Jobs in the United States

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Added 5 mins ago
Registered Branch Associate - Bedford, NH
Edward Jones
United States
Our Registered Branch Associates are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to…
Added 5 mins ago
Surgeon's Veterinary Assistant - Hagyard Equine Medical Institute
PetVet Care Centers
Lexington, KY
We deliver the Ultimate Care Experience - every pet, every client, every time. That starts with a Culture of Care that supports our team members as much as the pets and clients we serve.
Added 5 mins ago
PC
Equine Surgery Veterinary Assistant - Hagyard Equine Medical Institute
PetVet Care Centers
Lexington, KY
- $18 to $20 USD / hour
We deliver the Ultimate Care Experience - every pet, every client, every time. That starts with a Culture of Care that supports our team members as much as the pets and clients we serve.
Added 9 mins ago
ASSOCIATE SOFTWARE DEVELOPER
Etactics Inc
Hudson, OH
Records all software related tasks associated with a project or client service related matter;
Added 10 mins ago
IT Help Desk Support Specialist I
YHB Brand
Winchester, VA
Contribute to IT projects and initiatives as assigned, including system upgrades and software rollouts.
Added 11 mins ago
Network & Wireless Infrastructure Engineer
Christie
Orlando, FL
…troubleshooting, site assessments, and other infrastructure…
Added 11 mins ago
HR Coordinator
Advatix, Inc.
Trenton, NJ
HRforGrowth® is engaged as the exclusive talent acquisition partner to conduct this search on behalf of a client organization that is hiring for this role. HRforGrowth is not the employer…
Added 12 mins ago
Sr. Associate Accountant
Global Payment Holding Company
ALPHARETTA, GA
Make your mark at one of the biggest names in payments. We are seeking a candidate a Sr Associate Accountant who would be an integral part of the accounting team and is responsible for…
Added 14 mins ago
LC
PT Sales Associate
LOVESAC COMPANY
Greenwood, IN
- $15 to $16.65 USD / hour
As a Lovesac Sales Associate, you are energized by connecting with customers, delivering remark able results, and helping people design products that fit their lifestyle and space. You’re…
Added 19 mins ago
Administrative Assistant
BAL
Richardson, TX
…preparation of documents, meeting deadlines, and delivering superior client service to both internal and external…
Added 21 mins ago
S
Retail Scan Associate (Denver, CO 80219)
Scanscape
Denver, CO
- $21 USD / hour
Get a glimpse into the day in the life of a Retail Scan Associate. This short video demonstrates your daily tasks and job at hand.
Added 22 mins ago
Senior Project Manager - Retail/Industrial Commercial Real Estate
Lincoln Property Company
Los Angeles, CA
The Senior Project Manager manages individual, multi-disciplined projects, providing professional project planning support and management for assigned projects; manages daily responsibility…
Added 22 mins ago
VH
Admissions RN, Hospice Home Care, Brooklyn (Part-Time)
VNS Health
Brooklyn, NY
- Part-time
Opportunities to contribute to clinical research and other organizational projects
Added 24 mins ago
J
Associate Mechanical Engineer
Jobot
Denver, CO
- $115,000 to $165,000 USD / year
&bullet; Build long term client relationships and coordinate staffing across your projects
Added 25 mins ago
C
Retail Scan Associate (Fountain Valley, CA 92708)
Circana
Detroit, MI · Detroit
- $19 USD / hour
Get a glimpse into the day in the life of a Retail Scan Associate. This short video demonstrates your daily tasks and job at hand.
Added 25 mins ago
C
Retail Scan Associate (Denver, CO 80219)
Circana
Denver, CO · Denver
- $21 USD / hour
Get a glimpse into the day in the life of a Retail Scan Associate. This short video demonstrates your daily tasks and job at hand.
Added 25 mins ago
Associate Director, Security IT Administration
Digital Asset
NY
The Associate Director, Security IT Administration is responsible for the day-to-day operation, effectiveness, and continuous improvement of Digital Asset's corporate IT services and…
Added 30 mins ago
EA
Associate Interior Design Consultant
Ethan Allen Global, Inc.
Palm Beach Gardens, FL
- $18 to $22 USD / hour
The Associate Design Consultant role is intended to be an entry level role that should transition to a Design Consultant role within 6 months of hire (“training period”).
Added 30 mins ago
Pre-Construction Estimator
US AMR-Jones Lang LaSalle Americas, Inc.
El Segundo, CA
…large‑scale industrial, manufacturing, and process‑driven facility projects. This role develops accurate and defensible cost estimates, evaluates complex technical scopes, collaborates with…
Added 30 mins ago
Associate Project Manager, Construction
US AMR-Jones Lang LaSalle Americas, Inc.
Columbus, OH
As an Associate Project Manager at JLL, you will hold a critical position within our Regional Construction Project Team, directly supporting the delivery of challenging Corporate Interiors…
Added 31 mins ago
Care Team Supervisor
Chartwell Community Services, Inc.
Abilene, TX · Lubbock, TX · Plainview, TX · Amarillo, TX
Maintain accurate client service records, plans of care, caregiver schedules, and required documentation
Added 32 mins ago
Regional VDC Manager
Loenbro
Cedar Rapids, IA
…Construction (VDC) program for all major commercial and industrial projects. This role focuses on increasing the company's effectiveness and efficiency through strategic implementation of…
Added 33 mins ago
AA
Operational QA Administrator
AHS AHS Staffing LLC
Frisco, TX
- From $22.5 USD / hour
The Operational QA Administrator helps make sure every clinician is paid correctly and every client is billed accurately. Sitting within our Payroll function, this role reviews assignment,…
Added 34 mins ago
A
Substation Designer
Actalent
Dallas, TX
- $45 to $55 USD / hour
…planning, design, and delivery of electric utility substation projects for a nationally recognized engineering and infrastructure consulting organization. The ideal candidate will have…
Added 34 mins ago
A
Substation Designer
Actalent
Ann Arbor, MI
- $45 to $55 USD / hour
…planning, design, and delivery of electric utility substation projects for a nationally recognized engineering and infrastructure consulting organization. The ideal candidate will have…

MS Smith Barney, LLC

Registered Client Service Associate

West Conshohocken, PA, United States

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Job details

Posting language: English
Posted: Nov 3, 2026

Original job description

POSITION SUMMARY

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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