Jobs in the United States

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Personal Banker- North Birmingham
B10 Wells Fargo Bank, N. A.
BIRMINGHAM, AL
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…
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Patient Flow Lead
Ascension
Pensacola, FL
Emotional well-being: Employee Assistance Program, counseling and peer support, spiritual care and stress management resources
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Behavior Technician (RBT) - Berkshire Heights
Helping Hands Family
Wyomissing, PA
» Accurately collect behavior data and collaborate with your team to support each child's progress.
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Registered Nurse Med Surg
Ascension
Austin, TX
Emotional well-being: Employee Assistance Program, counseling and peer support, spiritual care and stress management resources
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Registered Nurse Med Surg
Ascension
Austin, TX
Emotional well-being: Employee Assistance Program, counseling and peer support, spiritual care and stress management resources
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Office Operations Assistant Primary Care
Ascension
Gulf Breeze, FL
Provide flexible and reliable general administrative and clerical support to various functions within the assigned area.
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Medical Assistant Ortho Surgery
Ascension
Pensacola, FL
Emotional well-being: Employee Assistance Program, counseling and peer support, spiritual care and stress management resources
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Intern Imaging
Ascension
Milwaukee, WI
Emotional well-being: Employee Assistance Program, counseling and peer support, spiritual care and stress management resources
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MH
Endoscopy Tech
MedStar Health
Clinton, MD
- $19.55 to $34.25 USD / hour
Provide support to physicians and nurses while the procedure is underway handle specimens collected and sterilize equipment.Primary Duties and Responsibilities
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Certified Surgical Tech
Ascension
Chicago, IL
High School diploma equivalency with 2 years of cumulative experience OR Associate's degree/Technical degree OR 4 years of applicable cumulative job specific experience required.
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Clinic Registered Nurse Heart Rhythm
Ascension
Tulsa, OK
Emotional well-being: Employee Assistance Program, counseling and peer support, spiritual care and stress management resources
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Fire Alarm Designer
Bosch Building Technologies
Irvine, CA
Review architectural, electrical, and construction drawings to support accurate fire alarm system layouts.
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Patient Care Technician
Ascension
Murfreesboro, TN
● Support a respectful and comfortable healing environment by assisting patients with essential personal care and the activities of daily living.
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MC
Staff Level Tax Associate
Mercadien Consulting LLC
Hamilton Township, NJ
- $79,999 to $80,000 USD / year
…focus on tax? Join our dynamic Tax Team as a Staff Level Tax Associate! In this role, you will gain valuable experience and understanding of accounting processes through hands-on work. We…
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MC
Senior Tax Accounting Associate
Mercadien Consulting LLC
Hamilton Township, NJ
- $91,999 to $92,000 USD / year
The Mercadien Group has an immediate opening for a Senior Accounting Associate to become part of our Tax team!
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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…
Added 1 min ago
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.
Added 1 min ago
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
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Remote, United States
Coordinate portfolio-level connectivity across field teams to support shared customers, launches, and evolving commercial priorities.
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Behavioral Health Supervisor-Temp- Arcata- Closes 11/23/2026
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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…
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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.
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Wind Turbine Technician - Tech One Program
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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
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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.

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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