Jobs in the United States

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Added 2 mins ago
Sr. Administrative Assistant (Project Billing)
NWESI
Boise, ID
Northwest Engineering Service, Inc. is the leading provider of Testing, Adjusting, and Balancing Services of mechanical systems and Whole Building Commissioning in the Pacific Northwest.…
Added 4 mins ago
AU
Client Manager - Security Services
Allied Universal
Riverside, CA
- $73,000 to $79,568 USD / year
Allied Universal® is hiring a Client Manager. As a Client Manager, you will build long term meaningful client relationships and lead our front-line employees that deliver our security…
Added 7 mins ago
CC
Administrative Specialist III - Water System Maintenance
Cobb County Government
Marietta, GA
- $19.71 to $25.12 USD / hour
High School diploma or GED required, Associate's degree in secretarial science or office administration preferred; supplemented by three years of responsible experience in secretarial,…
Added 9 mins ago
Service Delivery Manager
NFM & J LP
Lakewood, CO · Tampa, FL
The Service Delivery Manager is responsible for leading and managing customer service operations within the janitorial services division. This role serves as the primary point of contact…
Added 11 mins ago
Associate Manager of Operations
Uber Freight
Rogers, AR
…reliability, and operational excellence. We are looking for an Associate Manager, Operations to lead the day-to-day execution and performance of our dedicated account operations team at our…
Added 14 mins ago
Systems Engineer
Chenega Corporation
UNAVAILABLE, VA
…operational inquiries within 15 minutes. When designated Queue Manager, manage case timers to prevent missed service…
Added 14 mins ago
Senior Operations Lead
Chenega Corporation
UNAVAILABLE, VA
In plain terms, our clients gain a team that’s on the same page to achieve and support the client’s mission. We vigorously respond to clients’ requests without additional costs, delays, or…
Added 14 mins ago
Senior Operations Lead
Chenega Corporation
UNAVAILABLE, VA
In plain terms, our clients gain a team that’s on the same page to achieve and support the client’s mission. We vigorously respond to clients’ requests without additional costs, delays, or…
Added 14 mins ago
Systems Engineer
Chenega Corporation
UNAVAILABLE, VA
…operational inquiries within 15 minutes. When designated Queue Manager, manage case timers to prevent missed service…
Added 15 mins ago
TL
Client Value Executive - Financial Services, Contact Center Solutions
TransUnion LLC
Remote, United States
- $75,750 to $126,250 USD / year
The Client Value Executive - Financial Services, Contact Center Solutions role will act as the primary day-to-day client manager for an important set of Financial Services customers that…
Added 16 mins ago
Lead Preschool Teacher - Basin City
IDC Brand
Basin City, WA
The Lead Preschool Teacher reports to the Center Manager and works closely with the Assistant Preschool Teacher, School Readiness Liaison, Early Learning Mentor Coaches, Center Staff, ECE…
Added 19 mins ago
CD
Billing & Administrative Support (IOP/PHP Program)
CASA DE AMPARO
San Marcos, CA
- $25 to $28 USD / hour
…de Amparo behavioral health programs. Supports the Program Manager and program staff with client records, authorizations, billing readiness, claim support, data tracking, scheduling,…
Added 20 mins ago
Project Manager – Field Service
Insight Global
Salem, NH
Our client is looking for an experienced Project Manager to join its growing Security Systems Field Service team. This individual will manage installation and upgrade projects for advanced…
Added 24 mins ago
Manager, Product Management
HD Supply Management, LLC (USA)
United States
Domain & Business Models: B2B, Enterprise Commerce, Digital Commerce, eCommerce Revenue Optimization, Omnichannel Experience, Customer Self-Service
Added 25 mins ago
Associate, Out of Home
OMDUS OMD USA LLC
NY
Outdoor Media Group (OMG), the Out-of-Home (OOH) media division of Omnicom Media Group, is seeking an Associate to support the planning, execution, and management of integrated Out-of-Home…
Added 28 mins ago
Oracle Supply Chain Management Solution Architect, Senior Manager
Accenture LLP Company
NY
A client-focused, Oracle Supply Chain Solution Architect who combines Oracle product knowledge with consulting, communication, and leadership skills. You translate requirements into Oracle…
Added 29 mins ago
Warehouse Associate
Animal Health International, Inc.
Salina, KS
The Warehouse Associate strives to exceed customer expectations by ensuring orders are available, accurate, salable and received in a timely manner. This position will demonstrate order…
Added 32 mins ago
Associate Relationship Advisor
The Northern Trust Company
Chicago, IL
The Associate Relationship Advisor role is a transitional role from Account Manager, WM Advisory to Relationship Advisor and encompasses responsibilities for both. Under general supervision…
Added 44 mins ago
Associate Channel Manager, Marketplaces
Ferguson Enterprises, LLC
Atlanta, GA · Newport News, VA
As an Associate Channel Manager, you will drive sales, profitability, and growth across strategic marketplace accounts. You will build strong relationships with key internal and external…
Added 44 mins ago
Construction AMI / AMR Project Manager
Ferguson Enterprises, LLC
San Marcos, TX
Ferguson is currently seeking the right individual to fill an immediate need for an AMI / AMR Project Manager. In this role, you will be responsible for leading Municipality's Water Meter…
Added 47 mins ago
O
Senior Facilities Service Manager - Mechanical (Abilene, TX)
Oracle
Abilene, TX
- $126,200 to $264,100 USD / year
As Senior Facilities Service Manager – Mechanical, you will lead the onsite mechanical service and maintenance team responsible for the safe, reliable, and efficient operation of…
Added 47 mins ago
Work Café Relationship Manager, Williamsburg, Brooklyn, NY
F8F Santander Bank N.A.
United States
Associate’s Degree: in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Required
Added 47 mins ago
Insurance Client Coordinator
Compeer Financial
Janesville, WI
The contributions you will make: This position is responsible for delivering exceptional client service and supporting crop insurance sales. The incumbent maintains a portfolio of smaller…
Added 50 mins ago
GenAI Lead / GCP AI Engineer Lead
Capgemini
New York, NY, NY
Write evaluation sets and run quality, latency and cost checks (Gen AI evaluation service, golden datasets).
Added 1 hour ago
Dual Director of Sales
Lodging Dynamics
Fort Lauderdale, FL
Serves as the sales contact for the General Manager, Revenue Management, Sales Support team, and Catering Sales leaders.

MS Smith Barney, LLC

Client Service Associate

Charlotte, NC, United States

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Job details

Posting language: English
Posted: Nov 2, 2026

Original job description

POSITION SUMMARY

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.

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.

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

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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