Jobs in the United States

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Added 20 mins ago
Partnerships Associate Principal
Via Transportation, Inc.
NEW YORK, NY
Added 20 mins ago
Associate, Healthcare Solutions Data Disputes, Claims & Investigations
Stout
NEW YORK, NY
…spreadsheet and analytical modeling skills, including experience building detailed workbooks, calculators, or audit tools. * Knowledge of commercial, Medicare, and Medicaid fee schedules,…
Added 50 mins ago
UO
A&S Rotational Specialist
University of Colorado Denver
Boulder, CO
- $34,986 USD / year
Assists the Associate Chair for Undergraduate Studies in preparing the department's course schedule by gathering teaching requests, reviewing enrollment patterns, and providing data to…
Added 52 mins ago
A
Materials
Aerotek
Lancaster, PA
- $16.5 USD / hour
…staying active, working in a manufacturing environment, and building a long-term career.What You'll…
Added 59 mins ago
Associate, Strategic Communications
Bully Pulpit International
Remote, United States
…Participate in client meetings as appropriate and help prepare materials for key engagement…
Added 59 mins ago
BB
MEP Building Engineer
Building Bridges Across the River
Washington, DC
- From $80,000 USD / year
Building Bridges Across the River manages THEARC (Town Hall Education Arts Recreation Campus), a 233,000 square foot nonprofit center serving communities east of the Anacostia River in…
Added 1 hour ago
RF
Customer Service Associate
Royal Farms
Greenville, NC
- $13 to $19 USD / hour
The Customer Service Associate plays a key role in delivering an exceptional experience by engaging every customer with friendliness, efficiency, and professionalism - ultimately building…
Added 1 hour ago
Retail Golf Services Associate
Golf & Tennis Pro Shop, Inc. d/b/a PGA TOUR Superstore
Scottsdale, AZ
Reporting to the Sales and Service Manager, a Club Services Associate will execute all Club Services, including re-gripping, re-shafting, loft and lie adjustments, and front-end operations…
Added 1 hour ago
BC
Temporary Program Associate
Brilliant Corners
Remote, United States
- $54,995 USD / year
The Program Associate provides critical support to the Housing Services team through administrative back-office functions, keeping up-to-date records, preparing check requests, updating…
Added 1 hour ago
Associate, Fellow Recruitment and Campus Engagement
Braven
Remote, United States
Job Title: Associate, Fellow Recruitment & Campus Engagement (National)
Added 1 hour ago
Associate, Fellow Recruitment and Campus Engagement
Braven
Remote, United States
Job Title: Associate, Fellow Recruitment & Campus Engagement (National)
Added 1 hour ago
Associate, Fellow Recruitment and Campus Engagement
Braven
Remote, United States
Job Title: Associate, Fellow Recruitment & Campus Engagement (National)
Added 1 hour ago
Associate, Fellow Recruitment and Campus Engagement
Braven
Remote, United States
Job Title: Associate, Fellow Recruitment & Campus Engagement (National)
Added 1 hour ago
Associate, Campus Engagement
Braven
Remote, United States
…years. In support of this goal, Braven is hiring a high-energy Associate, Campus Engagement, who will build excitement and awareness for the Braven Accelerator course at UMSV, engaging…
Added 1 hour ago
Associate, Program Facilitator
Braven
Remote, United States
In order to achieve its ambition of serving 80,000–100,000 Fellows over the next decade, Braven is hiring an Associate, Program Facilitator. As an Associate, Program Facilitator, you'll…
Added 1 hour ago
Associate, New Sites
Braven
Remote, United States
In order to achieve its ambition of serving 80,000-100,000 Fellows over the next decade, Braven is hiring an Associate, New Sites, who will help cultivate and project manage the new higher…
Added 1 hour ago
Associate, New Sites
Braven
Remote, United States
In order to achieve its ambition of serving 80,000-100,000 Fellows over the next decade, Braven is hiring an Associate, New Sites, who will help cultivate and project manage the new higher…
Added 1 hour ago
Associate, New Sites
Braven
Remote, United States
In order to achieve its ambition of serving 80,000-100,000 Fellows over the next decade, Braven is hiring an Associate, New Sites, who will help cultivate and project manage the new higher…
Added 1 hour ago
Associate, New Sites
Braven
Remote, United States
In order to achieve its ambition of serving 80,000-100,000 Fellows over the next decade, Braven is hiring an Associate, New Sites, who will help cultivate and project manage the new higher…
Added 1 hour ago
UO
Associate Director of Development, Leeds School of Business
University of Colorado Denver
Boulder, CO
- $83,000 to $93,000 USD / year
The Office of Advancement encourages applications for an Associate Director of Development to join as a key individual contributor and partner for the Leeds School of Business! The…
Added 1 hour ago
UO
Assistant Director of Visitor Experience
University of Colorado Denver
Boulder, CO
- $70,900 to $74,000 USD / year
Optimize tour capacities, route design, time slots, flows, queueing, and building utilization to support institutional priorities.
Added 2 hours ago
Intense Special Education Aide
New Albany-Floyd County Consolidated School District
New Albany, IN
Education and/or Experience: Associate’s degree or, two (2) years college credit or, completion of 1,000 hours in the past year as a paraprofessional or successful completion of ParaPro…
Added 2 hours ago
BS
(Open Application) Public Health Associate
BME Strategies
Remote, United States
- $70,720 to $85,696 USD / year
The Public Health Associate provides planning, coordination, and project support to BME Strategies, a Massachusetts-based public health consulting firm. Associates work closely with project…
Added 2 hours ago
MS
Offsite Administrative Support- Access Center, Hicksville, Long Island, New York, Full Time, Days
Mount Sinai Health System
Huntington, NY
- $18.04 to $25 USD / hour
- Full-time
2. Opens, sorts and prioritizes mail. Picks up and delivers materials as
Added 2 hours ago
UO
Undergraduate Program Professional
University of Colorado Denver
Boulder, CO
- $34,986 USD / year
…applied experience programming, analyzes and provides data to the Associate Chair for Undergraduate Studies, helps with the further analysis of this data to track the Department's progress…

MS Smith Barney, LLC

Client Service Associate

Austin, TX, United States

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Job details

Posting language: English
Posted: Oct 30, 2026

Original job description

Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate 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 require documentation, processing money movement transactions as an example
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

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

Strong computer skills and knowledge of Microsoft Office products
Exceptional writing, interpersonal and client service skills
Detail orientated with superior organizational skills and ability to prioritize tasks
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

Reports to:

Business Service Manager

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
Computer skills
Microsoft Office
Organizational skills
Prioritization

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