Jobs in the United States

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Training Specialist
Datavant
Jefferson City, MO
+ Determine whether each learner meets readiness standards and recommend to leaders whether the associate should move into production, receive extended training, or receive additional…
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SO
Transportation Technician 11 (Office Technician) - Mt. Pleasant TSC
State of Michigan
Mt Pleasant, MI
- $31.55 to $45.63 USD / hour
Possession of an Associate's degree in concrete technology, civil technology, construction technology, surveying technology, construction management, mathematics, or computer science.
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CO
Police Officer
City of Fairfield (OH)
Fairfield, OH
- $36.51 to $48.82 USD / hour
Qualifications include: U.S. Citizen; high school diploma/GED (Associate Degree in Criminal Justice and/or State of Ohio Basic Peace Officer Training Certificate preferred); valid Driver’s…
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Senior Director, National Portfolio Field Excellence
Revolution Medicines
Remote, United States
Coordinate portfolio-level connectivity across field teams to support shared customers, launches, and evolving commercial priorities.
Added 1 min ago
Behavioral Health Supervisor-Temp- Arcata- Closes 11/23/2026
United Indian Health Se
Arcata, CA
The Behavioral Health Supervisor will support the Behavioral Health Director in daily departmental operations. This role involves drafting, revising, and editing Standard Operating…
Added 1 min ago
IT PC Analyst
INTEK PLASTICS LLC
Hastings, MN
Associate's degree, bachelor's degree, or equivalent education in Information Technology, Information Systems, PC Support, or a related field.
Added 1 min ago
Wind Turbine Technician - Tech One Program
Sky Climber Renewables
Lubbock
…Electrical Technician.Additional duties may be assigned to support customer needs and to help advance Sky Climber’s mission, values, and long-term…
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Community Group Coordinator
Hillside Fellowship
Spring Branch, TX
Coordinate and support weekend, evening, and special Community Group ministry events throughout the ministry year, helping ensure participants, leaders, and volunteers experience organized,…
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RN PRN, Women's Surgical Med/Surg, As Needed
Norton Healthcare
Louisville, KY
Employee Referral Incentive to support your networking and help others join our team.
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Selling Associate-North Point
Victoria's Secret & Co
Alpharetta, GA
The Selling Associate drives sales and provides exceptional customer service, while engaging our customers and exhibiting an elevated level of product knowledge and expertise.
Added 1 min ago
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Warehouse/Driver
Johnstone Supply, The Balsan Group
Downingtown, PA
- $20 to $24 USD / hour
Support inventory accuracy through cycle counts and organization
Added 1 min ago
Legal Assistant – E-filing/Document Maintenance
SouthLaw P C
Overland Park, KS
The E-Filing Legal Assistant is a support role to multiple departments, within the Firm. This person will be responsible for electronically filing a multitude of pleadings and documents for…
Added 1 min ago
Branch Associate
Locke Supply Co
Edmond, OK
We are looking for more than just an employee; we are looking for employee owners! As a Branch Associate at our 100% employee-owned company, you aren't just filling orders, you are building…
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Night Behavioral Health Associate PRN
Neuropsychiatric Hospitals
Huber Heights, OH
…multi-specialty approach, ensuring our patients receive the specialized support they need when they need it…
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Evening Behavioral Health Associate PRN
Neuropsychiatric Hospitals
Huber Heights, OH
…multi-specialty approach, ensuring our patients receive the specialized support they need when they need it…
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Day Behavioral Health Associate PRN
Neuropsychiatric Hospitals
Huber Heights, OH
…multi-specialty approach, ensuring our patients receive the specialized support they need when they need it…
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Customer Support Supervisor l Onsite - Chesterfield
Blink Health
Chesterfield, MO · Pittsburgh, PA
…transparent low prices, free home delivery, and world-class support on this first-of-its-kind centralized platform. With BlinkRx, never again will a patient show up at the pharmacy only to…
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Inspection Operations Supervisor - PW - 11/9/26
Charleston County Government
North Charleston, SC
- $76,315 to $85,945 USD / year
Communicate regularly with County staff, contractors, consultants, stakeholders, and the public to support successful project delivery.
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Pilot Plant Controls & Automation Engineer
ConAgra Fds Entrprise Svcs,Inc
Omaha, NE
…equipment as well as provide technical leadership and hands-on support for the site’s automation, electrical, and instrumentation systems. You will develop and implement automation…
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Associate Food Scientist
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Reporting to the Research and Development Manager, you will support innovation and margin expansion across our premium meat snacks portfolio, including Slim Jim. You will bring a strong…
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Associate Category Leadership Manager
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…will deliver insights, reporting, and category strategies to support sales objectives and drive growth across key customer…
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SL
Full Time Physical Therapist Assistant
St. Lukes Hospital
Macungie, PA
- Full-time
Associate's degree in an accredited physical therapy assistant program is required.
Added 2 mins ago
SL
Full Time Physical Therapist Assistant
St. Lukes Hospital
Macungie, PA
- Full-time
Associate's degree in an accredited physical therapy assistant program is required.
Added 2 mins ago
SL
Full Time Physical Therapist Assistant
St. Lukes Hospital
Northampton, PA
- Full-time
Associate's degree in an accredited physical therapy assistant program is required.
Added 2 mins ago
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Full Time Outpatient Physical Therapist Assistant
St. Lukes Hospital
Easton, PA
- Full-time
Associate's degree in an accredited physical therapy assistant program is required.

MS Smith Barney, LLC

Client Service Associate

Coral Gables, FL, United States

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Job details

Posting language: English
Posted: Nov 9, 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:

High School Diploma/Equivalency
Two or more years of industry experience preferred
Experience with BSA/AML Regulations within the financial services industry preferred
Experience focused on examining potential clients’ source of wealth during the client onboarding process preferred
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.

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Skills

Interpersonal skills
Documentation
Administrative support
Scheduling
Logistics
Anti-money laundering
Onboarding
Organizational skills
Microsoft Office
Microsoft Word
Microsoft Excel
Microsoft Outlook
Microsoft PowerPoint
Time management
Adaptability

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