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Product Demonstrator PT
at Acosta
Carson City, NV · Loomis, CA
The Associate is responsible for completing in-store food and non-food demonstrations. Acquires and maintains knowledge of products represented. Prepares, serves, and breaks down product,…
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IP
Vehicle Photo Associate
Integro Professional Services, LLC
Ringgold, GA
- $14 to $17 USD / hour
Provide exceptional customer service and work with your team to ensure all customer needs are met.
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Resource Management, Senior Specialist (Advisory)
CohnReznick
Denver, CO
- $78,000 to $105,000 USD / year
…population of approximately 80-120 professionals across designated service lines, practices, levels, and/or…
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Sample Management Technician - training will be provided!
SGS North America, I
Wheat Ridge, CO
- $20 to $22 USD / hour
…team of 99,250 dedicated professionals. With over 145 years of service excellence, we combine the precision and accuracy that define Swiss companies to help organizations achieve the…
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Architect, Professional Services (Microsoft Security)
Softchoice Corporati
Denver, CO
- $128,800 to $161,000 USD / year
…workplace security, this role supports all aspects of design and service delivery, and facilitates technical workshops with our valued enterprise and public sector…
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Sr. Consultant, Professional Services (Microsoft Security)
Softchoice Corporati
Denver, CO
- $116,800 to $146,000 USD / year
…security engagements. This role is responsible for leading the service delivery functions and technical teams involved with the planning, setup, configuration, and administration of…
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VW
Assembly Worker / Warehouse Associate
Volt Workforce Solut
Aurora, CO
- $20 USD / hour
ACHIEVE MORE WITH VOLT Volt is hiring for an Assembly Worker / Warehouse Associate for a leading manufacturing facility in Aurora, CO. As an Assembly Worker / Warehouse Associate, you…
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Receiving Associate
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The Woodlands, TX
The Receiving Associate plays a critical role in supporting retail operations across The Woodlands Country Club's four golf shops and one tennis shop. This position is responsible for…
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SB
Part-Time Universal Banker (20-25 hours/week)
Sunflower Bank NA
Wichita, KS
- Part-time
…supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and…
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Clinician Charge / Post-Surgical Registered Nurse / RN
Emory Healthcare
Atlanta, GA
Develops management/leadership focused in-service (e.g., time management, team building, conflict resolution, budget, leadership activities).
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Retail Sales Associate
Verizon Communicatio
Wheat Ridge, CO
As a full-time Verizon Retail Sales Associate, you'll have the opportunity to grow your career with a team focused on unlocking your full potential and sales success within one of our…
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VC
Retail Sales Associate
Verizon Communicatio
Denver, CO
- $19 USD / hour
As a full-time Verizon Retail Sales Associate, you'll have the opportunity to grow your career with a team focused on unlocking your full potential and sales success within one of our…
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TU
Mobile Associate, Store in Store - Retail Sales
T-Mobile USA, Inc.
Englewood, CO
- $19 USD / hour
…member of our team, you are committed to providing exceptional service, and to exceeding customer expectations. You will proactively attract potential customers to further drive sales…
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TU
Mobile Associate, Store in Store - Retail Sales
T-Mobile USA, Inc.
Longmont, CO
- $19 USD / hour
…member of our team, you are committed to providing exceptional service, and to exceeding customer expectations. You will proactively attract potential customers to further drive sales…
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TU
Mobile Associate, Store in Store - Retail Sales
T-Mobile USA, Inc.
Longmont, CO
- $19 USD / hour
…member of our team, you are committed to providing exceptional service, and to exceeding customer expectations. You will proactively attract potential customers to further drive sales…
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TU
Mobile Associate, Store in Store - Retail Sales
T-Mobile USA, Inc.
Longmont, CO
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…member of our team, you are committed to providing exceptional service, and to exceeding customer expectations. You will proactively attract potential customers to further drive sales…
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TU
Mobile Associate, Store in Store - Retail Sales
T-Mobile USA, Inc.
Englewood, CO
- $19 USD / hour
…member of our team, you are committed to providing exceptional service, and to exceeding customer expectations. You will proactively attract potential customers to further drive sales…
Added 1 min ago
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Part-Time Beauty Advisor - Sephora
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Client-facing retail or service industry experience
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Part Time Store Cleaning & Operations Associate
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Real Estate Valuation Manager
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Present a positive and professional appearance and demeanor to both internal and external contacts including other Bank employees, vendors, service providers, etc.
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Mobile Associate, Store in Store - Retail Sales
T-Mobile USA, Inc.
Englewood, CO
- $19 USD / hour
…member of our team, you are committed to providing exceptional service, and to exceeding customer expectations. You will proactively attract potential customers to further drive sales…
Added 1 min ago
TU
Mobile Associate, Store in Store - Retail Sales
T-Mobile USA, Inc.
Englewood, CO
- $19 USD / hour
…member of our team, you are committed to providing exceptional service, and to exceeding customer expectations. You will proactively attract potential customers to further drive sales…
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Senior Commercial Counsel
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- $150,000 to $200,000 USD / year
…processing agreements, information security agreements, business associate agreements, and vendor…
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UO
Associate Director of Financial Aid Advising
University of Colorado Denver
Aurora, CO
- $94,830 to $99,985 USD / year
Job Title: Associate Director of Financial Aid Advising
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Registered Nurse (RN) - Oasis/Transitional Care Unit
Denver Health
Denver, CO
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Ensures all duties, responsibilities and competencies are conducted in a manner that is effective and appropriate to patients/clients to who care/service is being provided.

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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