III
Busey Bank
Kansas City, MO
- $127,000 to $168,000 USD / year
The Private Wealth Advisor will manage and develop a designated book of Wealth Management Clients, ranging from high-net-worth individuals and families to institutional clients such as…

MS Smith Barney, LLC

Client Service Associate

United States

Apply About employer

Applications open in a new tab.

Job details

Posting language: English
Posted: Oct 30, 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

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.

Apply About employer

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

Report this job