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Field Specialist A - Nights
Chevron North America Exploration and Production Company (a Chevron U.S.A. Inc. division)
United States
…typically Upstream facilities from wells to primary separation and processing, and Midstream distribution/storage facilities (pipelines/terminals). Monitors process variables,…
Added just now
Program Performance Technician
Guilford Technical Community College
NC
…documentation and records; assisting with course roster pre-audit and processing; and maintaining confidentiality of student records through established procedures. This position provides…
Added 1 min ago
Administrative Assistant for Clinical Sciences; OPCVM
Lincoln Memorial University (New)
TN
…serving as the designated administrative assistant for the Associate Dean of Clinical Sciences. This role involves providing operational support, coordinating office activities, and…
Added 1 min ago
Assistant Property Manager
Norfolk Redevelopment And Housing Authority
Norfolk, VA
…and products for communities. Coordinates and conducts the processing of legal cases. Performs quality assurance and control checks on resident files. Supports and/or coordinates routine…
Added 1 min ago
TV
Retail Key Holder - Part-Time
The Vitamin Shoppe
Wilmington, NC
- Part-time
Maintain regular store maintenance, follow loss prevention standards, ensure timely processing of product receipts, keep shelves full and products priced accordingly.
Added 1 min ago
Office Services & HR Admin. Assistant
The Hilldrup Companies
Stafford, VA
Assist with processing, filing, scanning, and maintaining confidential employee records and Human Resources documentation with accuracy and discretion.
Added 2 mins ago
Hospice Billing Specialist
Longwood Hospice
Braintree, MA
Experience with claims processing, denial management, and appeals.
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Clinical Assistant/Associate/Full Professor, Optometry (Chief, Binocular Vision/Pediatrics Clinic)
Indiana University at Bloomington (Faculty)
IN
…eye disease, post-TBI visual conditions, visual information-processing disorders, and vision…
Added 3 mins ago
Patient Access Asso Level I
AtlantiCare
Galloway, NJ
Added 3 mins ago
Data Management Senior Associate
DTCC Candidate Experience
Tampa, FL · Jersey City, NJ
As a core member of the Data Management Team within Enterprise Data Solutions, a Senior Associate will be responsible for driving projects forward, managing key deliverables, and helping to…
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Production Associate - 2nd Shift
Atlas Roofing Corporation
Murray, UT
…molding, Atlas Molded Products has the most extensive polystyrene processing capabilities in the United States and maintains the highest standards of excellence in products, quality, and…
Added 3 mins ago
TD
Universal Banker I
THE DIME BANK
Hawley, PA
- $17.34 to $28.6 USD / hour
Completion of The Dime Bank’s Universal Banker I curriculum with passing test scores and demonstrated proficiency/mentoring. Also, an Associate degree in related field is preferred.
Added 3 mins ago
GI
DONATED GOODS ASSOCIATE
Goodwill Industries of Arkansas
Fayetteville, AR
- $11 USD / hour
The Donated Goods Associate supports store operations by assisting with the intake, processing, stocking, and sale of donated goods. This position ensures an Amazing Customer Experience…
Added 4 mins ago
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Warehouse Order Selector
Domino's
Crown Point, IN
- $20 USD / hour
Domino’s Pizza Supply Chain is hiring for a Warehouse Associate. The Warehouse Associate performs the loading and unloading of delivery trucks and moves and stores food and other products…
Added 4 mins ago
Retail Freight Team Leader
Ollie's Bargain Outlet
Greenwich, NY
20% Associate discount on all Ollie’s purchases.
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Retail Team Leader
Ollie's Bargain Outlet
Greenwich, NY
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 4 mins ago
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Receiving Specialist Part Time (Draft)
Ollie's Bargain Outlet
Orange City, FL
- Part-time
20% Associate discount on all Ollie’s purchases.
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Nuclear Med Technologist PRN
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…demonstrating proficiency with camera acquisition and computer processing, adapting to new technology, and helping develop the knowledge and competency of coworkers and students. Other…
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Director of Practice Operations Orthopedics
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Maitland, FL
Skill in using computer software to include word processing, spreadsheets, database, and general accounting
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ORION Ground Operations Integration Engineer, Associate
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ASRC Federal System Solutions (ASFF) is hiring a ORION Ground Operations Integration Engineer, Associate to join our team at Kennedy Space Center, FL. This entry level position is…
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Relationship Banker II - Interview Day - Miami Dade
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Hialeah, FL · Miami Gardens, FL
…consist of sharing responsibility for greeting customers and processing transactions to ensure customers bank when, where, and how they…
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Cash Management Associate
TEKsystems
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Relevant word processing, database, spreadsheet, and e-mail computer applications to create and/or edit documents, reports, and correspondence
Added 5 mins ago
Restaurant Crewmember - Closing Shifts
Raising Cane's
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…between. Whether you have experience as a customer service associate, retail team member, cashier, restaurant server, kitchen lead, cook, prep cook, drive thru cashier or any other…
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Production Lab Technician
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Associate degree or completed coursework in Chemistry, Chemical Technology, or related scientific field required
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Personal Banker Palm Beach Lakes
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Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday banking…

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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