Jobs in the United States

25+ jobs

Group jobs by employerEmail me new jobs Save this search

Added just now
CC
Medical Coordinator Specialist
Compass Connections
San Antonio, TX
- $43.86 USD / hour
5. Validate systems of records for required facility documentation and reporting to meet Compass Connections, federal and state guidelines within the required timeframes.
Added just now
CC
Medical Coordinator Specialist
Compass Connections
San Antonio, TX
- $43.86 USD / hour
5. Validate systems of records for required facility documentation and reporting to meet Compass Connections, federal and state guidelines within the required timeframes.
Added just now
Crew Member
Dunkin
Chandler, AZ
Must have basic computer skills; some of the training is conducted online
Added just now
Cloud Application Developer
Puffer-Sweiven
Stafford, TX
Added just now
Quality Assurance Manager - Electrical
Flintco
Springdale, AR
Facilitates pre-installation and pre-commissioning meetings for various building systems and trade partners.
Added just now
Software Architect
INFORMATION TECHNOLOGY STRATEGIES INC
United States
…Additionally, IT-Strat has prime contracts with Defense Information Systems Agency (DISA), Defense Logistics Agency (DLA) and many others. We maintain relationships with multiple large…
Added just now
Principal Reliability and Systems Test Engineer
Familiar Machines & Magic
Woburn, MA
Location: Greater Boston Area office (Woburn/Burlington, MA), on-site 3+ days per week
Added just now
Medical Planner
HKS INC
United States
Strong knowledge of architectural building systems, building codes and accessibility guidelines
Added just now
Research Assistant I
HMRI - Houston Methodist Research Institute - The Methodist Hospital Research Institute
United States
Houston Methodist is one of the nation’s leading health systems and academic medical centers. The health system consists of eight hospitals: Houston Methodist Hospital, its flagship…
Added just now
Patient Services Representative - Orthopedics (Baytown)
HMSPG - HM Specialty Physician Group - Houston Methodist Specialty Physicians
United States
Basic computer skills in word processing applications and ability to utilize software systems such as the electronic medical record
Added just now
Epic Applications Manager
Indianapolis, IN
…configuration and modification of moderately complex information systems. Ensure the creation and documentation of business requirements, workflows, and application configurations. Support…
Added just now
W
Pharmacy Customer Service Associate
Walgreens
MADISON, WI
- $16 to $20 USD / hour
…in the practice of pharmacy. Responsible for using pharmacy systems to obtain patient and drug information and process…
Added just now
W
Photo Specialist
Walgreens
GREEN BAY, WI
- $15 to $19 USD / hour
Maintains photo equipment and utilizes store systems and technology to support daily operations, troubleshoot issues, and deliver quality results.
Added just now
W
Customer Service Associate
Walgreens
GREEN BAY, WI
- $15 to $19 USD / hour
Has working knowledge of store systems and store equipment.
Added just now
W
Pharmacy Technician / Pharm Tech Apprenticeship
Walgreens
GREEN BAY, WI
- $17 to $23.25 USD / hour
Responsible for using pharmacy systems to obtain patient and drug information and process prescriptions. If PTCB certified, assists with and coaches pharmacy technicians in the operation of…
Added just now
W
Shift Lead
Walgreens
SUN PRAIRIE, WI
- $17.5 to $22.5 USD / hour
Opens and closes the store in the absence of store management, including all required systems start-ups, required cash handling, and ensuring the floor and stock room are ready for the…
Added just now
W
Shift Lead
Walgreens
GREENFIELD, WI
- $17.5 to $22.5 USD / hour
Opens and closes the store in the absence of store management, including all required systems start-ups, required cash handling, and ensuring the floor and stock room are ready for the…
Added just now
W
Shift Lead
Walgreens
NEENAH, WI
- $17.5 to $22.5 USD / hour
Opens and closes the store in the absence of store management, including all required systems start-ups, required cash handling, and ensuring the floor and stock room are ready for the…
Added just now
W
Pharmacy Technician / Pharm Tech Apprenticeship
Walgreens
LITTLE CHUTE, WI
- $17 to $23.25 USD / hour
Responsible for using pharmacy systems to obtain patient and drug information and process prescriptions. If PTCB certified, assists with and coaches pharmacy technicians in the operation of…
Added just now
W
Customer Service Associate
Walgreens
WOODRUFF, WI
- $15 to $19 USD / hour
Has working knowledge of store systems and store equipment.
Added just now
W
Pharmacy Customer Service Associate
Walgreens
GREEN BAY, WI
- $16 to $20 USD / hour
…in the practice of pharmacy. Responsible for using pharmacy systems to obtain patient and drug information and process…
Added just now
W
Pharmacy Customer Service Associate
Walgreens
OSHKOSH, WI
- $16 to $20 USD / hour
…in the practice of pharmacy. Responsible for using pharmacy systems to obtain patient and drug information and process…
Added 1 min ago
Budget and Fiscal Manager
University of Georgia Staff
GA
Added 1 min ago
Sr Compliance Operations Manager
Wealth Enhancement Group, LLC
Remote, United States
Added 1 min ago
Exempt to Permanent - 0931 - MANAGER III (E10196)
City and County of San Francisco
San Francisco, CA
…division or department in meetings involving administrative systems, policies or procedures; and perform related duties as…

MS Smith Barney, LLC

Wealth Management Associate

Wayzata, MN, United States

$75,000 to $125,000 USD / year

Apply on ms.wd5.myworkdayjobs.com About employer

Applications open in a new tab.

Job details

Pay: $75,000 to $125,000 USD / year
Experience: 5+ years of work experience in a field relevant to the position required
Posting language: English
Posted: Nov 12, 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 Service:

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 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

Job Description

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.

Salary range for the position: $75,000 - $125,000 / Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit benefits.morganstanley.com to learn more about our benefit offerings.

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.

Apply on ms.wd5.myworkdayjobs.com About employer

Report this job

Work requirements

Jobs in the United States