Jobs in the United States

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Associate Dentist
Aspen Dental
Ashwaubenon, WI
- $180,000 to $215,000 USD / year
…Service Organization (DSO). Our best-in-class learning and development training program, competitive compensation, and flexible scheduling will help you thrive in your dental career. Let us…
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Associate Dentist
Aspen Dental
Brentwood, MO
- $200,000 to $230,000 USD / year
…Service Organization (DSO). Our best-in-class learning and development training program, competitive compensation, and flexible scheduling will help you thrive in your dental career. Let us…
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FAP Account Manager
AFS Logistics
Melville, NY · Greenville, SC
Assist in the identification and recognition of new business development opportunities.
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Operations Supervisor
COFREIGHT INC
El Paso, TX
- $60,000 to $65,000 USD / year
High School Diploma or GED required; Associate's or Bachelor's degree preferred.
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RN Clinical Nurse (Ambulatory)
ThedaCare, Inc.
United States
…members are supported by continued opportunities for learning and development, accessible and transparent leadership, and a commitment to work/life balance. If you’re interested in joining…
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DWU - FSP(XPC) - Controls Engineering Operations Engineering Support Specialist - 3rd Shift
Cummins Talent Acquisition
Columbus, IN
Leads training and personal development in the team; identifies the training needs and conducts training.
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DWU - FSP(XPC) - Controls Engineering Operations Engineering Support Specialist - 2nd Shift
Cummins Talent Acquisition
Columbus, IN
Leads training and personal development in the team; identifies the training needs and conducts training.
Added just now
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IT Support - Petersburg, VA - Onsite
Arthur Grand Technologies Inc
Richmond, VA
- $80 to $85 USD / hour
…technologies including Cloud Solutions (AWS, Azure), Agile Development, Custom Programming, Full Stack Development, DevOps, DevSecOps, CI/CD, Web Development, Mobile APP Development, Data…
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Sales Associate
Chico's FAS, Inc. paying for Chico's Retail Operations, Inc.
Store 3543-The Crossings Premium Outlet-WHBM-Tannersville, PA
As a Sales Associate, you'll be the welcoming face of a customer-centered environment that reflects our culture of hospitality. You'll be part of a team fostering genuine customer…
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Sales Lead, Mayfair Mall
Chico's FAS, Inc. paying for Chico's Retail Operations, Inc.
Store 3280-Mayfair Mall-WHBM-Wauwatosa, WI
Support associate development, provide coaching feedback, and assist with scheduling, when needed.
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Sales Associate, Settler's Green
Premium Brands Opco LLC
Store 2274-Settlers Green Outlets-ANN-North Conway, NH
As a Sales Associate, you are the ultimate brand ambassador. You create authentic connections with customers and guide their shopping journey by offering personalized styling…
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Sales Lead, Settler's Green
Premium Brands Opco LLC
Store 2274-Settlers Green Outlets-ANN-North Conway, NH
…have a direct impact on both the customer experience and the associate experience. You'll collaborate with the Store Manager to become an expert on store functions, so you are ready to step…
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Sales Lead
Premium Brands Opco LLC
Store 1241-Dolphin Mall-ANN-Miami, FL
…have a direct impact on both the customer experience and the associate experience. You'll collaborate with the Store Manager to become an expert on store functions, so you are ready to step…
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Branch Operations Manager Port City
B10 Wells Fargo Bank, N. A.
HOUSTON, TX
Wells Fargo is seeking a Branch Operations Associate Manager (LO) for our National Branch Network as part of the Consumer Banking and Lending division. Learn more about the career areas and…
Added 1 min ago
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Customer Service Associate - Maplewood, MN - (Part-Time)
Maplewood, MN
- $14.55 to $20.01 USD / hour
- Part-time
A day in the life: In a typical day, a Customer Service Associate can expect to...
Added 1 min ago
Campaign Delivery & Readiness Professional
Humana Pharmacy Solutions, Inc.
Remote, United States
The Senior Channel Development Professional defines the sales product strategy for single or multiple lines of business targeting specific markets and/or business segments. The Senior…
Added 1 min ago
Sr Business Systems Analysis Professional
Humana MarketPOINT, Inc.
Remote, United States
Write user stories for Agile development and partner with IT and business stakeholders
Added 1 min ago
Senior Business Intelligence Engineer
Humana Inc.
Remote, United States
You have experience with front-end UI development with TypeScript (Angular or React) or Python (Streamlit, Dash, etc.)
Added 1 min ago
RN Care Manager
Humana Insurance Company
Racine, WI · Kenosha, WI · Waukesha, WI · Sheboygan, WI
Assists with program, policy, and procedure development and assists with input for the QI/QA program.
Added 1 min ago
TV
Human Resources Associate, Benefits Analyst (Hybrid Eligible)
Tiburcio Vasquez Health Center
Hayward, CA
- $75,000 to $85,000 USD / year
The Human Resources Associate, Benefits Analyst is responsible for overseeing and supporting the organization’s comprehensive employee benefits programs, ensuring effective program…
Added 1 min ago
Retail Sales Associate
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Plymouth, MI
Added 2 mins ago
Teacher Assistant - Pre-K Classroom- Hand in Hand Early Learning Program
UNITED ABILITY, INC.
Birmingham, AL
Child Development Associate (CDA) or an equivalent 9 hours of approved coursework in child development is required
Added 2 mins ago
Education & Training Coordinator
ASCENDING
Glen Allen, VA
High school diploma or equivalent required; Associate's degree or equivalent relevant work experience preferred.
Added 2 mins ago
Senior Business Intelligence Engineer
Humana Inc.
Remote, United States
You have experience with front-end UI development with TypeScript (Angular or React) or Python (Streamlit, Dash, etc.)
Added 2 mins ago
RN Care Manager
Humana Insurance Company
Racine, WI · Kenosha, WI · Sheboygan, WI · Waukesha, WI
Assists with program, policy, and procedure development and assists with input for the QI/QA program.

MS Smith Barney, LLC

Registered Client Service Associate

Jacksonville, FL, United States

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Job details

Posting language: English
Posted: Nov 13, 2026

Original job description

POSITION SUMMARY

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

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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Jobs in the United States