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Senior Platform Engineer - NBA
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Lead Data Scientist - Autonomous Goal Management
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Providence, RI
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Associate's degree in OR equivalent 10 years’ experience focused on Telecommunications, Required
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Maintenance Electrician
Lucas Milhaupt
Warwick, RI
Detail Oriented - Ability to pay attention to the minute details of a project or task.
Added 2 mins ago
W
Maintenance Mechanic
Whirlpool
Clyde
- $37.1 to $39.1 USD / hour
…certification. Accurately log labor hours, parts used, PM data, and task descriptions into the Computerized Maintenance Management System (CMMS). Drive continuous improvement using WCM…
Added 4 mins ago
Accounting Assistant
Progress Rail Services Corp.
Taylor Mill, KY
Associate's level degree or higher, or combination of education and/or experience.
Added 5 mins ago
RB
Sales & Service Manager - Vine St
Republic Bank
Lexington, KY
- $7.25 USD / hour
Well organized, detail oriented, and able to multi-task.
Added 5 mins ago
Senior Platform Engineer - NBA
Humana
Frankfort, KY
Humana, Inc. and its affiliated subsidiaries (collectively, “Humana”) offers competitive benefits that support whole-person well-being. Associate benefits are designed to encour
Added 5 mins ago
Senior Full Stack Engineer - NBA
Humana
Frankfort, KY
Added 5 mins ago
Associate Actuarial - Analytics/Forecasting
Humana
Frankfort, KY
The Associate Actuary, Analytics/Forecasting analyzes and forecasts financial, economic, and other data to provide accurate and timely information for strategic and operational decisions.…
Added 5 mins ago
Corporate MD Grievance & Appeals
Humana
Frankfort, KY
Added 5 mins ago
Telecom Engineer IV
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Frankfort, KY
Associate's degree in OR equivalent 10 years’ experience focused on Telecommunications, Required
Added 6 mins ago
BP
Client Service Coordinator
Banfield Pet Hospital
Louisville, KY
- $15.06 to $19.24 USD / hour
If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs.
Added 10 mins ago
After School Teacher at Washington Elementary
KCE Champions LLC
United States
Outstanding customer service skills, strong organizational skills, and the ability to multi-task and handle multiple situations effectively
Added 14 mins ago
Patient Service Representative (PSR) - Cardiology
Advocate Health and Hospitals Corporation
Chicago, IL
Ability to function in a high volume, multiple-task environment, and in a crowded or closely shared workspace.
Added 14 mins ago
PP
Front Desk Associate (Per-diem) Springfield, NJ
PM Pediatrics Management Group, LLC
NJ
- $17 to $24 USD / hour
The Front Desk Associate role is an opportunity for the right candidate to apply his or her professional and personal skills by engaging with families to provide a welcoming, First-class…
Added 15 mins ago
Receptionist
CenterWell
Mesa, AZ
Queue and Wait-Time Management: You will monitor the waiting room and EMR task queues and communicate delays to patients and clinical staff. You will balance patient arrivals, calls, and…
Added 23 mins ago
Receptionist
Humana
Mesa, AZ
Queue and Wait-Time Management: You will monitor the waiting room and EMR task queues and communicate delays to patients and clinical staff. You will balance patient arrivals, calls, and…
Added 25 mins ago
Territory Manager - Endoscopy (Nebraska)
CVS Covidien Sales LLC
Remote, United States
High School Diploma (or equivalent) and at least 6+ years' experience or, Associate’s Degree and at least 4+ years' experience or, Bachelor’s Degree and at least 2+ years' experience in…
Added 36 mins ago
Sales Associate
United Pacific
Tacoma, WA
The Sales Associate at United Pacific works at an assigned store location and assists in the operation of the facility in a safe, customer-focused, and profitable manner. You will perform…
Added 38 mins ago
Customer Service Representative
CK Circle K Stores Inc.
United States
Added 38 mins ago
Customer Service Representative
CK Circle K Stores Inc.
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Customer Service Representative
CK Circle K Stores Inc.
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Closed listing

MS Smith Barney, LLC

Registered Client Service Associate

Purchase, NY, United States

$17 to $43.27 USD / hour

This opening has closed.

The original listing is kept below for reference.

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Job details

Pay: $17 to $43.27 USD / hour
Posting language: English
Posted: Oct 30, 2026

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Original job description

Archived listing. The details below describe a past opening.

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

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.

About employer

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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