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Sr. Associate, Field Marketing
Grant Thornton
NY · Edison, NJ · Melville, NY · Hartford, CT · Boston, MA
As a Field Marketing Senior Associate, you play a hands‑on role in planning and executing high‑quality field activations that support the firm’s go‑to‑market priorities. Working closely…
Added 1 min ago
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Sales Associate, Apartments.com - Minneapolis,, MN
CoStar
Minneapolis
- $60,000 to $70,000 USD / year
As an Apartments.com Sales Associate, you will be part of a dynamic team that operates as a strategic digital marketing partner to the Multifamily industry. Through engaging sales…
Added 3 mins ago
Customer Service Associate
Dext Capital
Lake Oswego, OR
…seeking a motivated individual to join our team as a Customer Service Associate. This role presents a unique opportunity to gain a comprehensive understanding of all facets of our company.…
Added 4 mins ago
ASSISTANT COMMUNITY ASSOCIATION MANAGER
The Management Trust - Branding
Scottsdale, AZ
…or more Community Managers to discharge duties in support of client…
Added 4 mins ago
ER
Patient Access Associate Specialist
Ensemble RCM LLC
Southaven, MS
- $17 to $18.15 USD / hour
…utilizing a overlay tool while providing excellent customer service as measured by Press…
Added 4 mins ago
ER
Patient Access Associate Specialist
Ensemble RCM LLC
Norwalk, CT
- $17 to $18.65 USD / hour
…utilizing a overlay tool while providing excellent customer service as measured by Press…
Added 5 mins ago
ER
Patient Access Associate Specialist
Ensemble RCM LLC
Olive Branch, MS
- $17 to $18.15 USD / hour
…utilizing a overlay tool while providing excellent customer service as measured by Press…
Added 7 mins ago
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Quote Specialist
Alfa Laval Inc (US)
Greenspoint, TX · Greenwood, IN · Richmond, VA · Warminster, PA
- $26 to $30 USD / hour
As an integral member of our team, you will play a pivotal role in supporting our service business by preparing accurate cost quotations for service and parts orders. You will gather and…
Added 7 mins ago
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Medical Clinic Operations Manager
Concentra
San Diego, CA
- $77,448.58 to $102,231.28 USD / year
Spends 80% of their time performing patient facilitation, ensuring every patient and client is provided with exceptional experience, leads by example, and holds staff accountable to service…
Added 8 mins ago
ZP
Senior Associate (Industrial Practice)
ZRG Partners
Remote, United States
- $85,000 to $105,000 USD / year
When potential candidates are identified through multiple rounds of research, the Senior Associate conducts outreach and initial phone interviews, helping the team gather more market intel…
Added 10 mins ago
Patient Services Supervisor - Easton, MD
Compass Group
Easton, MD
Communication skills both written and verbal and ability to communicate with management, client, customer and associate levels.
Added 10 mins ago
Leasing Specialist
DF1 Invitation Homes Realty California Inc
Roseville, CA
· Build and maintain strong customer relationships with prospective, current, and former residents through exceptional service.
Added 12 mins ago
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Field Service Engineer - Cincinnati, OH
Danaher
Cincinnati, OH
- $34 to $38 USD / hour
The Field Service Engineer is responsible for supporting the needs of our client, which directly impacts patient health and overall well-being.
Added 13 mins ago
Engineer Manufacturing 1
Actalent
Palmdale, CA
…services and a ClearlyRated Best of Staffing® winner for both client and talent…
Added 13 mins ago
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Test Technician
Actalent
Wheeling, IL
- $30 to $35 USD / hour
…services and a ClearlyRated Best of Staffing® winner for both client and talent…
Added 13 mins ago
Design Engineer
Actalent
Bettendorf, IA
…services and a ClearlyRated Best of Staffing® winner for both client and talent…
Added 14 mins ago
SAP Technical Architect
CACI, INC.-FEDERAL
Remote, United States
· Coordinate with client teams, SAP, implementation partners, and hosting providers to establish service boundaries and mitigate operational and transformation risks.
Added 15 mins ago
Sr Mgr Print Operations
Staples Canada
Remote, United States
Partner with Sales, Finance, Sourcing, Project Management, Operations, Inventory Management, Product Development, and Compliance teams to develop scalable client solutions.
Added 15 mins ago
Sales Floor Dept Supervisor - Appliances-Cabinets-Millwork
Lowes
Ruston, LA
…identify approaches and behaviors that best meet sales and service objectives, then communicates those best practices to the team in a way that inspires engaging, customer-focused behavior…
Added 15 mins ago
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Sales Floor Dept Supervisor - Flooring-Decor
Lowes
Silverthorne, CO
- $29.8 to $33.35 USD / hour
…identify approaches and behaviors that best meet sales and service objectives, then communicates those best practices to the team in a way that inspires engaging, customer-focused behavior…
Added 15 mins ago
Staff Accountant
VAUSA
Remote, United States
…foundation who enjoys solving problems, working across multiple client accounts, and delivering accurate, timely financial…
Added 15 mins ago
Associate Manager
Sugartown Worldwide LLC
Boca Raton, FL
The Associate Manager is responsible for assisting with the daily operation of the Lilly Pulitzer retail store. This includes sales, client experience, scheduling, and safeguarding the…
Added 16 mins ago
Client Experience Associate
PNC
Barnegat, NJ
…an opportunity to contribute to the company’s success. As a Client Experience Associate within PNC's Central New Jersey organization, you will be based in the Barnegat…
Added 16 mins ago
Sales Floor Dept Supervisor - Appliances-Cabinets-Millwork
Lowes
Rio Rancho, NM
…identify approaches and behaviors that best meet sales and service objectives, then communicates those best practices to the team in a way that inspires engaging, customer-focused behavior…
Added 16 mins ago
Sales Floor Dept Supervisor - Appliances-Cabinets-Millwork
Lowes
Metairie, LA
…identify approaches and behaviors that best meet sales and service objectives, then communicates those best practices to the team in a way that inspires engaging, customer-focused behavior…

MS Smith Barney, LLC

Wealth Management Associate

Fort Lauderdale, FL, United States

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Job details

Experience: 5+ years of work experience in a field relevant to the position required
Posting language: English
Posted: Nov 9, 2026

Original job description

POSITION SUMMARY:

Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service team, 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 their focus will be on delivering an exceptional client experience. In supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools and financial planning

DUTIES and RESPONSIBILITIES:

Client Support:

As a senior member of the service team, provide coverage for an FA/PWA/team including:
Cultivating relationships with business partners and colleagues internally and externally
Supporting the FA/PWA/team in enhancing new and existing client relationships by providing an exceptional client experience
Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings as well as tracking follow-ups
Ensuring all client service functions are performed in a timely manner, assigning work to team members on a daily basis if/as needed
Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning clients accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity
Remaining current on all policies, procedures and new platforms and sharing reminders and best practices with other service team members

Business Development & Operational Support:

Assisting the FA/PWA/team in organizing around and executing against their business plan, partnering closely with other market stakeholders such as Practice Strategy Consultants and Branch Management
At the direction of FA/PWA/team, executing against all administrative elements of digital and in-person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity
At the request of the client and/or FA/PWA/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients
At the request of the client and/or FA/PWA/team, assisting with research using firm-approved systems
At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens
Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Education and/or Experience

5+ years of work experience in a field relevant to the position required
Four-year college degree or professional certification preferred
Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
Additional product licenses may be required

Knowledge/Skills

Strong leadership skills
Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
Technically proficient and quick learner of new and updated platforms
Detail oriented with superior organizational skills and ability to prioritize
Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications
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 multi-task
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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