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Senior Analyst, Business (Enrollment)
Molina Talent Acquisition
United States
…and/or functional requirements related to but not limited to coverage, reimbursement, and processing functions to support systems solutions development and maintenance. Coordinates…
Added 1 min ago
LT
Cashier - Dutch Square
LIZARDS THICKET INC
Columbia, SC
- $11 to $14 USD / hour
All employees (full or part time) will have the chance to also enroll in any of our various supplemental insurance plans that include highly sought after coverage options
Added 1 min ago
LT
Busboy/Dishwasher - Dutch Square
LIZARDS THICKET INC
Columbia, SC
- $10 to $13 USD / hour
All employees (full or part time) will have the chance to also enroll in any of our various supplemental insurance plans with highly sought after coverage options
Added 1 min ago
T
Bilingual- Insurance Sales Representative- 100% Remote
TEKsystems
New York, NY
- $25 USD / hour
TEKsystems is hiring a Bilingual Insurance Sales Representative to work 100% Remote assisting a healthcare client based in New York, NY. This position is full-time and would offer daytime…
Added 1 min ago
Supervisor Engineering
Williams WPC-I, LLC.
United States
Company-paid life insurance and disability coverage
Added 1 min ago
Operations Technician II/III (Mechanic)
Williams WPC-I, LLC.
United States
Company-paid life insurance and disability coverage
Added 1 min ago
Operations Technician I, II, or III
Williams WPC-I, LLC.
United States
Company-paid life insurance and disability coverage
Added 1 min ago
Financial Systems & Automation Analyst Sr
Williams WPC-I, LLC.
United States
Company-paid life insurance and disability coverage
Added 1 min ago
GB
Commercial Portfolio Manager II
Glacier Bancorp, Inc.
Fort Collins, CO
- $89,900 to $99,900 USD / year
…providing feedback on loan structure and risk, and serves as a key partner in managing commercial banking…
Added 2 mins ago
CH
CVS in Target - Staff Pharmacist Full Time
CVS Health
Summerville, SC
- $60 to $76 USD / hour
- Full-time
…– by improving access, lowering costs, and being a trusted partner for every meaningful moment of health. Within our Retail locations, we bring this promise to life with heart every day.…
Added 2 mins ago
Polly Insurance Entrepreneur Program
Polly Insurance Agency, LLC
Remote, United States
…can offer customers a wide array of personal and commercial insurance options, and our mobile quoting technology lets you quote and sell policies anywhere. We provide the training and…
Added 3 mins ago
Director, Human Resources
Landmark Ventures
Remote, United States
This person will partner closely with the COO, executive leadership, practice leaders, and our HR/Ops team to translate that belief into action.
Added 4 mins ago
National Strategic Account Manager
PDI - Brand
Atlanta, GA
…contact through contract and conversion. The candidate will partner with major distributors to fulfill and convert the business that is won. The National Strategic Account Manager stays…
Added 4 mins ago
Engineering Product Manager
Cisco Systems, Inc.
Milpitas, CA
…eligibility rules, which include medical, dental and vision insurance, a 401(k) plan with a Cisco matching contribution, paid parental leave, short and long-term disability coverage, and…
Added 4 mins ago
Store manager - Bellingham, WA
Starbucks Coffee Company
Bellingham, WA
As a Starbucks partner, you (and your family) will have access to medical, dental, vision, basic and supplemental life insurance, and other voluntary insurance benefits. Partners have…
Added 5 mins ago
Store Trainer
Brookshire Grocery Company
Gladewater, TX
Wellness that works for you: Comprehensive medical, vision, dental, and prescription coverage.
Added 5 mins ago
Spring Market Assistant Manager
Brookshire Grocery Company
Sterlington, LA
Wellness that works for you: Comprehensive medical, vision, dental, and prescription coverage.
Added 5 mins ago
FL
Associate, Owned Media
Foot Locker
New York, NY
- $67,000 to $70,000 USD / year
Partner with CRM, lifecycle, eCommerce, brand, creative, analytics, marketing technology, mobile/app, legal/compliance, and platform/vendor teams.
Added 6 mins ago
LA
Business Development Partner (Donor Engagement and Dev Partner)
Los Angeles Regional Food Bank
Los Angeles, CA · City of Industry, CA
- $73,000 to $83,000 USD / year
POSITION: Donor Engagement and Development Partner
Added 6 mins ago
Lead Engineer - Gas Fuel & Air Systems Accessories
GE Vernova
Greenville, SC
Available benefits include medical, dental, vision, and prescription drug coverage; access to Health Coach from GE Vernova, a 24/7 nurse-based resource; and access to the Employee…
Added 6 mins ago
FACTS Value Proposition NAM Leader
GE Vernova
Boston, MA
Available benefits include medical, dental, vision, and prescription drug coverage; access to Health Coach from GE Vernova, a 24/7 nurse-based resource; and access to the Employee…
Added 7 mins ago
UG
Pharmacy Technician
UnitedHealth Group
Saginaw, MI
- $16 to $29 USD / hour
Dental, Vision, Life& AD&D Insurance along with Short-term disability and Long-Term Disability coverage
Added 7 mins ago
LH
Home Health Care Specialist - Marketer
Lorian Health
San Diego, CA
- $90,000 to $120,000 USD / year
Partner with clinical and operational leaders to support regional growth and quality commitments.
Added 8 mins ago
UG
Physical Therapist, Home Health
UnitedHealth Group
Schuylkill, PA
- $86,607 to $129,910 USD / year
Local Coverage Area: Schuylkill County; Parts of Luzerne and Carbon County
Added 8 mins ago
UG
Physical Therapist, Home Health
UnitedHealth Group
Palmerton, PA
- $91,165 to $136,747 USD / year
Local Coverage Area: Schuylkill County; Parts of Luzerne and Carbon County

MS Smith Barney, LLC

Registered Client Service Associate

NY, United States

$35,360 to $90,000 USD / year

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Job details

Pay: $35,360 to $90,000 USD / year
Posting language: English
Posted: Nov 9, 2026

Original job description

Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients.

DUTIES and RESPONSIBILITIES:

CLIENT SUPPORT

Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current
Identify and assist with Firm services and solutions that support clients’ needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile
Confirm authorization and authenticate client when processing requests
Onboard and maintain client accounts, including collecting client information and required documentation, capturing and assessing risk, processing money movement transactions and handling estate needs as examples
Input orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment options and corporate actions with clients at the direction of Financial Advisors
Prepare financial plans, client reports, and other materials for client meetings
Review and take appropriate action on client account alerts

OTHER

Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model
Support the team’s marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
Actively engage in available training and education programs – including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls
Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance
Proactively participate in firm initiatives directed by local management
Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Education and/or Experience

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
High School Diploma/Equivalency
College degree preferred

Knowledge/Skills

Strong industry, product, and branch procedures knowledge
Exceptional writing, interpersonal and client service skills
Detail oriented with superior organizational skills and ability to prioritize tasks
Strong computer skills and knowledge of Microsoft Office products
Team player with the ability to collaborate with others
Ability to work in a fast-paced, evolving environment
Goal oriented, self-motivated and results driven
Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts

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 $35,360 and $90,000 per year 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

Communication skills
Documentation
Administrative support
Organizational skills
Prioritization
Computer skills
Microsoft Office

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