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Added 1 min ago
Scientist/Engineer, Biologics Technical Operations - Lilly Medicine Foundry
Eli Lilly and Company
United States
This role plays a key technical role working collaboratively with the Process Translation and Execution (PTE), Processing Engineering (PE) and Product Research and Development (PRD) to…
Added 1 min ago
MS
Private Wealth Management Client Service Associate
Morgan Stanley
San Francisco, CA · San Francisco
- $35,152 to $90,000 USD / year
Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure…
Added 1 min ago
MS
Registered Client Service Associate
Morgan Stanley
Greenwood Village, CO · Greenwood Village
- $35,000 to $75,000 USD / year
Preparing and submitting expense reports for processing at the direction of the FA
Added 1 min ago
Clinical Suppt Tech 3
University of Rochester
United States
…position has primary responsibility for the pre-analytical processing of patient specimens that are delivered to the Microbiology laboratory 24 hours per day, 7 days a week. Exercises…
Added 1 min ago
Opto-Mechanical Technician II
University of Rochester
United States
Maintain film processing equipment and chemistry.
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KC
Associate Test Engineer, Analytical Instrumentation
KLA Corporation
Milpitas, CA
- $28.85 to $49.04 USD / hour
Python - data processing, automation scripting, or scientific computing.
Added 2 mins ago
HB
Laboratory Technician
Hyperion Biotechnology
San Antonio, TX
- $18 to $20 USD / hour
…our environmental laboratory operations. This role focuses on processing customer water samples to detect microbial pathogens, ensuring data accuracy and adherence to standard…
Added 2 mins ago
Assistant Business Operations Partner
University of Georgia Staff
GA
Added 2 mins ago
ASSOCIATE DEAN, NURSING - EXTENDED!
Grossmont-Cuyamaca Community College District
United States
Under the direction of the Senior Dean of Allied Health and Nursing, the Associate Dean will organize, direct, develop, administer, and supervise all operations of the Nursing Education…
Added 3 mins ago
TC
Marketing and Communications Coordinator
The Corning Museum of Glass
Corning, NY
- $22 to $25 USD / hour
· Manage MarCom accounting processes by creating POs, securing approvals, and processing invoices for received goods and services. Liaises with the Accounting department and vendors as…
Added 3 mins ago
Shipping Associate - Triple S Flotech
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Jacksonville, FL
The Shipping Associate supports the efficient operations of the shipping and receiving dock by handling, packaging, and routing materials and products. This role involves loading and…
Added 4 mins ago
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Customer Service Technician
Staffmark
Kalamazoo, MI
- $22 to $24 USD / hour
…Specialist to support sales representatives and customers by processing orders, providing updates, resolving concerns, and maintaining accurate account information. This is a great…
Added 4 mins ago
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Bilingual Customer Service Representative
Staffmark
Norcross, GA
- $17 to $19 USD / hour
“Everything was magnificent. Everyone had great communication. I appreciate you guys.” Staffmark Associate
Added 5 mins ago
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Senior Assembly Associate
Cardinal Health 200, LLC
United States
- $21.5 to $27.72 USD / hour
…standard operating procedures. May conduct quality inspections on processing line in accordance with quality…
Added 5 mins ago
CC
Financial Aid Office Assistant
Cecil College
Seahawk Dr, MD
- $16 to $18 USD / hour
Assist office staff with tasks as needed especially during peak processing time. Respond to inquiries from enrolled, prospective, and former students regarding financial aid programs…
Added 6 mins ago
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Sales Associate
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- $12 USD / hour
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New York, NY
- $27 USD / hour
Click here: Universal Processing Company Events
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Business Development Associate
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New York, NY
- $27 USD / hour
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Supervisor, Patient Support
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…includes call center services (inbound and outbound) and claims processing operations. They are part of a highly concierge “white glove” service team that will manage the patient experience…
Added 6 mins ago
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Thrift Store Associate
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- $14 USD / hour
…contributes to the success of our mission. As a Thrift Store Associate in one of our Thrift Stores, you can proudly tell your family and friends that you help nurture hope, healing, and…
Added 6 mins ago
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Thrift Store Associate
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- $13 USD / hour
…contributes to the success of our mission. As a Thrift Store Associate in one of our Thrift Stores, you can proudly tell your family and friends that you help nurture hope, healing, and…
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IY
Thrift Store Associate
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…contributes to the success of our mission. As a Thrift Store Associate in one of our Thrift Stores, you can proudly tell your family and friends that you help nurture hope, healing, and…

MS Smith Barney, LLC

Client Service Associate

Seattle, WA, United States

Salary range for the position: [$55,000 - $95,000] Yr.

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Job details

Pay: Salary range for the position: [$55,000 - $95,000] Yr.
Posting language: English
Posted: Nov 4, 2026

Original job description

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:

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.

Salary range for the position: [$55,000 - $95,000] Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.

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

Interpersonal skills
Documentation
Administrative support
Scheduling
Logistics
Organizational skills
Microsoft Office
Microsoft Word
Microsoft Excel
Microsoft Outlook
Microsoft PowerPoint
Time management
Adaptability

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