Jobs in the United States

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Added 5 mins ago
Registered Wealth Service Associate
Citigroup
O'Fallon, MO
The Registered Wealth Service Associate is a Client Service and Sales support position, fully responsible for servicing and supporting internal and/or external clients primarily through…
Added 17 mins ago
Registered Wealth Investment Service Associate
Citigroup Global Markets Inc.
United States
The Registered Wealth Investment Service Associate is a Client Service and Sales support position, fully responsible for servicing and supporting internal and/or external clients primarily…
Added 19 mins ago
CH
Utilization Management Nurse Consultant - Behavioral Health (Remote)
CVS Health
Phoenix, AZ
- $29.1 to $62.32 USD / hour
MUST have the ability to work the occasional on-call rotational coverage on weekends and some rotational on-call holiday coverage (URAC and Client Requirements).
Added 19 mins ago
Registered Wealth Investment Service Associate
Citi
JACKSONVILLE, FL · OFALLON, MO · Jacksonville, FL · O'Fallon, MO · Jacksonville · O'Fallon
The Registered Wealth Investment Service Associate is a Client Service and Sales support position, fully responsible for servicing and supporting internal and/or external clients primarily…
Added 29 mins ago
MS
Registered Client Service Associate
MS Smith Barney, LLC
Paramus, NJ
- $33,113 to $90,000 USD / year
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…
Added 39 mins ago
Financial Advisor - PNC Wealth Management
PNC Wealth Management LLC
Chestnut Hill, MA · Boston, MA
Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client…
Added 58 mins ago
Associate, Fixed Income Distribution Business Management Team
Wells Fargo
CHARLOTTE, NC
…and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells…
Added 1 hour ago
Registered Branch Associate - Naperville, IL
Edward Jones
United States
Registered Branch Associates create capacity for the Financial Advisor by partnering together to serve existing clients at the direction of the Financial Advisor. Registered Branch…
Added 1 hour ago
BB
Child Care Teacher
BHCC Bright Horizons Children's Centers, LLC
Fort Collins, CO
- $20.25 to $24.75 USD / hour
College-level coursework in early childhood education, CDA, or an associate or bachelor’s degree in early education or related field is preferred
Added 1 hour ago
RN Clinic Administrator
Valor Healthcare, Inc.
Harriman, TN
Baccalaureate degree, associate degree or diploma certificate in registered nursing, graduate degree preferred.
Added 2 hours ago
CB
Senior Performance Marketing Manager
Clients Blackbox, Inc.
Remote, United States
- $90,000 to $125,000 USD / year
Clients Blackbox is a performance marketing agency specializing in Meta advertising for Registered Investment Advisors. We help financial advisors grow their practices by generating…
Added 2 hours ago
CB
Senior Performance Marketing Manager
Clients Blackbox, Inc.
Remote, United States
- $90,000 to $125,000 USD / year
Clients Blackbox is a performance marketing agency specializing in Meta advertising for Registered Investment Advisors. We help financial advisors grow their practices by generating…
Added 2 hours ago
CB
Senior Performance Marketing Manager
Clients Blackbox, Inc.
Remote, United States
- $90,000 to $125,000 USD / year
Clients Blackbox is a performance marketing agency specializing in Meta advertising for Registered Investment Advisors. We help financial advisors grow their practices by generating…
Added 2 hours ago
CB
Senior Performance Marketing Manager
Clients Blackbox, Inc.
Remote, United States
- $90,000 to $125,000 USD / year
Clients Blackbox is a performance marketing agency specializing in Meta advertising for Registered Investment Advisors. We help financial advisors grow their practices by generating…
Added 2 hours ago
CB
Senior Performance Marketing Manager
Clients Blackbox, Inc.
Remote, United States
- $90,000 to $125,000 USD / year
Clients Blackbox is a performance marketing agency specializing in Meta advertising for Registered Investment Advisors. We help financial advisors grow their practices by generating…
Added 2 hours ago
CB
Senior Performance Marketing Manager
Clients Blackbox, Inc.
Remote, United States
- $90,000 to $125,000 USD / year
Clients Blackbox is a performance marketing agency specializing in Meta advertising for Registered Investment Advisors. We help financial advisors grow their practices by generating…
Added 2 hours ago
CB
Acquisition Marketing Manager
Clients Blackbox, Inc.
Remote, United States
- $65,000 to $90,000 USD / year
You'll report to the Associate Director of Operations and be directly accountable for client results, relationships, and retention.
Added 2 hours ago
CB
Acquisition Marketing Manager
Clients Blackbox, Inc.
Remote, United States
- $65,000 to $90,000 USD / year
You'll report to the Associate Director of Operations and be directly accountable for client results, relationships, and retention.
Added 2 hours ago
CB
Acquisition Marketing Manager
Clients Blackbox, Inc.
Remote, United States
- $65,000 to $90,000 USD / year
You'll report to the Associate Director of Operations and be directly accountable for client results, relationships, and retention.
Added 2 hours ago
CB
Acquisition Marketing Manager
Clients Blackbox, Inc.
Remote, United States
- $65,000 to $90,000 USD / year
You'll report to the Associate Director of Operations and be directly accountable for client results, relationships, and retention.
Added 2 hours ago
CB
Acquisition Marketing Manager
Clients Blackbox, Inc.
Remote, United States
- $65,000 to $90,000 USD / year
You'll report to the Associate Director of Operations and be directly accountable for client results, relationships, and retention.
Added 2 hours ago
CB
Acquisition Marketing Manager
Clients Blackbox, Inc.
Remote, United States
- $65,000 to $90,000 USD / year
You'll report to the Associate Director of Operations and be directly accountable for client results, relationships, and retention.
Added 2 hours ago
CB
Acquisition Marketing Strategist
Clients Blackbox, Inc.
Remote, United States
- $65,000 to $90,000 USD / year
You'll report to the Associate Director of Operations and be directly accountable for client results, relationships, and retention.
Added 2 hours ago
CB
Acquisition Marketing Strategist
Clients Blackbox, Inc.
Remote, United States
- $65,000 to $90,000 USD / year
You'll report to the Associate Director of Operations and be directly accountable for client results, relationships, and retention.
Added 2 hours ago
CB
Acquisition Marketing Strategist
Clients Blackbox, Inc.
Remote, United States
- $65,000 to $90,000 USD / year
You'll report to the Associate Director of Operations and be directly accountable for client results, relationships, and retention.

MS Smith Barney, LLC

Registered Client Service Associate

Purchase, NY, United States

$17 to $43.27 USD / hour

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Job details

Pay: $17 to $43.27 USD / hour
Posting language: English
Posted: Nov 5, 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.

Expected base pay rates for the role will be between $17 and $43.27 per hour at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

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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