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Added 1 day ago
Senior Registered Client Service Associate
Raymond James Financial, Inc.
Saint Louis, MO
…Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This…
Added 1 day ago
JG
Associate Financial Advisor
Jambalaya Group
Bellevue, WA
- $100,000 to $125,000 USD / year
Allegiance Wealth Management is seeking a relationship-oriented Associate Financial Advisor to serve existing and new clients within a collaborative private wealth practice. This role is…
Added 1 day ago
JG
Part-Time Client Service & Operations Associate
Jambalaya Group
Bellingham, WA
- $24 to $30 USD / hour
- Part-time
An established private financial planning practice in Bellingham, Washington, is seeking a dependable, detail-oriented Client Service & Operations Associate to help deliver an organized,…
Added 1 day ago
Senior Wealth Management Associate / Concierge Team Lead
Jambalaya Group
Louisville, KY
A growing, multi-location private wealth management practice is seeking an experienced wealthmanagement professional to serve as a senior member and potential anchor of its concierge team.…
Added 1 day ago
Senior Wealth Management Associate / Concierge Team Lead
Jambalaya Group
Dayton, OH
A growing, multi-location private wealth management practice is seeking an experienced wealthmanagement professional to serve as a senior member and potential anchor of its concierge team.…
Added 1 day ago
Senior Wealth Management Associate / Concierge Team Lead
Jambalaya Group
Tucson, AZ
A growing, multi-location private wealth management practice is seeking an experienced wealthmanagement professional to serve as a senior member and potential anchor of its concierge team.…
Added 1 day ago
Director of Advisor Development
Jambalaya Group
Louisville, KY
A large, multi-location private wealth management practice is seeking an accomplished Director of Advisor Development to provide leadership, coaching, training, and accountability for…
Added 1 day ago
Director of Advisor Development
Jambalaya Group
Dayton, OH
A large, multi-location private wealth management practice is seeking an accomplished Director of Advisor Development to provide leadership, coaching, training, and accountability for…
Added 1 day ago
Director of Advisor Development
Jambalaya Group
Tucson, AZ
A large, multi-location private wealth management practice is seeking an accomplished Director of Advisor Development to provide leadership, coaching, training, and accountability for…
Added 1 day ago
JG
Paraplanner
Jambalaya Group
Dayton, OH
- $65,000 to $85,000 USD / year
A well-established, multi-location private wealth management practice, is seeking a Paraplanner to support Financial Advisors and Associate Financial Advisors in developing and delivering…
Added 1 day ago
JG
Paraplanner
Jambalaya Group
Louisville, KY
- $65,000 to $85,000 USD / year
A well-established, multi-location private wealth management practice, is seeking a Paraplanner to support Financial Advisors and Associate Financial Advisors in developing and delivering…
Added 1 day ago
JG
Paraplanner
Jambalaya Group
Tucson, AZ
- $65,000 to $85,000 USD / year
A well-established, multi-location private wealth management practice, is seeking a Paraplanner to support Financial Advisors and Associate Financial Advisors in developing and delivering…
Added 1 day ago
Client Service Specialist
Jambalaya Group
NY · New York, NY
Iron Birch Advisors is a private wealth advisory practice of Ameriprise Financial Services, LLC. We serve individuals, families, and business owners through comprehensive financial planning…
Added 1 day ago
Associate Financial Advisor
Jambalaya Group
Edmonds, WA
Soundview Financial Group, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking an Associate Financial Advisor (AFA) to support succession planning efforts for retiring…
Added 1 day ago
Associate Financial Advisor
Jambalaya Group
Remote, United States
Are you a seasoned financial professional with a passion for client relationships and a desire to contribute to the growth of a thriving private wealth advisory practice? GuideWorth…
Added 1 day ago
JG
Client Service Associate
Jambalaya Group
Remote, United States
- $65,000 to $75,000 USD / year
FutureFWD Advisors, a Private Wealth Advisory Practice of Ameriprise Financial is seeking a detail-oriented and proactive licensed client service associate to support our growing team. This…
Added 1 day ago
Associate Director, Client Development – Funds
Simpson Thacher & Bartlett LLP
NY · San Francisco, CA · Boston, MA · Los Angeles, CA · Washington, DC · Houston, TX · Palo Alto, CA
The Associate Director operates with a high degree of independence and judgment, serving as a trusted advisor to partners and practice leaders on client development strategy, market…
Added 1 day ago
Senior Registered Client Service Associate
Raymond James & Associates, Inc.
Saint Louis, MO
…Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This…
Added 1 day ago
Registered Wealth Management Client Associate
Bank of America
Greenwich, CT · Stamford, CT
Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
Added 1 day ago
Analyst/Associate, Client Solutions & Analytics
PIMCO
NEW YORK, NY
PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit…
Added 2 days ago
Associate Director, Practice Builder
Ulteig Engineers, Inc.
Billings, MT
Working closely with the Power Market team, Power Associate Directors, and leaders across the business, this individual strengthens client relationships, converts opportunities into…
Added 2 days ago
J.P. Morgan Advisors - Senior Client Associate - Chicago, IL
JPMC page
Chicago, IL
Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join…
Added 2 days ago
Registered Wealth Management Client Associate
Bank of America
Lufkin, TX
Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
Added 2 days ago
Wealth Management Client Associate
Bank of America
Dallas, TX
Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
Added 2 days ago
Director, Emergency Management and Preparedness
Chemonics International Inc
Remote, United States
…entities, healthcare coalitions, community-based organizations, private-sector partners, and other stakeholders. The role requires strong knowledge of the state's emergency management…

MS Smith Barney, LLC

Registered Client Service Associate

Atlanta, GA, United States

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Job details

Posting language: English
Posted: Oct 30, 2026

Original job description

Registered Client Service Associate

Registered 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/team
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 aa clerical capacity at the direction of the client and/or FA/PWA/team
Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team
Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance)
Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team
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 with updates on service requests (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:

Education and/or Experience

High School Diploma/Equivalency
College degree preferred
Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Two or more years of industry experience preferred Knowledge/Skills
Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
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 multitask
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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