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PwC Internal Partnership Tax Team - State & Local Senior Associate
PWC US
FL-Tampa, FL · NC-Raleigh, NC · NC-Charlotte, NC · IL-Chicago, IL · OH-Cincinnati, OH · OH-Cleveland, OH · SC-Columbia, SC · OH-Columbus, OH · TX-Dallas, TX · VA-Richmond, VA · MD-Baltimore, MD · NY-Rochester, NY · CA-Sacramento, CA · MA-Boston, MA · MO-St. Louis, MO · UT-Salt Lake City, UT · TX-San Antonio, TX · CA-San Diego, CA · CA-San Francisco, CA · CA-Silicon Valley, CA · WA-Seattle, WA · SC-Spartanburg, SC · NY-Albany, NY · CT-Stamford, CT · GA-Atlanta, GA · OH-Toledo, OH · TX-Austin, TX · OK-Tulsa, OK · DC-Washington, DC · CO-Denver, CO · IA-Des Moines, IA · FL-Boca Raton, FL · MI-Detroit, MI · NY-Buffalo, NY · NJ-Florham Park, NJ · TX-Fort Worth, TX · NC-Greensboro, NC · CT-Hartford, CT · TX-Houston, TX · IN-Indianapolis, IN · MI-Grand Rapids, MI · CA-Irvine, CA · FL-Jacksonville, FL · MO-Kansas City, MO · NV-Las Vegas, NV · AR-Little Rock, AR · CA-Los Angeles, CA · KY-Louisville, KY · AL-Birmingham, AL · AR-Fayetteville, AR · NY-Melville, NY · FL-Miami, FL · WI-Milwaukee, WI · MN-Minneapolis, MN · VT-Montpelier, VT · TN-Nashville, TN · LA-New Orleans, LA · NY-New York, NY · OK-Oklahoma City, OK · FL-Orlando, FL · PA-Philadelphia, PA · AZ-Phoenix, AZ · PA-Pittsburgh, PA · OR-Portland, OR
As a State & Local Senior Associate you will support internal partnership tax compliance work within our Internal Firm Services practice, focusing on tax planning, compliance, and strategy…
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Risk & Regulatory - Government Contract Consulting - Senior Associate
PWC US
NY-New York, NY · TX-Dallas, TX · IL-Chicago, IL · DC-Washington, DC · PA-Philadelphia, PA · MA-Boston, MA · NJ-Florham Park, NJ
As a Risk & Regulatory - Government Contract Consulting - Senior Associate you will help clients navigate regulatory requirements and government contract matters by providing advice on…
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Workday Finance Implementation Consultant, Senior Associate
PWC US
NY-New York, NY · FL-Tampa, FL · GA-Atlanta, GA · IL-Chicago, IL · DC-Washington, DC · TX-Dallas, TX · CA-Los Angeles, CA · MN-Minneapolis, MN · CO-Denver, CO · MA-Boston, MA · NJ-Florham Park, NJ · CA-San Diego, CA · CA-San Francisco, CA · CA-Silicon Valley, CA · PA-Philadelphia, PA · WA-Seattle, WA · TX-Houston, TX
…processes and reporting within our Advisory practice. As a Senior Associate you will analyze complex client needs, manage assigned deliverables, build meaningful client connections, and…
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Software Engineer, Experienced Associate
PwC US
IN-Indianapolis, IN
As a Software Engineer, Experienced Associate you will contribute to the design, build, modernization, and scaling of custom applications across the software development lifecycle within…
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T
Sr Associate, Field Marketing
TIAA
Charlotte, NC · Chicago, IL · Dallas, TX
- $72,000 to $95,000 USD / year
Provides tactical and custom marketing support aligned with Client Marketing support model in partnership with functional areas of marketing.
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MH
Clinical Nurse II Special Care Nursery
MedStar Health
Clinton, MD
- $39.42 to $65.17 USD / hour
…discourse in practice and may seek other resources in advocacy for support and…
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MH
Clinical Nurse II
MedStar Health
Clinton, MD
- $39.42 to $65.17 USD / hour
…discourse in practice and may seek other resources in advocacy for support and…
Added 1 min ago
Executive Office - Planning & Risk Control Associate/Assistant Vice President
Bank of China
New York, NY
The Planning and Risk Reporting Associate/AVP plays a critical role in supporting the departmental strategic planning and risk management efforts. This position is responsible for executing…
Added 2 mins ago
Associate Director, Enterprise Data Governance
QAUS FMC Corporation - Corporate
Philadelphia, PA
…transparency, and establish the trusted data foundation required to support operational excellence, analytics, automation, and AI-enabled decision…
Added 2 mins ago
BC
Associate, IR Operations
Bain Capital, LP
United States
- $70,000 to $78,000 USD / year
The IR Marketing Associate will be based in Bain Capital’s Boston Headquarters. This individual’s primary responsibilities will be to support the Investor Relations team and assist with…
Added 2 mins ago
Community Support Specialist
BBH Burrell Behavioral Health
United States
An Associate’s of Applied Science in Behavioral Health Support will also fulfill educational requirements; or
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Community Support Specialist
BBH Burrell Behavioral Health
Marshfield, MO
Associate of Applied Science in Behavioral Health Support degree from an approved institution
Added 2 mins ago
BH
Senior Cyber Security Engineer
Berkshire Hathaway Homestate Companies
Bay Area, CA
- $175,810 to $215,140 USD / year
Support and continuously improve Security Operations Center (SOC) functions, including monitoring, detection engineering, and case management.
Added 2 mins ago
BH
Senior Cyber Security Engineer
Berkshire Hathaway Homestate Companies
Sacramento, CA
- $155,390 to $189,140 USD / year
Support and continuously improve Security Operations Center (SOC) functions, including monitoring, detection engineering, and case management.
Added 2 mins ago
Operations Research Analyst - Associate
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San Antonio, TX
…account, disability, paid time off, or flexible work schedule. We support career advancement through professional training and…
Added 2 mins ago
Data AI Scientist - Associate Level
KBR Wyle Services, LLC
San Antonio, TX
…account, disability, paid time off, or flexible work schedule. We support career advancement through professional training and…
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Tax Associate
Jambrina CPA
Remote, United States
Added 2 mins ago
Tax Associate
Jambrina CPA
Remote, United States
Added 3 mins ago
C&
Customer Success Associate
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Burbank, CA
- $20 to $27 USD / hour
Support enterprise and education license holders and industry professionals with instruction on use, best practices, and production workflows
Added 3 mins ago
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Resident Care Manager
Cedarhurst of Columbia
Columbia, MO
- $52,000 USD / year
At Cedarhurst, we go beyond the standard benefits program to recognize and support our team. Along with comprehensive benefits, we offer GROW Points - a unique rewards system that…
Added 3 mins ago
FRONT END/RELIEF ASST DEPT LEADER
The Kroger Co.
Lynnwood, WA
The Kroger Family of Companies offers comprehensive benefits to support your Associate Well-Being, including Physical, Emotional, Financial and more. We'll help you thrive, with access to:
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Pharmacy Technician
The Kroger Co.
Plymouth, MI
The Kroger Family of Companies offers comprehensive benefits to support your Associate Well-Being, including Physical, Emotional, Financial and more. We'll help you thrive, with access to:
Added 3 mins ago
Online Grocery Pick-Up Clerk
The Kroger Co.
Sun City, AZ
· E-Commerce team including Online Grocery Pick- Up associate communicates any substitutions or exceptions to customer's order at time of pick-up.
Added 3 mins ago
Courtesy Clerk/Grocery Bagger
The Kroger Co.
Lynnwood, WA
· Associate will strive for at least five items in the bag while ensuring that contents or items are not damaged.
Added 3 mins ago
Online Grocery Pick-Up Clerk
The Kroger Co.
Nicholasville, KY
· E-Commerce team including Online Grocery Pick- Up associate communicates any substitutions or exceptions to customer's order at time of pick-up.

MS Smith Barney, LLC

Registered Client Service Associate

Charlotte, NC, United States

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Job details

Posting language: English
Posted: Nov 9, 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.

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.

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

•

Qualifications

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

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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