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Management VEA Training Program (Tempe, AZ and Alpharetta, GA)","58 South River Drive","Business Overview: Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Position Overview: The Wealth Management VEA Training Program is designed to give you firsthand experience working with the top financial advisors (FAs) in the industry at a leading global financial institution. You may rotate through several key areas of business development such as digital marketing\u002Fcommunication, and financial planning. The goal of the program is to give you a strong foundation in the systems\u002Ftools, business areas, and skills that are necessary for an enduring and promising career at the Firm either in the corporate home office, supporting FAs, or as an FA! The length of the program enables you to earn your licenses, gain additional professional designations, network, and capture valuable experience working with different FAs to understand how they run their practice. The insight you will gain is unique and if successful, will propel you into a fruitful career at Morgan Stanley. The Experience You Could Gain: The Morgan Stanley Wealth Management VEA Training Program consists of rigorous licensing followed by training and assessments designed to ensure you are fully prepared to be successful in the program. Experiences you may have: Set up and execute digital marketing strategies for FAs across multiple social media platforms and their website Curate marketing campaigns targeting segments of an FAs business to drive engagement Identify opportunities analyzing client relationships and providing tactical recommendations to help FAs better support their clients Leverage the Firm’s proprietary financial planning resources while partnering with experienced FAs to support their clients and the adoption of Goals Based Wealth Management strategies Work with clients and gather information to build, analyze, and present plans in a thoughtful and effective manner Generate and present reports to FAs highlighting areas of opportunity and improvement in your strategy to grow their business Regularly participate in meetings with management to share best practices and areas of opportunity Benefits You Could Take Advantage Of: Competitive base salary, and a wide range of benefits including paid time off, savings programs, health care, insurance plans, student loan refinancing, fitness subsidy, and more Access to 401(k) offering with competitive Firm matching as well as access to the Morgan Stanley Employee Stock Purchase Program Obtain Series 7, 63, and 65 licenses in addition to the Financial Planning Specialist (FPS) designation. Support for additional professional designations consists of, but are not limited to, the CFP and the CFA Develop a robust understanding of the financial services industry through the lens of 1 of the world’s leading financial institutions Access an immersive learning experience that incorporates financial product education, platform navigation along with professional development The Skills\u002FExperience\u002FQualifications You’ll Need: We seek motivated candidates from diverse academic backgrounds with a heightened interest in financial services. Successful analysts have a unique blend of strong interpersonal communication skills, a solid professional presence, and numerical aptitude. Specific qualifications include: A bachelor’s degree with a proven track record of academic success. Prior professional experience would be an asset but not required Securities Industry Essentials (SIE) exam completed prior to interviewing for the program in addition to Firm sponsorship of the Series 7 and 63 exams within a specific timeframe Strong written and verbal communication, client, and interpersonal skills Ability to learn quickly and adopt new technologies Extraordinarily high level of motivation and commitment to working hard and staying organized in a competitive, fast-paced environment Ability to balance multiple priorities under pressure and time constraints Authorization to work in the U.S. without durational restrictions Successful completion of background check and pre-employment assessments WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership\u002Funion status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M\u002FF\u002FDisability\u002FVet). At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":538,"slug":539,"title":540,"location":10,"raw_job_location_address_addressLocality":541,"raw_hiringOrganization_logo_url":10,"raw_description":542},60296,"financial-services-representative-alpharetta-ga-handshake-711-ms-smith-barney-llc","Financial Services Representative (Alpharetta, GA) - Handshake","Alpharetta GA 3","Are you interested in financial services? Have you always wanted to learn the inner workings of the stock market? Do you get excited about solving problems and having customers compliment your work? Are you goal-driven and competitive? If you answered yes to these questions, you’re the person we want on our Financial Services team! As an unlicensed Financial Services Representative, you would use your amazing customer service skills and knack for problem-solving to engage our clients via incoming calls and answer various questions related to their stock portfolios. To get you started in your career with us, Morgan Stanley will pay for your training to obtain your Series 7 & 63 Licenses. In This Role You Will: Provide excellent customer service by identifying customer needs and determining the best solution for them. Educate customers on Morgan Stanley ’s competitive advantage and identify additional products they would benefit from. Show us your determination to drive sales by engaging customers and identifying new opportunities. Follow processes and manage your time efficiently throughout the day. Continually learn about investments and the financial markets to address the individual client's investment needs . Help the company identify opportunities to keep our clients and do your part to minimize risk, when necessary. Be required to maintain a high level of personal integrity and comply with Morgan Stanley ’s Code of Conduct . You’ll have to sign a statement agreeing to this; it’s important. Connect with other groups to gather info to resolve customer issues (you will never be on your own, we’re a family). Be involved in other projects and tasks (because there may be other things you can help with). A Typical Workday as a Financial Services Representative includes: Fielding inbound customer inquiries to assist customers with account related requests such as money movement, account updates, and trade requests. Following up with customers regarding outstanding account related items. Participating in continuing education and development. Benefits of being a Morgan Stanley Financial Services Representative: Develop a robust understanding of the financial services industry and gain insight into one of the world’s leading financial institutions. Invest in your career with a top tier learning and career development experience combining comprehensive financial product modules and learning courses, as well as on the job learning . Obtain the Series 7 & 63 licenses that will be paid for by Morgan Stanley. Enjoy a hybrid work environment that enables employees to thrive. Competitive base salary and a wide range of additional benefits including: Paid time off Savings programs Health care (medical, dental, vision) Insurance plans Tuition and licensing reimbursement along with student loan refinancing Fitness subsidy 401(k) with competitive firm matching, as well as access to the Morgan Stanley Employee Stock Purchase Program Family building benefit to assist employees with the cost of adoption, surrogacy, and fertility treatments Generous parental leave Commitment to Diversity and Inclusion Employees are encouraged to give back to your community What You Bring to the Table: A bachelor’s degree in Finance , Business Management or Administration, or have an equivalent combination of education, training and experience (1 year of work experience can substitute 1 year of education) You’ve spent at least 2 years working in a customer-facing role MUST be flexible to work a hybrid schedule (3 days a week in office) Even better if you: Have at least 2 years’ experience working in a call center environment or within a financial institution You can articulate your experience working on a team and in a highly collaborative environment You have previously been in a role where you had to meet sales goals either through full time work or college internships You’re considered a people-person and have extraordinary interpersonal skills, a strong team orientation and resiliency WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership\u002Funion status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M\u002FF\u002FDisability\u002FVet). At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":544,"slug":545,"title":125,"location":10,"raw_job_location_address_addressLocality":546,"raw_hiringOrganization_logo_url":10,"raw_description":547},60297,"intern-711-ms-smith-barney-llc","SB33563","DUTIES & RESPONSIBILITIES: Gain industry and organizational knowledge through daily business interactions and job assignments. Develop business, financial and analytical skills needed for career in global wealth management and financial services. Provide marketing and sales support to branches and their teams. Perform market research. Gain exposure to wealth management business, products, services and clients’ financial needs. EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Requirements High school diploma required. In pursuit of college degree preferable. At least 18 years of age. Internships are intended to be positions that are for limited duration, with a maximum duration ten months. Strong desire to gain further understanding of the global wealth management business. Effective communication and interpersonal skills (both written and verbal) Ability to work on a team. Strong analytical skills and ability to interpret. 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":549,"slug":550,"title":551,"location":10,"raw_job_location_address_addressLocality":552,"raw_hiringOrganization_logo_url":10,"raw_description":553},60298,"wealth-management-vea-program-alpharetta-ga-711-ms-smith-barney-llc","Wealth Management VEA Program - Alpharetta, GA","Alpharetta GA 1 Edison","Wealth Management VEA Program Business Overview: Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Position Overview: The Wealth Management VEA Program is designed to give you firsthand experience working with the top Financial Advisors (FAs) in the industry at a leading global financial institution. You may progress through several key areas of business development such as digital marketing\u002Fcommunication, and financial planning. The goal of the program is to give you a strong foundation in the systems\u002Ftools, business areas, and skills that are necessary for an enduring and promising career at the Firm. The length of the program enables you to earn your licenses, gain additional professional designations, network, and capture valuable experience working with different FAs to understand how they run their practice. The insight you will gain is unique and if successful, will propel you into a fruitful career at Morgan Stanley. The Experience You Could Gain: The Morgan Stanley Wealth Management VEA Program consists of rigorous licensing followed by training and assessments designed to ensure you are fully prepared to be successful in the program. Experiences you may have: Set up and execute digital marketing strategies for FAs across multiple social media platforms and their website Curate marketing campaigns targeting segments of an FAs business to drive engagement Identify opportunities analyzing client relationships and providing tactical recommendations to help FAs better support their clients Leverage the Firm’s proprietary financial planning resources while partnering with experienced FAs to support their clients and the adoption of Goals Based Wealth Management strategies Work with clients and gather information to build, analyze, and present plans in a thoughtful and effective manner Generate and present reports to FAs highlighting areas of opportunity and improvement in your strategy to grow their business Regularly participate in meetings with management to share best practices and areas of opportunity Benefits You Could Take Advantage Of: Competitive base salary, and a wide range of benefits including paid time off, savings programs, health care, insurance plans, student loan refinancing, fitness subsidy, and more Access to 401(k) offering with competitive Firm matching as well as access to the Morgan Stanley Employee Stock Purchase Program Obtain Series 7, 63, and 65 licenses in addition to the Financial Planning Specialist (FPS) designation. Support for additional professional designations consists of, but are not limited to, the CFP® Develop a robust understanding of the financial services industry through the lens of 1 of the world’s leading financial institutions Access an immersive learning experience that incorporates financial product education, platform navigation along with professional development The Skills\u002FExperience\u002FQualifications You’ll Need: We seek motivated candidates from diverse academic backgrounds with a heightened interest in financial services. Successful analysts have a unique blend of strong interpersonal communication skills, a solid professional presence, and numerical aptitude. Specific qualifications include: A bachelor’s degree with a proven track record of academic success. Prior professional experience would be an asset but not required Securities Industry Essentials (SIE) exam completed prior to interviewing for the program in addition to Firm sponsorship of the Series 7 and 63 exams within a specific timeframe Strong written and verbal communication, client, and interpersonal skills Ability to learn quickly and adopt new technologies Extraordinarily high level of motivation and commitment to working hard and staying organized in a competitive, fast-paced environment Ability to balance multiple priorities under pressure and time constraints Authorization to work in the U.S. without durational restrictions Successful completion of background check and pre-employment assessments WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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. Salary range for the position: $65,000 – 85,000 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\u002FLong Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership\u002Funion status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M\u002FF\u002FDisability\u002FVet). WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership\u002Funion status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M\u002FF\u002FDisability\u002FVet). At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":555,"slug":556,"title":557,"location":10,"raw_job_location_address_addressLocality":546,"raw_hiringOrganization_logo_url":10,"raw_description":558},60299,"receptionist-711-ms-smith-barney-llc","Receptionist","POSITION SUMMARY: Receptionists are the first point of contact for clients and others visiting the branch or calling into the branch. The Receptionist must be able to answer general questions and direct clients to the appropriate party when needed. In this role, you will also have the opportunity to expand your knowledge of the firm’s Wealth Management business as you build your career in the organization. DUTIES and RESPONSIBILITIES: Greet clients and visitors to the office with warmth and professionalism, guiding them to the proper personnel Answer incoming calls in cordial, professional and timely manner, transferring calls to appropriate individuals Maintain call logs and take accurate, thorough messages that are received Handle general inquiries, following the firm’s policies and procedures Perform other responsibilities as directed by the Complex \u002F Branch Manager such as filing, restocking and ordering branch supplies, maintaining office pantry, facilities support, scheduling branch meetings, etc. Provide coverage\u002Fsupport for various operations functions if\u002Fas needed such as mail services and document and deposit scanning MINIMUM QUALIFICATIONS EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience High School Diploma\u002FEquivalency Knowledge\u002FSkills Professional call etiquette Knowledge of telephone equipment is preferred Basic computer skills, including Microsoft Office products Ability to communicate with colleagues and clients Dedication to customer service Ability to work in a fast-paced, evolving environment Willingness to obtain Series 7 (GS) and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Reports to: Service Manager 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":560,"slug":561,"title":562,"location":10,"raw_job_location_address_addressLocality":541,"raw_hiringOrganization_logo_url":10,"raw_description":563},60300,"financial-services-representative-year-up-amp-returning-interns-711-ms-smith-barney-llc","Financial Services Representative (Year-Up & Returning Interns)","Are you interested in financial services? Have you always wanted to learn the inner workings of the stock market? Do you get excited about solving problems and having customers compliment your work? Are you goal-driven and competitive? If you answered yes to these questions, you’re the person we want on our Financial Services team! As an unlicensed Financial Services Representative, you would use your amazing customer service skills and knack for problem-solving to engage our clients via incoming calls and answer various questions related to their stock portfolios. To get you started in your career with us, Morgan Stanley will pay for your training to obtain your Series 7 & 63 Licenses. In This Role You Will: Provide excellent customer service by identifying customer needs and determining the best solution for them. Educate customers on Morgan Stanley ’s competitive advantage and identify additional products they would benefit from. Show us your determination to drive sales by engaging customers and identifying new opportunities. Follow processes and manage your time efficiently throughout the day. Continually learn about investments and the financial markets to address the individual client's investment needs . Help the company identify opportunities to keep our clients and do your part to minimize risk, when necessary. Be required to maintain a high level of personal integrity and comply with Morgan Stanley ’s Code of Conduct . You’ll have to sign a statement agreeing to this; it’s important. Connect with other groups to gather info to resolve customer issues (you will never be on your own, we’re a family). Be involved in other projects and tasks (because there may be other things you can help with). A Typical Workday as a Financial Services Representative includes: Fielding inbound customer inquiries to assist customers with account related requests such as money movement, account updates, and trade requests. Following up with customers regarding outstanding account related items. Participating in continuing education and development. Benefits of being a Morgan Stanley Financial Services Representative: Develop a robust understanding of the financial services industry and gain insight into one of the world’s leading financial institutions. Invest in your career with a top tier learning and career development experience combining comprehensive financial product modules and learning courses, as well as on the job learning . Obtain the Series 7 & 63 licenses that will be paid for by Morgan Stanley. Enjoy a hybrid work environment that enables employees to thrive. Competitive base salary and a wide range of additional benefits including: Paid time off Savings programs Health care (medical, dental, vision) Insurance plans Tuition and licensing reimbursement along with student loan refinancing Fitness subsidy 401(k) with competitive firm matching, as well as access to the Morgan Stanley Employee Stock Purchase Program Family building benefit to assist employees with the cost of adoption, surrogacy, and fertility treatments Generous parental leave Commitment to Diversity and Inclusion Employees are encouraged to give back to your community What You Bring to the Table: A bachelor’s degree in Finance , Business Management or Administration, or have an equivalent combination of education, training and experience (1 year of work experience can substitute 1 year of education) You’ve spent at least 2 years working in a customer-facing role MUST be flexible to work a hybrid schedule (3 days a week in office) Even better if you: Have at least 2 years’ experience working in a call center environment or within a financial institution You can articulate your experience working on a team and in a highly collaborative environment You have previously been in a role where you had to meet sales goals either through full time work or college internships You’re considered a people-person and have extraordinary interpersonal skills, a strong team orientation and resiliency 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Salary range for the position: $24.04 an hour. 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\u002FLong Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":565,"slug":566,"title":61,"location":10,"raw_job_location_address_addressLocality":567,"raw_hiringOrganization_logo_url":10,"raw_description":568},60301,"registered-client-service-associate-711-ms-smith-barney-llc","301 CONGRESS AVENUE","Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and\u002For FA\u002FPWA\u002Fteam 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\u002For documents in aa clerical capacity at the direction of the client and\u002For FA\u002FPWA\u002Fteam 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\u002For FA\u002FPWA\u002Fteam Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) Accept or enter unsolicited orders and\u002For enter solicited orders in a clerical capacity at the direction of the FA\u002FPWA\u002Fteam Supporting the FAs \u002F PWAs \u002F teams’ marketing strategy (e.g., website maintenance) Assist FAs \u002F PWAs\u002F 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\u002For 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 \u002F PWAs \u002F 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience High School Diploma\u002FEquivalency College degree preferred Active Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Two or more years of industry experience preferred Knowledge\u002FSkills 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership\u002Funion status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M\u002FF\u002FDisability\u002FVet). At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":570,"slug":571,"title":108,"location":10,"raw_job_location_address_addressLocality":572,"raw_hiringOrganization_logo_url":10,"raw_description":573},60304,"client-service-associate-711-ms-smith-barney-llc","20807 BISCAYNE BLVD","POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and\u002For FA\u002FPWA 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\u002For documents in a clerical capacity at the direction of the client and\u002For FA\u002FPWA Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) Supporting the FAs\u002FPWAs\u002Fteams’ marketing strategy (e.g., website maintenance) Assist FAs\u002FPWAs\u002Fteams 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\u002For other duties directed by local management ADMINISTRATIVE SUPPORT: Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs\u002FPWAs\u002Fteams 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: High School Diploma\u002FEquivalency College degree preferred Industry experience is a plus Willingness to obtain Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Knowledge\u002FSkills 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 multi-task 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":575,"slug":576,"title":577,"location":10,"raw_job_location_address_addressLocality":578,"raw_hiringOrganization_logo_url":10,"raw_description":579},60319,"pwm-client-service-associate-711-ms-smith-barney-llc","PWM Client Service Associate","28 STATE STREET","POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and\u002For FA\u002FPWA\u002Fteam 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\u002For documents in aa clerical capacity at the direction of the client and\u002For FA\u002FPWA\u002Fteam 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\u002For FA\u002FPWA\u002Fteam Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) Accept or enter unsolicited orders and\u002For enter solicited orders in a clerical capacity at the direction of the FA\u002FPWA\u002Fteam Supporting the FAs \u002F PWAs \u002F teams’ marketing strategy (e.g., website maintenance) Assist FAs \u002F PWAs\u002F 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\u002For 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 \u002F PWAs \u002F 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience High School Diploma\u002FEquivalency College degree preferred Active Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Two or more years of industry experience preferred Knowledge\u002FSkills 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 Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership\u002Funion status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M\u002FF\u002FDisability\u002FVet). 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $15 and $40.87 per hour 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's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership\u002Funion status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M\u002FF\u002FDisability\u002FVet). At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":581,"slug":582,"title":583,"location":10,"raw_job_location_address_addressLocality":584,"raw_hiringOrganization_logo_url":10,"raw_description":585},60326,"private-wealth-management-client-relationship-analyst-711-ms-smith-barney-llc","Private Wealth Management Client Relationship Analyst","Chesterfield MO 4805","POSITION SUMMARY Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: • Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships • Executing money movement transactions at the request of the client and\u002For FA\u002FPWA • 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\u002For documents in aa clerical capacity at the direction of the client and\u002For FA\u002FPWA • Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) • Assist FAs\u002FPWAs\u002Fteams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems • Assist with data entry for key client needs such as new account opening and financial planning at the direction of the FAs\u002FPWAs\u002Fteams • Supporting the FAs \u002F PWAs \u002F teams’ marketing strategy (e.g., website maintenance) • Assist FAs \u002F PWAs\u002F 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\u002For other duties directed by local management ADMINISTRATIVE SUPPORT: • Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs\u002FPWAs\u002Fteams 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience • High School Diploma\u002FEquivalency • College degree preferred • Industry experience is a plus • Willingness to obtain Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Knowledge\u002FSkills • 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 multi-task • 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":587,"slug":588,"title":125,"location":10,"raw_job_location_address_addressLocality":589,"raw_hiringOrganization_logo_url":10,"raw_description":590},60327,"intern-711-ms-smith-barney-llc-2","Chicago IL 233","Responsibilities: Gain industry and organizational knowledge through daily business interactions and job assignments. Develop business, financial and analytical skills needed for career in global wealth management and financial services. Provide marketing and sales support to branches and their teams. Perform market research. Gain exposure to wealth management business, products, services and clients’ financial needs. Requirements: High school diploma required. In pursuit of college degree preferable. At least 18 years of age. Internships are intended to be positions that are for limited duration, with a maximum duration ten months. Strong desire to gain further understanding of the global wealth management business. Effective communication and interpersonal skills (both written and verbal) Ability to work on a team. Strong analytical skills and ability to interpret. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership\u002Funion status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M\u002FF\u002FDisability\u002FVet). 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Salary range for the position: $17.05 - $17.05\u002Fhour. 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 0 Vacation Days annually), 10 Paid Holidays, 401(k), and Short\u002FLong Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":592,"slug":593,"title":594,"location":10,"raw_job_location_address_addressLocality":589,"raw_hiringOrganization_logo_url":10,"raw_description":595},60329,"wealth-management-vea-program-chicago-il-711-ms-smith-barney-llc","Wealth Management VEA program - Chicago, IL","Business Overview: Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Position Overview: The Wealth Management VEA Program is designed to give you firsthand experience working with the top Financial Advisors (FAs) in the industry at a leading global financial institution. You may progress through several key areas of business development such as digital marketing\u002Fcommunication, and financial planning. The goal of the program is to give you a strong foundation in the systems\u002Ftools, business areas, and skills that are necessary for an enduring and promising career at the Firm. The length of the program enables you to earn your licenses, gain additional professional designations, network, and capture valuable experience working with different FAs to understand how they run their practice. The insight you will gain is unique and if successful, will propel you into a fruitful career at Morgan Stanley. The Experience You Could Gain: The Morgan Stanley Wealth Management VEA Program consists of rigorous licensing followed by training and assessments designed to ensure you are fully prepared to be successful in the program. Experiences you may have: Set up and execute digital marketing strategies for FAs across multiple social media platforms and their website Curate marketing campaigns targeting segments of an FAs business to drive engagement Identify opportunities analyzing client relationships and providing tactical recommendations to help FAs better support their clients Leverage the Firm’s proprietary financial planning resources while partnering with experienced FAs to support their clients and the adoption of Goals Based Wealth Management strategies Work with clients and gather information to build, analyze, and present plans in a thoughtful and effective manner Generate and present reports to FAs highlighting areas of opportunity and improvement in your strategy to grow their business Regularly participate in meetings with management to share best practices and areas of opportunity Benefits You Could Take Advantage Of: Competitive base salary, and a wide range of benefits including paid time off, savings programs, health care, insurance plans, student loan refinancing, fitness subsidy, and more Access to 401(k) offering with competitive Firm matching as well as access to the Morgan Stanley Employee Stock Purchase Program Obtain Series 7, 63, and 65 licenses in addition to the Financial Planning Specialist (FPS) designation. Support for additional professional designations consists of, but are not limited to, the CFP® Develop a robust understanding of the financial services industry through the lens of 1 of the world’s leading financial institutions Access an immersive learning experience that incorporates financial product education, platform navigation along with professional development The Skills\u002FExperience\u002FQualifications You’ll Need: We seek motivated candidates from diverse academic backgrounds with a heightened interest in financial services. Successful analysts have a unique blend of strong interpersonal communication skills, a solid professional presence, and numerical aptitude. Specific qualifications include: A bachelor’s degree with a proven track record of academic success. Prior professional experience would be an asset but not required Securities Industry Essentials (SIE) exam completed prior to interviewing for the program in addition to Firm sponsorship of the Series 7 and 63 exams within a specific timeframe Strong written and verbal communication, client, and interpersonal skills Ability to learn quickly and adopt new technologies Extraordinarily high level of motivation and commitment to working hard and staying organized in a competitive, fast-paced environment Ability to balance multiple priorities under pressure and time constraints Authorization to work in the U.S. without durational restrictions Successful completion of background check and pre-employment assessments WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Salary range for the position: $65,000 – 85,000 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\u002FLong Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership\u002Funion status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M\u002FF\u002FDisability\u002FVet). At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":597,"slug":598,"title":9,"location":10,"raw_job_location_address_addressLocality":589,"raw_hiringOrganization_logo_url":10,"raw_description":599},60330,"client-relationship-analyst-711-ms-smith-barney-llc","POSITION SUMMARY Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and\u002For FA\u002FPWA 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\u002For documents in aa clerical capacity at the direction of the client and\u002For FA\u002FPWA Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) Assist Fas\u002FPWAs\u002Fteams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems Assist with data entry for key client needs such as new account opening and financial planning at the direction of the Fas\u002FPWAs\u002Fteams Supporting the Fas \u002F PWAs \u002F teams’ marketing strategy (e.g., website maintenance) Assist Fas \u002F PWAs\u002F 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\u002For other duties directed by local management ADMINISTRATIVE SUPPORT: Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with Fas\u002FPWAs\u002Fteams 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience High School Diploma\u002FEquivalency College degree preferred Industry experience is a plus Willingness to obtain Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Knowledge\u002FSkills 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 multi-task Goal oriented, self-motivated and results driven Reports to: Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Salary range for the position: $34,320 - $90,000 \u002F 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 10 Vacation Days annually), 10 Paid Holidays, 401(k), and Short\u002FLong Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership\u002Funion status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M\u002FF\u002FDisability\u002FVet). At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":601,"slug":602,"title":108,"location":10,"raw_job_location_address_addressLocality":603,"raw_hiringOrganization_logo_url":10,"raw_description":604},60336,"client-service-associate-711-ms-smith-barney-llc-2","105 West View Road","Job Description POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and\u002For FA\u002FPWA 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\u002For documents in a clerical capacity at the direction of the client and\u002For FA\u002FPWA Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) Supporting the FAs\u002FPWAs\u002Fteams’ marketing strategy (e.g., website maintenance) Assist FAs\u002FPWAs\u002Fteams 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\u002For other duties directed by local management ADMINISTRATIVE SUPPORT: Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs\u002FPWAs\u002Fteams 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience High School Diploma\u002FEquivalency College degree preferred Industry experience is a plus Willingness to obtain Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Knowledge\u002FSkills 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 multi-task 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $33,280 and $85,000 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's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership\u002Funion status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M\u002FF\u002FDisability\u002FVet). At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":606,"slug":607,"title":125,"location":10,"raw_job_location_address_addressLocality":608,"raw_hiringOrganization_logo_url":10,"raw_description":609},60337,"intern-711-ms-smith-barney-llc-5","El Segundo CA 2141","Responsibilities: Gain industry and organizational knowledge through daily business interactions and job assignments. Develop business, financial and analytical skills needed for career in global wealth management and financial services. Provide marketing and sales support to branches and their teams. Perform market research. Gain exposure to wealth management business, products, services and clients’ financial needs. Requirements: High school diploma required. In pursuit of college degree preferable. At least 18 years of age. Internships are intended to be positions that are for limited duration, with a maximum duration ten months. Strong desire to gain further understanding of the global wealth management business. Effective communication and interpersonal skills (both written and verbal) Ability to work on a team. Strong analytical skills and ability to interpret. 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $20.00 - $20.00 per hour 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":611,"slug":612,"title":125,"location":10,"raw_job_location_address_addressLocality":613,"raw_hiringOrganization_logo_url":10,"raw_description":614},60338,"intern-711-ms-smith-barney-llc-6","Garden City NY 1200","Responsibilities: Gain industry and organizational knowledge through daily business interactions and job assignments. Develop business, financial and analytical skills needed for career in global wealth management and financial services. Provide marketing and sales support to branches and their teams. Perform market research. Gain exposure to wealth management business, products, services and clients’ financial needs. Requirements: High school diploma required. In pursuit of college degree preferable. At least 18 years of age. Internships are intended to be positions that are for limited duration, with a maximum duration ten months. Strong desire to gain further understanding of the global wealth management business. Effective communication and interpersonal skills (both written and verbal) Ability to work on a team. Strong analytical skills and ability to interpret 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $17.00 and $17.00 per hour 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":616,"slug":617,"title":61,"location":10,"raw_job_location_address_addressLocality":618,"raw_hiringOrganization_logo_url":10,"raw_description":619},60339,"registered-client-service-associate-711-ms-smith-barney-llc-2","350 E Las Olas Blvd- FL","Registered Client Service Associates 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\u002For 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\u002Fmonthly field service professional and\u002For 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\u002For Experience Active Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Two or more years of industry experience preferred High School Diploma\u002FEquivalency College degree preferred Knowledge\u002FSkills 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":621,"slug":622,"title":623,"location":10,"raw_job_location_address_addressLocality":624,"raw_hiringOrganization_logo_url":10,"raw_description":625},60341,"business-service-officer-711-ms-smith-barney-llc","Business Service Officer","201 Main Street- TX","Business Service Officers (BSO) are responsible for shaping the future of service by modernizing our client experience through an elevated standard of care. The Business Service Officer (BSO) will report directly to the Market Business Service Officer (MBSO) and is responsible for the supervision, management of Support Professionals and execution of all business and service functions within the assigned branches. Additional job responsibilities include facilitating communication and training for Service Professionals, partner with Market Sales and Risk teams to ensure execution in all aspects of the business and further support the MBSO with delivering on service initiatives. DUTIES and RESPONSIBILITIES: People Management and Communication Lead the Branch in executing the organization’s strategic priorities by influencing and coaching behavioral change with a focus on consistency, quality, and compliance with Firm policies and procedures Lead, mentor, and supervise a team of Support and Service Professionals Promote cross-training, learning, development and recognition of Service and Support Professionals within the market Facilitate the interviewing, selection and onboarding of new hires, including newly recruited Financial Advisors and their Support Professionals Partner with MBSO and Human Resources regarding all aspects of people management, including annual performance reviews, performance management and conflict resolution Maintain strong relationships with key partners within the Branch, Market, Region and Home Office including participation in team meetings, regional and national calls Consistently conduct Support Professional one-on-one meetings for coaching opportunities, career goal setting, job related activities, firm opportunities and team building; this includes meeting with Advisor teams to address service needs Manage and oversee Support Professionals coverage for Financial Advisors in the Branch Identify Support Professional recognition opportunities within the market through sharing of best practices, success stories and achievements Promote a branch culture that’s consistent with the Firm’s core values, including championing diversity and inclusion Operational Oversight Operational Oversight Manages travel and entertainment expenses for Advisors as well as other firm programs to manage budget tracking and forecasting with adherence to Firm policies Facilitate and manage resolution of client inquiries\u002Frequests Morgan Stanley EOE committed to diversifying its workforce. Participate in national calls to lean about new platform changes, policy and procedure updates, share best practices and learn about other timely updates Identify and implement process improvements to ensure teams are maximizing productivity and driving efficiencies Additional operational oversight may be required Administer other duties as delegates by the Market Business Service Officer EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: EDUCATION AND\u002FOR EXPERIENCE Bachelor’s degree required or equivalent education Previous industry experience Active Series 7 (GS), Series 9 and Series 10 (SU), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) required Other licenses as required for the role or by management KNOWLEDGE AND SKILLS Effective written and verbal communication skills Strong attention to detail Ability to prioritize and resolve complex needs and escalate as necessary Ability to identify issues and trends in order to anticipate change and provide comprehensive solutions and remedies Evidence of strong leadership and talent development capabilities Previous supervisory experience preferred Exceptional organizational and time management skills Exceptional conflict resolution skills Ability to manage relationships, motivate and lead groups of people at various levels throughout the market Knowledge of Firm’s Risk & Compliance policies Ability to think strategically Reports to: • Market Business Service Officer Direct reports: • Support Professionals 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":627,"slug":628,"title":629,"location":10,"raw_job_location_address_addressLocality":630,"raw_hiringOrganization_logo_url":10,"raw_description":542},60342,"financial-services-representative-gilbert-az-handshake-711-ms-smith-barney-llc","Financial Services Representative (Gilbert, AZ) - Handshake","Gilbert AZ 400 Call Ctr",{"id":632,"slug":633,"title":125,"location":10,"raw_job_location_address_addressLocality":634,"raw_hiringOrganization_logo_url":10,"raw_description":635},60365,"intern-711-ms-smith-barney-llc-7","Houston - Williams Tower","Responsibilities Gain industry and organizational knowledge through daily business interactions and job assignments. Develop business, financial and analytical skills needed for career in global wealth management and financial services. Provide marketing and sales support to branches and their teams. Perform market research. Gain exposure to wealth management business, products, services and clients’ financial needs. Requirements High school diploma required. In pursuit of college degree preferable. At least 18 years of age. Internships are intended to be positions that are for limited duration, with a maximum duration ten months. Strong desire to gain further understanding of the global wealth management business. Effective communication and interpersonal skills (both written and verbal) Ability to work on a team. Strong analytical skills and ability to interpret. 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":637,"slug":638,"title":61,"location":10,"raw_job_location_address_addressLocality":639,"raw_hiringOrganization_logo_url":10,"raw_description":640},60370,"registered-client-service-associate-711-ms-smith-barney-llc-4","91 North Front Street- NY","Registered Client Service Associates (RCSAs) 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\u002For 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\u002Fmonthly field service professional and\u002For 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\u002For Experience Active Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Two or more years of industry experience preferred High School Diploma\u002FEquivalency College degree preferred Knowledge\u002FSkills 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":642,"slug":643,"title":125,"location":10,"raw_job_location_address_addressLocality":644,"raw_hiringOrganization_logo_url":10,"raw_description":645},60379,"intern-711-ms-smith-barney-llc-9","3840 Kilroy Airport Way","Description Responsibilities: Gain industry and organizational knowledge through daily business interactions and job assignments. Develop business, financial and analytical skills needed for career in global wealth management and financial services. Provide marketing and sales support to branches and their teams. Perform market research. Gain exposure to wealth management business, products, services and clients’ financial needs. Qualifications Requirements: High school diploma required. In pursuit of college degree preferable. At least 18 years of age. Internships are intended to be positions that are for limited duration, with a maximum duration ten months. Strong desire to gain further understanding of the global wealth management business. Effective communication and interpersonal skills (both written and verbal) Ability to work on a team. Strong analytical skills and ability to interpret. 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be $16.50 per hour 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":647,"slug":648,"title":649,"location":10,"raw_job_location_address_addressLocality":650,"raw_hiringOrganization_logo_url":10,"raw_description":651},60387,"international-client-service-associate-bilingual-englishspanish-711-ms-smith-barney-llc","International Client Service Associate - Bilingual English\u002FSpanish","Brickell","POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: Client Support: Provide service coverage for a FA\u002FPWA\u002Fteam including: Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and\u002For FA\u002FPWA 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\u002For documents in a clerical capacity at the direction of the client and\u002For FA\u002FPWA Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) Supporting the FAs\u002FPWAs\u002Fteams’ marketing strategy (e.g., website maintenance) Assist FAs\u002FPWAs\u002Fteams 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\u002For other duties directed by local management Administrative Support: Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs\u002FPWAs\u002Fteams 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\u002FPWA Education\u002FExperience: High School Diploma\u002FEquivalency Two or more years of industry experience preferred Experience with BSA\u002FAML Regulations within the financial services industry preferred Experience focused on examining potential clients’ source of wealth during the client onboarding process preferred College degree preferred Industry experience is a plus Willingness to obtain Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Knowledge\u002FSkills: Bilingual Spanish & English 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 multi-task 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":653,"slug":654,"title":623,"location":10,"raw_job_location_address_addressLocality":655,"raw_hiringOrganization_logo_url":10,"raw_description":656},60405,"business-service-officer-711-ms-smith-barney-llc-4","55 East 52nd Street- NY","Job Description Business Service Officers (BSO) are responsible for shaping the future of service by modernizing our client experience through an elevated standard of care. The Business Service Officer (BSO) will report directly to the Market Business Service Officer (MBSO) and is responsible for the supervision, management of Support Professionals and execution of all business and service functions within the assigned branches. Additional job responsibilities include facilitating communication and training for Service Professionals, partner with Market Sales and Risk teams to ensure execution in all aspects of the business and further support the MBSO with delivering on service initiatives. DUTIES and RESPONSIBILITIES: People Management and Communication Lead the Branch in executing the organization’s strategic priorities by influencing and coaching behavioral change with a focus on consistency, quality, and compliance with Firm policies and procedures Lead, mentor, and supervise a team of Support and Service Professionals Promote cross-training, learning, development and recognition of Service and Support Professionals within the market Facilitate the interviewing, selection and onboarding of new hires, including newly recruited Financial Advisors and their Support Professionals Partner with MBSO and Human Resources regarding all aspects of people management, including annual performance reviews, performance management and conflict resolution Maintain strong relationships with key partners within the Branch, Market, Region and Home Office including participation in team meetings, regional and national calls Consistently conduct Support Professional one-on-one meetings for coaching opportunities, career goal setting, job related activities, firm opportunities and team building; this includes meeting with Advisor teams to address service needs Manage and oversee Support Professionals coverage for Financial Advisors in the Branch Identify Support Professional recognition opportunities within the market through sharing of best practices, success stories and achievements Promote a branch culture that’s consistent with the Firm’s core values, including championing diversity and inclusion Operational Oversight Operational Oversight Manages travel and entertainment expenses for Advisors as well as other firm programs to manage budget tracking and forecasting with adherence to Firm policies Facilitate and manage resolution of client inquiries\u002Frequests Morgan Stanley EOE committed to diversifying its workforce. Participate in national calls to lean about new platform changes, policy and procedure updates, share best practices and learn about other timely updates Identify and implement process improvements to ensure teams are maximizing productivity and driving efficiencies Additional operational oversight may be required Administer other duties as delegates by the Market Business Service Officer EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: EDUCATION AND\u002FOR EXPERIENCE Bachelor’s degree required or equivalent education Previous industry experience Active Series 7 (GS), Series 9 and Series 10 (SU), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) required Other licenses as required for the role or by management KNOWLEDGE AND SKILLS Effective written and verbal communication skills Strong attention to detail Ability to prioritize and resolve complex needs and escalate as necessary Ability to identify issues and trends in order to anticipate change and provide comprehensive solutions and remedies Evidence of strong leadership and talent development capabilities Previous supervisory experience preferred Exceptional organizational and time management skills Exceptional conflict resolution skills Ability to manage relationships, motivate and lead groups of people at various levels throughout the market Knowledge of Firm’s Risk & Compliance policies Ability to think strategically Reports to: • Market Business Service Officer Direct reports: • Support Professionals 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $120,000 - $170,000 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":658,"slug":659,"title":660,"location":10,"raw_job_location_address_addressLocality":661,"raw_hiringOrganization_logo_url":10,"raw_description":662},60428,"international-registered-csa-711-ms-smith-barney-llc","International Registered CSA","SB10027","POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and\u002For FA\u002FPWA\u002Fteam 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\u002For documents in aa clerical capacity at the direction of the client and\u002For FA\u002FPWA\u002Fteam 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\u002For FA\u002FPWA\u002Fteam Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) Accept or enter unsolicited orders and\u002For enter solicited orders in a clerical capacity at the direction of the FA\u002FPWA\u002Fteam Supporting the FAs \u002F PWAs \u002F teams’ marketing strategy (e.g., website maintenance) Assist FAs \u002F PWAs\u002F 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\u002For 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 \u002F PWAs \u002F 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\u002FPWA Qualifications EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience High School Diploma\u002FEquivalency College degree preferred Active Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Two or more years of industry experience preferred Knowledge\u002FSkills 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":664,"slug":665,"title":666,"location":10,"raw_job_location_address_addressLocality":655,"raw_hiringOrganization_logo_url":10,"raw_description":667},60430,"pwm-business-service-officer-711-ms-smith-barney-llc","PWM Business Service Officer","Job Description The PWM Business Service Officers (BSO) are responsible for shaping the future of service by modernizing our client experience through an elevated standard of care. The Business Service Officer (BSO) will report directly to the Market Business Service Officer (MBSO) and is responsible for the supervision, management of Support Professionals and execution of all business and service functions within the assigned branches. Additional job responsibilities include facilitating communication and training for Service Professionals, partner with Market Sales and Risk teams to ensure execution in all aspects of the business and further support the MBSO with delivering on service initiatives. DUTIES and RESPONSIBILITIES: People Management and Communication Lead the Branch in executing the organization’s strategic priorities by influencing and coaching behavioral change with a focus on consistency, quality, and compliance with Firm policies and procedures Lead, mentor, and supervise a team of Support and Service Professionals Promote cross-training, learning, development and recognition of Service and Support Professionals within the market Facilitate the interviewing, selection and onboarding of new hires, including newly recruited Financial Advisors and their Support Professionals Partner with MBSO and Human Resources regarding all aspects of people management, including annual performance reviews, performance management and conflict resolution Maintain strong relationships with key partners within the Branch, Market, Region and Home Office including participation in team meetings, regional and national calls Consistently conduct Support Professional one-on-one meetings for coaching opportunities, career goal setting, job related activities, firm opportunities and team building; this includes meeting with Advisor teams to address service needs Manage and oversee Support Professionals coverage for Financial Advisors in the Branch Identify Support Professional recognition opportunities within the market through sharing of best practices, success stories and achievements Promote a branch culture that’s consistent with the Firm’s core values, including championing diversity and inclusion Operational Oversight Operational Oversight Manages travel and entertainment expenses for Advisors as well as other firm programs to manage budget tracking and forecasting with adherence to Firm policies Facilitate and manage resolution of client inquiries\u002Frequests Morgan Stanley EOE committed to diversifying its workforce. Participate in national calls to lean about new platform changes, policy and procedure updates, share best practices and learn about other timely updates Identify and implement process improvements to ensure teams are maximizing productivity and driving efficiencies Additional operational oversight may be required Administer other duties as delegates by the Market Business Service Officer EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: EDUCATION AND\u002FOR EXPERIENCE Bachelor’s degree required or equivalent education Previous industry experience Active Series 7 (GS), Series 9 and Series 10 (SU), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) required Other licenses as required for the role or by management KNOWLEDGE AND SKILLS Effective written and verbal communication skills Strong attention to detail Ability to prioritize and resolve complex needs and escalate as necessary Ability to identify issues and trends in order to anticipate change and provide comprehensive solutions and remedies Evidence of strong leadership and talent development capabilities Previous supervisory experience preferred Exceptional organizational and time management skills Exceptional conflict resolution skills Ability to manage relationships, motivate and lead groups of people at various levels throughout the market Knowledge of Firm’s Risk & Compliance policies Ability to think strategically Reports to: • Market Business Service Officer Direct reports: • Support Professionals 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Job Posting Pay Range Expected base pay rates for the role will be between $120,000 and $165,000 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":669,"slug":670,"title":666,"location":10,"raw_job_location_address_addressLocality":671,"raw_hiringOrganization_logo_url":10,"raw_description":672},60432,"pwm-business-service-officer-711-ms-smith-barney-llc-2","1585 Broadway- NY","The PWM Business Service Officers (BSO) are responsible for shaping the future of service by modernizing our client experience through an elevated standard of care. The Business Service Officer (BSO) will report directly to the Market Business Service Officer (MBSO) and is responsible for the supervision, management of Support Professionals and execution of all business and service functions within the assigned branches. Additional job responsibilities include facilitating communication and training for Service Professionals, partner with Market Sales and Risk teams to ensure execution in all aspects of the business and further support the MBSO with delivering on service initiatives. DUTIES and RESPONSIBILITIES: People Management and Communication Lead the Branch in executing the organization’s strategic priorities by influencing and coaching behavioral change with a focus on consistency, quality, and compliance with Firm policies and procedures Lead, mentor, and supervise a team of Support and Service Professionals Promote cross-training, learning, development and recognition of Service and Support Professionals within the market Facilitate the interviewing, selection and onboarding of new hires, including newly recruited Financial Advisors and their Support Professionals Partner with MBSO and Human Resources regarding all aspects of people management, including annual performance reviews, performance management and conflict resolution Maintain strong relationships with key partners within the Branch, Market, Region and Home Office including participation in team meetings, regional and national calls Consistently conduct Support Professional one-on-one meetings for coaching opportunities, career goal setting, job related activities, firm opportunities and team building; this includes meeting with Advisor teams to address service needs Manage and oversee Support Professionals coverage for Financial Advisors in the Branch Identify Support Professional recognition opportunities within the market through sharing of best practices, success stories and achievements Promote a branch culture that’s consistent with the Firm’s core values, including championing diversity and inclusion Operational Oversight Operational Oversight Manages travel and entertainment expenses for Advisors as well as other firm programs to manage budget tracking and forecasting with adherence to Firm policies Facilitate and manage resolution of client inquiries\u002Frequests Morgan Stanley EOE committed to diversifying its workforce. Participate in national calls to lean about new platform changes, policy and procedure updates, share best practices and learn about other timely updates Identify and implement process improvements to ensure teams are maximizing productivity and driving efficiencies Additional operational oversight may be required Administer other duties as delegates by the Market Business Service Officer EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: EDUCATION AND\u002FOR EXPERIENCE Bachelor’s degree required or equivalent education Previous industry experience Active Series 7 (GS), Series 9 and Series 10 (SU), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) required Other licenses as required for the role or by management KNOWLEDGE AND SKILLS Effective written and verbal communication skills Strong attention to detail Ability to prioritize and resolve complex needs and escalate as necessary Ability to identify issues and trends in order to anticipate change and provide comprehensive solutions and remedies Evidence of strong leadership and talent development capabilities Previous supervisory experience preferred Exceptional organizational and time management skills Exceptional conflict resolution skills Ability to manage relationships, motivate and lead groups of people at various levels throughout the market Knowledge of Firm’s Risk & Compliance policies Ability to think strategically Reports to: • Market Business Service Officer Direct reports: • Support Professionals 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $120,000 and $170,000 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":674,"slug":675,"title":61,"location":10,"raw_job_location_address_addressLocality":655,"raw_hiringOrganization_logo_url":10,"raw_description":676},60436,"registered-client-service-associate-711-ms-smith-barney-llc-8","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\u002For 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\u002Fmonthly field service professional and\u002For 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\u002For Experience Active Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Two or more years of industry experience preferred High School Diploma\u002FEquivalency College degree preferred Knowledge\u002FSkills 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $35,360 - $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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":678,"slug":679,"title":125,"location":10,"raw_job_location_address_addressLocality":680,"raw_hiringOrganization_logo_url":10,"raw_description":681},60439,"intern-711-ms-smith-barney-llc-11","6305 Waterford Blvd- OK","Responsibilities: Gain industry and organizational knowledge through daily business interactions and job assignments. Develop business, financial and analytical skills needed for career in global wealth management and financial services. Provide marketing and sales support to branches and their teams. Perform market research. Gain exposure to wealth management business, products, services and clients’ financial needs. Requirements: High school diploma required. In pursuit of college degree preferable. At least 18 years of age. Internships are intended to be positions that are for limited duration, with a maximum duration ten months. Strong desire to gain further understanding of the global wealth management business. Effective communication and interpersonal skills (both written and verbal) Ability to work on a team. Strong analytical skills and ability to interpret. 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":683,"slug":684,"title":108,"location":10,"raw_job_location_address_addressLocality":685,"raw_hiringOrganization_logo_url":10,"raw_description":686},60440,"client-service-associate-711-ms-smith-barney-llc-5","141 Longwater Drive","POSITION SUMMARY: Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and\u002For FA\u002FPWA\u002Fteam 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\u002For documents in aa clerical capacity at the direction of the client and\u002For FA\u002FPWA\u002Fteam 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\u002For FA\u002FPWA\u002Fteam Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) Accept or enter unsolicited orders and\u002For enter solicited orders in a clerical capacity at the direction of the FA\u002FPWA\u002Fteam Supporting the FAs \u002F PWAs \u002F teams’ marketing strategy (e.g., website maintenance) Assist FAs \u002F PWAs\u002F 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\u002For 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 \u002F PWAs \u002F 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience High School Diploma\u002FEquivalency College degree preferred Active Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Two or more years of industry experience preferred Knowledge\u002FSkills 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":688,"slug":689,"title":61,"location":10,"raw_job_location_address_addressLocality":690,"raw_hiringOrganization_logo_url":10,"raw_description":691},60441,"registered-client-service-associate-711-ms-smith-barney-llc-10","3803 West Chester Pike","POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: • Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships • Executing money movement transactions at the request of the client and\u002For FA\u002FPWA\u002Fteam • 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\u002For documents in aa clerical capacity at the direction of the client and\u002For FA\u002FPWA\u002Fteam • 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\u002For FA\u002FPWA\u002Fteam • Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) • Accept or enter unsolicited orders and\u002For enter solicited orders in a clerical capacity at the direction of the FA\u002FPWA\u002Fteam • Supporting the FAs \u002F PWAs \u002F teams’ marketing strategy (e.g., website maintenance) • Assist FAs \u002F PWAs\u002F 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\u002For 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 \u002F PWAs \u002F 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience • High School Diploma\u002FEquivalency • College degree preferred • Active Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) • Two or more years of industry experience preferred Knowledge\u002FSkills • 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":693,"slug":694,"title":61,"location":10,"raw_job_location_address_addressLocality":695,"raw_hiringOrganization_logo_url":10,"raw_description":696},60444,"registered-client-service-associate-711-ms-smith-barney-llc-12","South 61 Paramus Rd- NJ","POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: • Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships • Executing money movement transactions at the request of the client and\u002For FA\u002FPWA\u002Fteam • 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\u002For documents in aa clerical capacity at the direction of the client and\u002For FA\u002FPWA\u002Fteam • 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\u002For FA\u002FPWA\u002Fteam • Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) • Accept or enter unsolicited orders and\u002For enter solicited orders in a clerical capacity at the direction of the FA\u002FPWA\u002Fteam • Supporting the FAs \u002F PWAs \u002F teams’ marketing strategy (e.g., website maintenance) • Assist FAs \u002F PWAs\u002F 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\u002For 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 \u002F PWAs \u002F 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience • High School Diploma\u002FEquivalency • College degree preferred • Active Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) • Two or more years of industry experience preferred Knowledge\u002FSkills • 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Salary range for the position: $31,200 and $90,000 per year. 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 X Vacation Days annually), 10 Paid Holidays, 401(k), and Short\u002FLong Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":698,"slug":699,"title":108,"location":10,"raw_job_location_address_addressLocality":700,"raw_hiringOrganization_logo_url":10,"raw_description":701},60446,"client-service-associate-711-ms-smith-barney-llc-6","NY - 2000 Westchester Ave","Client Service Associate JD: POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: • Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships • Executing money movement transactions at the request of the client and\u002For FA\u002FPWA • 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\u002For documents in a clerical capacity at the direction of the client and\u002For FA\u002FPWA • Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) • Supporting the FAs\u002FPWAs\u002Fteams’ marketing strategy (e.g., website maintenance) • Assist FAs\u002FPWAs\u002Fteams 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\u002For other duties directed by local management ADMINISTRATIVE SUPPORT: • Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs\u002FPWAs\u002Fteams 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience • High School Diploma\u002FEquivalency • College degree preferred Morgan Stanley EOE committed to diversifying its workforce. M\u002FF\u002FD\u002FV Version: 7\u002F10\u002F2024 Morgan Stanley Client Service Associate Job Description • Industry experience is a plus • Willingness to obtain Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Knowledge\u002FSkills • 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 multi-task • 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $58,000 and $115,000 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":703,"slug":704,"title":108,"location":10,"raw_job_location_address_addressLocality":705,"raw_hiringOrganization_logo_url":10,"raw_description":706},60447,"client-service-associate-711-ms-smith-barney-llc-7","Providence","POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and\u002For FA\u002FPWA 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\u002For documents in a clerical capacity at the direction of the client and\u002For FA\u002FPWA Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) Supporting the FAs\u002FPWAs\u002Fteams’ marketing strategy (e.g., website maintenance) Assist FAs\u002FPWAs\u002Fteams 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\u002For other duties directed by local management ADMINISTRATIVE SUPPORT: Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs\u002FPWAs\u002Fteams 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: High School Diploma\u002FEquivalency College degree preferred Industry experience is a plus Willingness to obtain Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Knowledge\u002FSkills 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 multi-task 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":708,"slug":709,"title":710,"location":10,"raw_job_location_address_addressLocality":700,"raw_hiringOrganization_logo_url":10,"raw_description":711},60453,"portfolio-associate-711-ms-smith-barney-llc","Portfolio Associate","POSITION SUMMARY Portfolio Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F teams on a daily basis. As key 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 will be able to assist clients with their everyday needs. This title is given to Registered Client Service Associates who are committed to their personal development and growth, successfully complete the Portfolio Associate curriculum and are nominated by their leadership team based on their performance and contributions. Portfolio Associates are those who continuously deliver exceptional results; serve as a role model to their peers and who are committed to their personal development and growth. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: • Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships • Executing money movement transactions at the request of the client and\u002For FA\u002FPWA\u002Fteam • 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\u002For documents in aa clerical capacity at the direction of the client and\u002For FA\u002FPWA\u002Fteam • 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\u002For FA\u002FPWA\u002Fteam • Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) • Accept or enter unsolicited orders and\u002For enter solicited orders in a clerical capacity at the direction of the FA\u002FPWA\u002Fteam • Supporting the FAs \u002F PWAs \u002F teams’ marketing strategy (e.g., website maintenance) • Assist FAs \u002F PWAs\u002F 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\u002For other duties directed by local management • Serve as a peer \u002F mentor to other Support Professionals in the market ADMINISTRATIVE SUPPORT: • Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs \u002F PWAs \u002F teams as needed) Morgan Stanley EOE committed to diversifying its workforce. M\u002FF\u002FD\u002FV Version: 7\u002F10\u002F2024 Morgan Stanley Portfolio Associate Job Description • 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience • High School Diploma\u002FEquivalency • College degree preferred • Active Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) • 5+ years of work experience in a field relevant to the position • Successful completion of the pre-requisite Portfolio Associate Training Curriculum, with leadership nomination Knowledge\u002FSkills • 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 Morgan Stanley EOE committed to diversifying its workforce. M\u002FF\u002FD\u002FV Version: 7\u002F10\u002F2024 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $17 and $43.27 per hour 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":713,"slug":714,"title":715,"location":10,"raw_job_location_address_addressLocality":700,"raw_hiringOrganization_logo_url":10,"raw_description":716},60455,"portfolio-management-associate-711-ms-smith-barney-llc","Portfolio Management Associate","POSITION SUMMARY Portfolio Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F teams on a daily basis. As key members of the service team, they support FAs \u002F PWAs\u002Fteam with developing financial plans and investment strategies based on client goals. 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)\u002F Private Wealth Advisor(s) (PWAs)\u002F teams, this role requires an in depth understanding of market conditions, trends and overall economic outlook. DUTIES and RESPONSIBILITIES: • At the direction of the FA\u002FPWA\u002Fteam, entering new or adjusting existing asset allocations • At the request of the client and\u002For FA\u002FPWA\u002Fteam, preparing and reviewing various client reports from firm-approved systems for existing or prospective clients • At the request of the client and\u002For FA\u002FPWA\u002Fteam, assisting with research using firm-approved systems • At the request of FA\u002FPWA\u002Fteam, participating in existing client and\u002For prospective client meetings, representing the service lens • At the direction of the client or FA\u002FPWA\u002Fteam, making updates to clients’ estate, trust, retirement, and insurance objectives • Reviewing new client prospects that are developed through leads and referrals in relation to the FA\u002FPWA\u002Fteam’s client service model • At the direction of FA\u002FPWA\u002Fteam, executing against all clerical elements of digital and in-person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity • Providing feedback and suggesting upgrades to Portfolio Management business partners on firm approved tools and resources EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience • 2+ years of 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\u002FRA) or Series 63 (AG) and Series 65 (RA) required • Additional product licenses may be required Knowledge\u002FSkills • 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 Morgan Stanley EOE committed to diversifying its workforce. M\u002FF\u002FD\u002FV Version: 7\u002F10\u002F2024 Morgan Stanley Portfolio Management (PM) Associate Job Description • 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 Morgan Stanley EOE committed to diversifying its workforce. M\u002FF\u002FD\u002FV Version: 7\u002F10\u002F2024 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $68,000 and $120,000 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":718,"slug":719,"title":61,"location":10,"raw_job_location_address_addressLocality":720,"raw_hiringOrganization_logo_url":10,"raw_description":696},60464,"registered-client-service-associate-711-ms-smith-barney-llc-13","1030 BROAD STREET",{"id":722,"slug":723,"title":108,"location":10,"raw_job_location_address_addressLocality":724,"raw_hiringOrganization_logo_url":10,"raw_description":725},60472,"client-service-associate-711-ms-smith-barney-llc-8","250 S Clinton St- NY","Job Description POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and\u002For FA\u002FPWA 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\u002For documents in a clerical capacity at the direction of the client and\u002For FA\u002FPWA Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) Supporting the FAs\u002FPWAs\u002Fteams’ marketing strategy (e.g., website maintenance) Assist FAs\u002FPWAs\u002Fteams 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\u002For other duties directed by local management ADMINISTRATIVE SUPPORT: Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs\u002FPWAs\u002Fteams 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience High School Diploma\u002FEquivalency College degree preferred Industry experience is a plus Willingness to obtain Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Knowledge\u002FSkills 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 multi-task 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $35000 to $85000 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":727,"slug":728,"title":729,"location":10,"raw_job_location_address_addressLocality":535,"raw_hiringOrganization_logo_url":10,"raw_description":730},60474,"institutional-client-specialist-associateavp-711-ms-smith-barney-llc","Institutional Client Specialist, Associate\u002FAVP","Institutional Infrastructure Solutions (IIS), a business unit within Institutional Consulting Solutions (ICS), is an integrated client service solution for institutional and family office clients. IIS supports clients in partnership with Financial Advisors, Morgan Stanley Family Office (“MSFO”), Outsourced Chief Investment Office (“OCIO”), Morgan Stanley Fund Services, Graystone Consulting and Wealth Management Operations. The Institutional Client Specialist is responsible for client service execution processes including: Client Onboarding & Maintenance, Investment Execution, Asset Aggregation, Reporting and Billing. The role centered on providing exceptional customer service to an institutional client base, with an emphasis on consistently strengthening and improving the client experience while delivering end-to-end service. Role Responsibilities Maintain institutional client relationships by delivering timely, high-quality service; process and escalate requests as needed; resolve inquiries; and ensure client records and documentation remain current. Build working knowledge of key third-party custodians to support onboarding, status inquiries, and service requests; track open items and drive timely resolution through appropriate channels Provide flexible, client-specific service solutions while adhering to firm controls, documentation standards, and escalation protocols Onboard new institutional clients by collecting, organizing, and validating required information and documentation (including complex entity structures and authorized parties); support contract creation\u002Fexecution and account setup requirements Participate in client strategy discussions; contribute to continuous improvement of service execution Complete required training to remain current on policies, procedures, and risk expectations; leverage firm resources for peer sharing and collaboration. Process alternative investment documentation (e.g., subscriptions, capital calls, distribution notices) and coordinate with fund managers, custodians, and internal partners as needed. Partner with Investment Officers and Financial Advisors to share best practices and improve service delivery. Collaborate across lines of business and operational teams to resolve client issues, ensuring clear communication, thorough documentation, and timely follow-through. Qualifications Education and\u002For Experience Bachelor’s degree preferred 3+ years of relevant industry experience preferred Active Series 7, 63, and 65 (or Series 7 and 66) required Additional product licenses may be required Alternative investments experience preferred Knowledge\u002FSkills Strong ownership mindset, accountability, and work ethic Highly organized and detail-oriented; able to prioritize effectively Strong written and verbal communication skills (business and technical) Collaborative team player with strong stakeholder management skills Solid understanding of industry products and branch procedures Knowledge of applicable compliance requirements and firm policies Advanced Microsoft Office skills (Excel, Word, Outlook, PowerPoint) Analytical capability to interpret and act on complex information Ability to perform in a fast-paced, evolving environment Demonstrated leadership and sound judgment 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $70,000 and $115,000 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":732,"slug":733,"title":9,"location":10,"raw_job_location_address_addressLocality":734,"raw_hiringOrganization_logo_url":10,"raw_description":735},60497,"client-relationship-analyst-711-ms-smith-barney-llc-4","2200 South Utica Place- OK","Job Description POSITION SUMMARY Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: • Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships • Executing money movement transactions at the request of the client and\u002For FA\u002FPWA • 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\u002For documents in aa clerical capacity at the direction of the client and\u002For FA\u002FPWA • Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) • Assist FAs\u002FPWAs\u002Fteams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems • Assist with data entry for key client needs such as new account opening and financial planning at the direction of the FAs\u002FPWAs\u002Fteams • Supporting the FAs \u002F PWAs \u002F teams’ marketing strategy (e.g., website maintenance) • Assist FAs \u002F PWAs\u002F 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\u002For other duties directed by local management ADMINISTRATIVE SUPPORT: • Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs\u002FPWAs\u002Fteams 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience • High School Diploma\u002FEquivalency • College degree preferred • Industry experience is a plus • Willingness to obtain Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Knowledge\u002FSkills • 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 multi-task • 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":737,"slug":738,"title":125,"location":10,"raw_job_location_address_addressLocality":739,"raw_hiringOrganization_logo_url":10,"raw_description":635},60498,"intern-711-ms-smith-barney-llc-15","Waco TX 510",{"id":741,"slug":742,"title":9,"location":10,"raw_job_location_address_addressLocality":734,"raw_hiringOrganization_logo_url":10,"raw_description":743},60502,"client-relationship-analyst-711-ms-smith-barney-llc-6","POSITION SUMMARY Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and\u002For FA\u002FPWA 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\u002For documents in aa clerical capacity at the direction of the client and\u002For FA\u002FPWA Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) Assist Fas\u002FPWAs\u002Fteams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems Assist with data entry for key client needs such as new account opening and financial planning at the direction of the Fas\u002FPWAs\u002Fteams Supporting the Fas \u002F PWAs \u002F teams’ marketing strategy (e.g., website maintenance) Assist Fas \u002F PWAs\u002F 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\u002For other duties directed by local management ADMINISTRATIVE SUPPORT: Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with Fas\u002FPWAs\u002Fteams 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience High School Diploma\u002FEquivalency College degree preferred Industry experience is a plus Willingness to obtain Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Knowledge\u002FSkills 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 multi-task 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":745,"slug":746,"title":125,"location":10,"raw_job_location_address_addressLocality":747,"raw_hiringOrganization_logo_url":10,"raw_description":748},60503,"intern-711-ms-smith-barney-llc-17","1747 PENNSYLVANIA AVE. NW","Responsibilities Gain industry and organizational knowledge through daily business interactions and job assignments. Develop business, financial and analytical skills needed for career in global wealth management and financial services. Provide marketing and sales support to branches and their teams. Perform market research. Gain exposure to wealth management business, products, services and clients’ financial needs. Requirements High school diploma required. In pursuit of college degree preferable. At least 18 years of age. Internships are intended to be positions that are for limited duration, with a maximum duration ten months. Strong desire to gain further understanding of the global wealth management business. Effective communication and interpersonal skills (both written and verbal) Ability to work on a team. Strong analytical skills and ability to interpret. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership\u002Funion status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M\u002FF\u002FDisability\u002FVet) 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Salary range for the position: $18.40 and $20 per hour. 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 X Vacation Days annually), 10 Paid Holidays, 401(k), and Short\u002FLong Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":750,"slug":751,"title":61,"location":10,"raw_job_location_address_addressLocality":747,"raw_hiringOrganization_logo_url":10,"raw_description":752},60505,"registered-client-service-associate-711-ms-smith-barney-llc-14","POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and\u002For FA\u002FPWA\u002Fteam 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\u002For documents in aa clerical capacity at the direction of the client and\u002For FA\u002FPWA\u002Fteam 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\u002For FA\u002FPWA\u002Fteam Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) Accept or enter unsolicited orders and\u002For enter solicited orders in a clerical capacity at the direction of the FA\u002FPWA\u002Fteam Supporting the FAs \u002F PWAs \u002F teams’ marketing strategy (e.g., website maintenance) Assist FAs \u002F PWAs\u002F 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\u002For 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 \u002F PWAs \u002F 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\u002FPWA Qualifications EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience High School Diploma\u002FEquivalency College degree preferred Active Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Two or more years of industry experience preferred Knowledge\u002FSkills 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Salary range for the position: $68,300 and $79,800 per year. 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 X Vacation Days annually), 10 Paid Holidays, 401(k), and Short\u002FLong Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":754,"slug":755,"title":108,"location":10,"raw_job_location_address_addressLocality":756,"raw_hiringOrganization_logo_url":10,"raw_description":757},60506,"client-service-associate-711-ms-smith-barney-llc-10","Wellesley MA 112","POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: • Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships • Executing money movement transactions at the request of the client and\u002For FA\u002FPWA • 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\u002For documents in a clerical capacity at the direction of the client and\u002For FA\u002FPWA • Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) • Supporting the FAs\u002FPWAs\u002Fteams’ marketing strategy (e.g., website maintenance) • Assist FAs\u002FPWAs\u002Fteams 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\u002For other duties directed by local management ADMINISTRATIVE SUPPORT: • Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs\u002FPWAs\u002Fteams 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience • High School Diploma\u002FEquivalency • College degree preferred Morgan Stanley EOE committed to diversifying its workforce. M\u002FF\u002FD\u002FV Version: 7\u002F10\u002F2024 Morgan Stanley Client Service Associate Job Description • Industry experience is a plus • Willingness to obtain Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Knowledge\u002FSkills • 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 multi-task • 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $31,200 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":759,"slug":760,"title":761,"location":10,"raw_job_location_address_addressLocality":762,"raw_hiringOrganization_logo_url":10,"raw_description":763},60510,"associate-service-manager-711-ms-smith-barney-llc-2","Associate Service Manager","MAS-West Conshohocken","The Associate Service Manager will partner with the Service Manager to help perform operational support and oversight on behalf of the Market as well as general management support functions and special projects. Operational support functions include, but are not limited to, money movement, trade support, operational approvals, and audit prep. The Associate Service Manager must have the ability to resolve problems using all available resources and escalate matters as necessary. DUTIES and RESPONSIBILITIES: LEADERSHIP: Lead the Branch in executing the organization’s strategic priorities by influencing and coaching behavioral change with a focus on consistency, quality, and compliance with Firm policies and procedures Identify Firm services and solutions that support clients’ needs including secure, digital offerings like Morgan Stanley Online, Digital Vault and Morgan Stanley Mobile including remote deposit capture features Facilitate training as the Learning Partner for new hire Service Associates Maintain strong relationships with key partners within the Branch, Market, Region and Home Office including participation in team meetings, regional and national calls Promote a branch culture that is consistent with the Firm’s core values, including championing diversity and inclusion Organize and lead meetings with Service Associate Team (SA) to advise of upcoming enhancements, policy changes, and\u002For holding trainings on Morgan Stanley systems, procedures, enhancements. Ongoing training of the Service Associates (SA) by responding to daily inquiries regarding systems, procedures and policies, performing on the spot coaching sessions when issues arise and\u002For items come up for review that were incorrectly processed, and holding one on one sessions as needed OPERATIONAL SUPPORT AND OVERSIGHT: Oversee service transaction approvals and processes (e.g., trade error supervision, money movement, document handling, cashiering, trading and account maintenance) and ensuring reporting, logs and files are maintained and actioned appropriately Oversee document handling by conducting quality assurance reviews on execution within operations area as well as the entire branch Lead select operational remediation’s within the team and ensure corrective action is taken before deadlines Facilitate resolution of client inquiries\u002Frequests In collaboration with Service Manager (SM) ensure compliance with Firm policies and procedures by overseeing the execution of regular self-audit testing. Proactive with managing Audit Readiness Program in partnership with MBSO, ME, BSOs and SAs to ensure all operational responsibilities are processed consistently across the Market and accordingly to MS policies and procedures. Participate in national calls to learn about new platform changes, policy and procedure updates, share best practices and learn about other timely updates Identify and implement process improvements to ensure teams are maximizing productivity and driving efficiencies Assist with processing of trade adjustments and responding to operational alerts Execute actionable items upon review of delegated reports and requests to meet service level expectations in a timely manner Remedy and\u002For escalate service breaks to management team OTHER: Assist with special projects (e.g., recruit onboarding support, digital engagement initiatives) Serve as a resource to Sales, Service, Risk and Home Office partners on behalf of Service Managers EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience High School Diploma\u002FEquivalency College degree preferred Active Series 7 (GS), Series 9 and Series 10 (SU), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) At least 2 years of industry experience required (5 years industry experience recommended) Demonstrated strong performance in current role for the prior 2 years, if applicable Knowledge\u002FSkills Supervisory situational decision-making skills mandatory Effective written and verbal communication skills Strong attention to detail Ability to prioritize and resolve complex needs and escalate as necessary Ability to identify issues and trends in order to anticipate change and provide comprehensive solutions and remedies Evidence of strong leadership and talent development capabilities Exceptional organizational and time management skills Exceptional conflict resolution skills Ability to manage relationships, motivate and lead groups of people at various levels throughout the Market Knowledge of Firm’s Risk & Compliance policies Ability to think strategically Reports to: Service Manager (SM) 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":765,"slug":766,"title":9,"location":10,"raw_job_location_address_addressLocality":767,"raw_hiringOrganization_logo_url":10,"raw_description":768},60513,"client-relationship-analyst-711-ms-smith-barney-llc-7","WORCESTER CENTER","POSITION SUMMARY Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: • Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships • Executing money movement transactions at the request of the client and\u002For FA\u002FPWA • 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\u002For documents in a clerical capacity at the direction of the client and\u002For FA\u002FPWA • Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) • Assist FAs\u002FPWAs\u002Fteams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems • Assist with data entry for key client needs such as new account opening and financial planning at the direction of the FAs\u002FPWAs\u002Fteams • Supporting the FAs \u002F PWAs \u002F teams’ marketing strategy (e.g., website maintenance) • Assist FAs \u002F PWAs\u002F 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\u002For other duties directed by local management ADMINISTRATIVE SUPPORT: • Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs\u002FPWAs\u002Fteams 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience • High School Diploma\u002FEquivalency • College degree preferred • Industry experience is a plus • Willingness to obtain Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Knowledge\u002FSkills • 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 multi-task • Goal oriented, self-motivated and results driven Reports to: • Business Service Officer Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership\u002Funion status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M\u002FF\u002FDisability\u002FVet). 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $15 and $43.27 per hour 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":770,"slug":771,"title":306,"location":10,"raw_job_location_address_addressLocality":767,"raw_hiringOrganization_logo_url":10,"raw_description":772},60514,"wealth-management-associate-711-ms-smith-barney-llc-3","POSITION SUMMARY: Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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)\u002F Private Wealth Advisor(s) (PWAs)\u002F teams, this role will focus on assisting in areas such as digital marketing, portfolio holdings and\u002For proposal tools and financial planning. DUTIES and RESPONSIBILITIES: Client Support: As a senior member of the service team, provide coverage for an FA\u002FPWA\u002Fteam including: Cultivating relationships with business partners and colleagues internally and externally Supporting the FA\u002FPWA\u002Fteam in enhancing new and existing client relationships by providing an exceptional client experience Assisting the FA\u002FPWA\u002Fteam 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\u002Fas needed Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and\u002For FA\u002FPWA\u002Fteam, 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\u002For 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\u002FPWA\u002Fteam 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\u002FPWA\u002Fteam, 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\u002For FA\u002FPWA\u002Fteam, 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\u002For FA\u002FPWA\u002Fteam, assisting with research using firm-approved systems Qualifications EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience At the request of FA\u002FPWA\u002Fteam, participating in existing client and\u002For prospective client meetings, representing the service lens Participating in firm initiatives (e.g., training or education programs), special projects and\u002For other duties directed by local management Knowledge\u002FSkills 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 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $68,000 and $120,000 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":59,"slug":60,"title":61,"location":10,"raw_job_location_address_addressLocality":774,"raw_hiringOrganization_logo_url":10,"raw_description":775},"9665 WILSHIRE BOULEVEARD","POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and\u002For FA\u002FPWA\u002Fteam 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\u002For documents in aa clerical capacity at the direction of the client and\u002For FA\u002FPWA\u002Fteam 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\u002For FA\u002FPWA\u002Fteam Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) Accept or enter unsolicited orders and\u002For enter solicited orders in a clerical capacity at the direction of the FA\u002FPWA\u002Fteam Supporting the FAs \u002F PWAs \u002F teams’ marketing strategy (e.g., website maintenance) Assist FAs \u002F PWAs\u002F 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\u002For 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 \u002F PWAs \u002F 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\u002FPWA Qualifications EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience High School Diploma\u002FEquivalency College degree preferred Active Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Two or more years of industry experience preferred Knowledge\u002FSkills 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 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $35,120.00 and $90,000.00 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. 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":143,"slug":144,"title":9,"location":10,"raw_job_location_address_addressLocality":578,"raw_hiringOrganization_logo_url":10,"raw_description":777},"POSITION SUMMARY Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: • Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships • Executing money movement transactions at the request of the client and\u002For FA\u002FPWA • 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\u002For documents in a clerical capacity at the direction of the client and\u002For FA\u002FPWA • Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) • Assist FAs\u002FPWAs\u002Fteams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems • Assist with data entry for key client needs such as new account opening and financial planning at the direction of the FAs\u002FPWAs\u002Fteams • Supporting the FAs \u002F PWAs \u002F teams’ marketing strategy (e.g., website maintenance) • Assist FAs \u002F PWAs\u002F 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\u002For other duties directed by local management ADMINISTRATIVE SUPPORT: • Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs\u002FPWAs\u002Fteams 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience • High School Diploma\u002FEquivalency • College degree preferred • Industry experience is a plus • Willingness to obtain Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Knowledge\u002FSkills • 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 multi-task • Goal oriented, self-motivated and results driven Reports to: • Business Service Officer Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership\u002Funion status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M\u002FF\u002FDisability\u002FVet). 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $66,500 and $78,200 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":779,"slug":780,"title":781,"location":10,"raw_job_location_address_addressLocality":578,"raw_hiringOrganization_logo_url":10,"raw_description":782},85586,"private-wealth-management-wealth-management-associate-ms-smith-barney-llc-2","Private Wealth Management Wealth Management Associate","POSITION SUMMARY: Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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)\u002F Private Wealth Advisor(s) (PWAs)\u002F teams, this role will focus on assisting in areas such as digital marketing, portfolio holdings and\u002For proposal tools and financial planning. DUTIES and RESPONSIBILITIES: Client Support: As a senior member of the service team, provide coverage for an FA\u002FPWA\u002Fteam including: Cultivating relationships with business partners and colleagues internally and externally Supporting the FA\u002FPWA\u002Fteam in enhancing new and existing client relationships by providing an exceptional client experience Assisting the FA\u002FPWA\u002Fteam 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\u002Fas needed Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and\u002For FA\u002FPWA\u002Fteam, 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\u002For 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\u002FPWA\u002Fteam 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\u002FPWA\u002Fteam, 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\u002For FA\u002FPWA\u002Fteam, 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\u002For FA\u002FPWA\u002Fteam, assisting with research using firm-approved systems Qualifications EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience At the request of FA\u002FPWA\u002Fteam, participating in existing client and\u002For prospective client meetings, representing the service lens Participating in firm initiatives (e.g., training or education programs), special projects and\u002For other duties directed by local management Knowledge\u002FSkills 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 Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership\u002Funion status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M\u002FF\u002FDisability\u002FVet) 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $90,000 and $130,000 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":214,"slug":215,"title":61,"location":10,"raw_job_location_address_addressLocality":784,"raw_hiringOrganization_logo_url":10,"raw_description":785},"5796 Armada Drive- CA","Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and\u002For FA\u002FPWA\u002Fteam 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\u002For documents in aa clerical capacity at the direction of the client and\u002For FA\u002FPWA\u002Fteam 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\u002For FA\u002FPWA\u002Fteam Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) Accept or enter unsolicited orders and\u002For enter solicited orders in a clerical capacity at the direction of the FA\u002FPWA\u002Fteam Supporting the FAs \u002F PWAs \u002F teams’ marketing strategy (e.g., website maintenance) Assist FAs \u002F PWAs\u002F 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\u002For 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 \u002F PWAs \u002F 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience High School Diploma\u002FEquivalency College degree preferred Active Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Two or more years of industry experience preferred Knowledge\u002FSkills 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $34,320.00 and $90,000.00 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":787,"slug":788,"title":789,"location":10,"raw_job_location_address_addressLocality":790,"raw_hiringOrganization_logo_url":10,"raw_description":791},85590,"service-associate-ms-smith-barney-llc","Service Associate","One Morrocroft Centre","POSITION SUMMARY Service Associates perform operational support and oversight on behalf of the Market as well as general management support functions and special projects. The role is responsible for daily functions such as document maintenance, money movement, trade support and various approvals. The Service Associate must have the ability to resolve problems using all available resources and escalate matters, as necessary. 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: OPERATIONAL SUPPORT: • Manage documents, including quality reviews for accuracy and completeness, scanning and electronic filing • Oversee and distribute incoming and outgoing mail, including opening, sorting, time stamping and distributing regular and\u002For overnight mail at multiple points throughout the day • Perform basic money movement functions such as check deposits, issuing checks and cash and securities transaction approvals • Assist with processing of trade adjustments and responding to operational alerts • Execute actionable items upon review of delegated reports and requests to meet service level expectations in a timely manner • Support the Service and Risk Management team in audit preparedness through ongoing monitoring of accounts and processes, ensuring compliance with firm policies and regulatory requirements • Remedy and\u002For escalate service breaks to management team OTHER: • Assist with special projects (e.g., recruit onboarding support) • Identify Firm services and solutions that support clients’ needs including secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile including remote deposit capture features • Maintain focus on evolving policy and platform changes, participating in training opportunities and conference calls as needed • Perform various other administrative duties on behalf of the branch (e.g., telephone coverage, ordering supplies, facilities support) • Serve as a resource to sales, service, risk and Home Office partners on behalf of Service Managers • Organize and track progress against operational remediation projects EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience • High School Diploma\u002FEquivalency • College degree preferred • Industry experience is a plus Knowledge\u002FSkills • Strong computer skills and knowledge of Microsoft Office products • Exceptional writing, interpersonal and client service skills • Detail oriented with superior organizational skills and ability to prioritize tasks • Team player with the ability to collaborate with others • Ability to work in a fast-paced, evolving environment • Willingness to obtain Series 7 (GS) and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Reports to: • Service Manager Salary range for the position: $34,320 - $90,000 \u002F 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 10 Vacation Days annually), 10 Paid Holidays, 401(k), and Short\u002FLong Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":247,"slug":248,"title":249,"location":10,"raw_job_location_address_addressLocality":793,"raw_hiringOrganization_logo_url":10,"raw_description":794},"7733 Forsyth Blvd","POSITION SUMMARY Registered Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: • Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships • Executing money movement transactions at the request of the client and\u002For FA\u002FPWA\u002Fteam • 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\u002For documents in a clerical capacity at the direction of the client and\u002For FA\u002FPWA\u002Fteam • Educating or enrolling clients in digital tools (e.g. MS Online, 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\u002For FA\u002FPWA\u002Fteam • Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) • Accept or enter unsolicited orders and\u002For enter solicited orders in a clerical capacity at the direction of the FA\u002FPWA\u002Fteam • Assists Financial Advisor(s) \u002F team in delivering against their business plan and client service model • Supporting the Financial Advisor\u002F team marketing strategy (e.g., website maintenance) • Assist FAs\u002FPWAs\u002Fteams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems • Assist with data entry for key client needs such as new account opening and financial planning at the direction of the FAs\u002FPWAs\u002Fteams • Remaining current on all policies, procedures, and new platforms • Participating in firm initiatives (e.g., training or education programs), special projects and\u002For 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 Financial Advisor \u002F teams as needed) Morgan Stanley EOE committed to diversifying its workforce. • 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience • High School Diploma\u002FEquivalency • College degree preferred • Active Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) • Two or more years of industry experience preferred Knowledge\u002FSkills • 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 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":796,"slug":797,"title":623,"location":10,"raw_job_location_address_addressLocality":798,"raw_hiringOrganization_logo_url":10,"raw_description":799},85593,"business-service-officer-ms-smith-barney-llc-10","2121 N Pearl St, Suite 500 212","The Business Service Officers (BSO) are responsible for shaping the future of service by modernizing our client experience through an elevated standard of care. The Business Service Officer (BSO) will report directly to the Market Business Service Officer (MBSO) and is responsible for the supervision, management of Support Professionals and execution of all business and service functions within the assigned branches. Additional job responsibilities include facilitating communication and training for Service Professionals, partner with Market Sales and Risk teams to ensure execution in all aspects of the business and further support the MBSO with delivering on service initiatives. DUTIES and RESPONSIBILITIES: People Management and Communication Lead the Branch in executing the organization’s strategic priorities by influencing and coaching behavioral change with a focus on consistency, quality, and compliance with Firm policies and procedures Lead, mentor, and supervise a team of Support and Service Professionals Promote cross-training, learning, development and recognition of Service and Support Professionals within the market Facilitate the interviewing, selection and onboarding of new hires, including newly recruited Financial Advisors and their Support Professionals Partner with MBSO and Human Resources regarding all aspects of people management, including annual performance reviews, performance management and conflict resolution Maintain strong relationships with key partners within the Branch, Market, Region and Home Office including participation in team meetings, regional and national calls Consistently conduct Support Professional one-on-one meetings for coaching opportunities, career goal setting, job related activities, firm opportunities and team building; this includes meeting with Advisor teams to address service needs Manage and oversee Support Professionals coverage for Financial Advisors in the Branch Identify Support Professional recognition opportunities within the market through sharing of best practices, success stories and achievements Promote a branch culture that’s consistent with the Firm’s core values, including championing diversity and inclusion Operational Oversight Operational Oversight Manages travel and entertainment expenses for Advisors as well as other firm programs to manage budget tracking and forecasting with adherence to Firm policies Facilitate and manage resolution of client inquiries\u002Frequests Morgan Stanley EOE committed to diversifying its workforce. Participate in national calls to lean about new platform changes, policy and procedure updates, share best practices and learn about other timely updates Identify and implement process improvements to ensure teams are maximizing productivity and driving efficiencies Additional operational oversight may be required Administer other duties as delegates by the Market Business Service Officer EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: EDUCATION AND\u002FOR EXPERIENCE Bachelor’s degree required or equivalent education Previous industry experience Active Series 7 (GS), Series 9 and Series 10 (SU), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) required Other licenses as required for the role or by management KNOWLEDGE AND SKILLS Effective written and verbal communication skills Strong attention to detail Ability to prioritize and resolve complex needs and escalate as necessary Ability to identify issues and trends in order to anticipate change and provide comprehensive solutions and remedies Evidence of strong leadership and talent development capabilities Previous supervisory experience preferred Exceptional organizational and time management skills Exceptional conflict resolution skills Ability to manage relationships, motivate and lead groups of people at various levels throughout the market Knowledge of Firm’s Risk & Compliance policies Ability to think strategically Reports to: • Market Business Service Officer Direct reports: • Support Professionals 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":801,"slug":802,"title":803,"location":10,"raw_job_location_address_addressLocality":804,"raw_hiringOrganization_logo_url":10,"raw_description":805},85595,"registered-client-relationship-analyst-ms-smith-barney-llc-10","Registered Client Relationship Analyst","111 SOUTH PFINGSTEN ROAD","POSITION SUMMARY Registered Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and\u002For FA\u002FPWA\u002Fteam 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\u002For documents in a clerical capacity at the direction of the client and\u002For FA\u002FPWA\u002Fteam 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\u002For FA\u002FPWA\u002Fteam Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) Accept or enter unsolicited orders and\u002For enter solicited orders in a clerical capacity at the direction of the FA\u002FPWA\u002Fteam Assists Financial Advisor(s) \u002F team in delivering against their business plan and client service model Supporting the Financial Advisor\u002F team marketing strategy (e.g, website maintenance) Assist FAs\u002FPWAs\u002Fteams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems Assist with data entry for key client needs such as new account opening and financial planning at the direction of the FAs\u002FPWAs\u002Fteams Remaining current on all policies, procedures and new platforms Participating in firm initiatives (e.g., training or education programs), special projects and\u002For 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 Financial Advisor \u002F 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience High School Diploma\u002FEquivalency College degree preferred Active Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Two or more years of industry experience preferred Knowledge\u002FSkills 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 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Salary range for the position: $35,360 - $90,000 \u002F 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 10 Vacation Days annually), 10 Paid Holidays, 401(k), and Short\u002FLong 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":807,"slug":808,"title":809,"location":10,"raw_job_location_address_addressLocality":810,"raw_hiringOrganization_logo_url":10,"raw_description":811},85596,"private-wealth-management-investment-consultant-relationship-manager-ms-smith-barney-llc","Private Wealth Management Investment Consultant - Relationship Manager","1550 Market Street","OSITION SUMMARY: The Investment Consultant - Relationship Manager on a FA\u002FPWA team is responsible for the development, maintenance, and oversight of relationships with new and existing clients. The Relationship Manager combines personal skills with all the resources of Morgan Stanley Smith Barney for the purpose of helping clients realize their financial goals. In collaboration with the Financial Advisor Team, Relationship Managers are responsible for assessing a client's circumstances and objectives to provide individualized, highly strategic Investment consulting. Relationship Managers have access to a full range of wealth building, managing, and preserving services throughout the Firm that they will offer to the clients of the Financial Advisor teams they join. DUTIES AND RESPONSIBILITIES: • Advise clients in accordance with the Team's agreed upon strategy • Analyze investment opportunities and client needs, and recommend appropriate strategies • Maintain and develop client relationships by developing strategies to meet their financial goals through the use of financial planning and wealth management • Prepare and deliver presentations\u002Fseminars to clients and prospects for business development purposes, as needed • Comply with all industry rules and regulations • Additional tasks as needed EDUCATION AND\u002FOR EXPERIENCE • Minimum of bachelor’s degree or comparable professional certification required • Active Series 7, 63 and must maintain investment adviser representative (RA) registration, where required, in their place of business state and any other state(s) where the individual maintains a physical place of business. Additional product licenses may be required •Product and state licenses must be in parallel to Financial Advisors on the Team • At least 5 year(s) of business experience and proven success in a previous career • Minimum of 5 years FINRA Registration preferred KNOWLEDGE\u002FSKILLS • Extensive knowledge around financial industry and product knowledge • Ability to communicate effectively with co-workers and clients • Excellent written and oral communication skills • Knowledge of applicable compliance rules and regulations and firm policies REPORTS TO: • Branch Manager or Associate Market Manager 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Job Posting Pay Range Salary range for the position: $68,000.00 - $120,000.00 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\u002FLong Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. The application window is expected to close 10\u002F28\u002F26, but may be extended depending on whether a candidate has been selected. 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":813,"slug":814,"title":803,"location":10,"raw_job_location_address_addressLocality":613,"raw_hiringOrganization_logo_url":10,"raw_description":815},85600,"registered-client-relationship-analyst-ms-smith-barney-llc-11","Job Description POSITION SUMMARY Registered Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: • Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships • Executing money movement transactions at the request of the client and\u002For FA\u002FPWA\u002Fteam • 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\u002For documents in a clerical capacity at the direction of the client and\u002For FA\u002FPWA\u002Fteam • Educating or enrolling clients in digital tools (e.g. MS Online, 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\u002For FA\u002FPWA\u002Fteam • Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) • Accept or enter unsolicited orders and\u002For enter solicited orders in a clerical capacity at the direction of the FA\u002FPWA\u002Fteam • Assists Financial Advisor(s) \u002F team in delivering against their business plan and client service model • Supporting the Financial Advisor\u002F team marketing strategy (e.g., website maintenance) • Assist FAs\u002FPWAs\u002Fteams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems • Assist with data entry for key client needs such as new account opening and financial planning at the direction of the FAs\u002FPWAs\u002Fteams • Remaining current on all policies, procedures, and new platforms • Participating in firm initiatives (e.g., training or education programs), special projects and\u002For 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 Financial Advisor \u002F teams as needed) Morgan Stanley EOE committed to diversifying its workforce. • 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience • High School Diploma\u002FEquivalency • College degree preferred • Active Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) • Two or more years of industry experience preferred Knowledge\u002FSkills • 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $33,113 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":817,"slug":818,"title":9,"location":10,"raw_job_location_address_addressLocality":819,"raw_hiringOrganization_logo_url":10,"raw_description":820},85604,"client-relationship-analyst-ms-smith-barney-llc-19","Glens Falls NY 86","POSITION SUMMARY Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: • Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships • Executing money movement transactions at the request of the client and\u002For FA\u002FPWA • 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\u002For documents in a clerical capacity at the direction of the client and\u002For FA\u002FPWA • Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) • Assist FAs\u002FPWAs\u002Fteams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems • Assist with data entry for key client needs such as new account opening and financial planning at the direction of the FAs\u002FPWAs\u002Fteams • Supporting the FAs \u002F PWAs \u002F teams’ marketing strategy (e.g., website maintenance) • Assist FAs \u002F PWAs\u002F 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\u002For other duties directed by local management ADMINISTRATIVE SUPPORT: • Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs\u002FPWAs\u002Fteams 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience • High School Diploma\u002FEquivalency • College degree preferred • Industry experience is a plus • Willingness to obtain Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Knowledge\u002FSkills • 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 multi-task • Goal oriented, self-motivated and results driven Reports to: • Business Service Officer Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership\u002Funion status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M\u002FF\u002FDisability\u002FVet). 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $16 and $43.27 per hour 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":822,"slug":823,"title":108,"location":10,"raw_job_location_address_addressLocality":824,"raw_hiringOrganization_logo_url":10,"raw_description":825},85605,"client-service-associate-ms-smith-barney-llc-34","ONE FAWCETT PLACE","POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: • Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships • Executing money movement transactions at the request of the client and\u002For FA\u002FPWA • 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\u002For documents in a clerical capacity at the direction of the client and\u002For FA\u002FPWA • Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) • Supporting the FAs\u002FPWAs\u002Fteams’ marketing strategy (e.g., website maintenance) • Assist FAs\u002FPWAs\u002Fteams 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\u002For other duties directed by local management ADMINISTRATIVE SUPPORT: • Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs\u002FPWAs\u002Fteams 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience • High School Diploma\u002FEquivalency • College degree preferred Morgan Stanley EOE committed to diversifying its workforce. M\u002FF\u002FD\u002FV Version: 7\u002F10\u002F2024 Morgan Stanley Client Service Associate Job Description • Industry experience is a plus • Willingness to obtain Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Knowledge\u002FSkills • 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 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Salary range for the position: $35,360 and $61,200 per year. 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 X Vacation Days annually), 10 Paid Holidays, 401(k), and Short\u002FLong Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":827,"slug":828,"title":125,"location":10,"raw_job_location_address_addressLocality":829,"raw_hiringOrganization_logo_url":10,"raw_description":614},85606,"intern-ms-smith-barney-llc-47","Hauppauge NY 888",{"id":831,"slug":832,"title":803,"location":10,"raw_job_location_address_addressLocality":833,"raw_hiringOrganization_logo_url":10,"raw_description":834},85609,"registered-client-relationship-analyst-ms-smith-barney-llc-12","800 East 96th St- IN","POSITION SUMMARY Registered Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and\u002For FA\u002FPWA\u002Fteam 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\u002For documents in a clerical capacity at the direction of the client and\u002For FA\u002FPWA\u002Fteam 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\u002For FA\u002FPWA\u002Fteam Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) Accept or enter unsolicited orders and\u002For enter solicited orders in a clerical capacity at the direction of the FA\u002FPWA\u002Fteam Assists Financial Advisor(s) \u002F team in delivering against their business plan and client service model Supporting the Financial Advisor\u002F team marketing strategy (e.g, website maintenance) Assist FAs\u002FPWAs\u002Fteams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems Assist with data entry for key client needs such as new account opening and financial planning at the direction of the FAs\u002FPWAs\u002Fteams Remaining current on all policies, procedures and new platforms Participating in firm initiatives (e.g., training or education programs), special projects and\u002For other duties directed by local management ADMINISTRATIVE SUPPORT: Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with Fas\u002FPWAs\u002Fteams 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience High School Diploma\u002FEquivalency College degree preferred Active Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Two or more years of industry experience preferred Knowledge\u002FSkills 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 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":7,"slug":8,"title":9,"location":10,"raw_job_location_address_addressLocality":836,"raw_hiringOrganization_logo_url":10,"raw_description":837},"130 EAST SENACA STREET","Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and\u002For FA\u002FPWA 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\u002For documents in aa clerical capacity at the direction of the client and\u002For FA\u002FPWA Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) Assist FAs\u002FPWAs\u002Fteams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems Assist with data entry for key client needs such as new account opening and financial planning at the direction of the FAs\u002FPWAs\u002Fteams Supporting the FAs \u002F PWAs \u002F teams’ marketing strategy (e.g., website maintenance) Assist FAs \u002F PWAs\u002F teams in delivering against their business plan and client service model Remaining current on all policies, procedures and new platform Participating in firm initiatives (e.g., training or education programs), special projects and\u002For other duties directed by local management ADMINISTRATIVE SUPPORT: Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs\u002FPWAs\u002Fteams 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience High School Diploma\u002FEquivalency College degree preferred Industry experience is a plus Willingness to obtain Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Knowledge\u002FSkills 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 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $35,360 and $90,0000 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":839,"slug":840,"title":125,"location":10,"raw_job_location_address_addressLocality":841,"raw_hiringOrganization_logo_url":10,"raw_description":614},85611,"intern-ms-smith-barney-llc-48","2 Jericho Plz- NY",{"id":843,"slug":844,"title":61,"location":10,"raw_job_location_address_addressLocality":845,"raw_hiringOrganization_logo_url":10,"raw_description":846},85612,"registered-client-service-associate-ms-smith-barney-llc-24","1200 Lenox Drive","POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: • Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships • Executing money movement transactions at the request of the client and\u002For FA\u002FPWA\u002Fteam • 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\u002For documents in aa clerical capacity at the direction of the client and\u002For FA\u002FPWA\u002Fteam • 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\u002For FA\u002FPWA\u002Fteam • Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) • Accept or enter unsolicited orders and\u002For enter solicited orders in a clerical capacity at the direction of the FA\u002FPWA\u002Fteam • Supporting the FAs \u002F PWAs \u002F teams’ marketing strategy (e.g., website maintenance) • Assist FAs \u002F PWAs\u002F 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\u002For 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 \u002F PWAs \u002F 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience • High School Diploma\u002FEquivalency • College degree preferred • Active Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) • Two or more years of industry experience preferred Knowledge\u002FSkills • 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 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Salary range for the position: $33,113 and $90,000 per year. 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 X Vacation Days annually), 10 Paid Holidays, 401(k), and Short\u002FLong Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":848,"slug":849,"title":61,"location":10,"raw_job_location_address_addressLocality":845,"raw_hiringOrganization_logo_url":10,"raw_description":846},85613,"registered-client-service-associate-ms-smith-barney-llc-25",{"id":233,"slug":234,"title":235,"location":10,"raw_job_location_address_addressLocality":851,"raw_hiringOrganization_logo_url":10,"raw_description":852},"Los Angeles 1999 A of S","POSITION SUMMARY Senior Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and\u002For FA\u002FPWA\u002Fteam 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\u002For documents in aa clerical capacity at the direction of the client and\u002For FA\u002FPWA\u002Fteam 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\u002For FA\u002FPWA\u002Fteam Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) Accept or enter unsolicited orders and\u002For enter solicited orders in a clerical capacity at the direction of the FA\u002FPWA\u002Fteam Supporting the FAs \u002F PWAs \u002F teams’ marketing strategy (e.g., website maintenance) Assist FAs \u002F PWAs\u002F 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\u002For 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 \u002F PWAs \u002F 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 Morgan Stanley EOE committed to diversifying its workforce. Preparing and submitting expense reports for processing at the direction of the FA\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: High School Diploma\u002FEquivalency College degree preferred Active Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) At least 5 years of industry experience required Demonstrated strong performance in current role for the prior 2 years, if applicable Knowledge\u002FSkills 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 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $35,120.00 and $90,000.00 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. 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":266,"slug":267,"title":61,"location":10,"raw_job_location_address_addressLocality":854,"raw_hiringOrganization_logo_url":10,"raw_description":855},"741 Boston Post Rd- CT","POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: • Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships • Executing money movement transactions at the request of the client and\u002For FA\u002FPWA\u002Fteam • 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\u002For documents in aa clerical capacity at the direction of the client and\u002For FA\u002FPWA\u002Fteam • 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\u002For FA\u002FPWA\u002Fteam • Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) • Accept or enter unsolicited orders and\u002For enter solicited orders in a clerical capacity at the direction of the FA\u002FPWA\u002Fteam • Supporting the FAs \u002F PWAs \u002F teams’ marketing strategy (e.g., website maintenance) • Assist FAs \u002F PWAs\u002F 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\u002For 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 \u002F PWAs \u002F 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience • High School Diploma\u002FEquivalency • College degree preferred • Active Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) • Two or more years of industry experience preferred Knowledge\u002FSkills • 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 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Registered Client Service Associates located in Connecticut receive an annual salary ranging from $24,960 to $83,000. In addition, Registered Client Service Associates receive overtime pay for all time worked in excess of 40 hours in a workweek, calculated by multiplying the employee’s regular hourly rate of pay by one-and-a-half. Morgan Stanley also 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, Parental Leave and Vacation), Holidays, 401(k), and Short\u002FLong Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about the firm’s 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":281,"slug":282,"title":61,"location":10,"raw_job_location_address_addressLocality":854,"raw_hiringOrganization_logo_url":10,"raw_description":855},{"id":858,"slug":859,"title":235,"location":10,"raw_job_location_address_addressLocality":860,"raw_hiringOrganization_logo_url":10,"raw_description":861},85626,"private-wealth-management-senior-registered-client-service-associate-ms-smith-barney-llc-2","1691 MICHIGAN AVENUE","POSITION SUMMARY Senior Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and\u002For FA\u002FPWA\u002Fteam 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\u002For documents in aa clerical capacity at the direction of the client and\u002For FA\u002FPWA\u002Fteam 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\u002For FA\u002FPWA\u002Fteam Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) Accept or enter unsolicited orders and\u002For enter solicited orders in a clerical capacity at the direction of the FA\u002FPWA\u002Fteam Supporting the FAs \u002F PWAs \u002F teams’ marketing strategy (e.g., website maintenance) Assist FAs \u002F PWAs\u002F 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\u002For 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 \u002F PWAs \u002F 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 Morgan Stanley EOE committed to diversifying its workforce. Preparing and submitting expense reports for processing at the direction of the FA\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: High School Diploma\u002FEquivalency College degree preferred Active Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) At least 5 years of industry experience required Demonstrated strong performance in current role for the prior 2 years, if applicable Knowledge\u002FSkills 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 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":863,"slug":864,"title":865,"location":10,"raw_job_location_address_addressLocality":866,"raw_hiringOrganization_logo_url":10,"raw_description":867},85627,"client-service-associate-fars-ms-smith-barney-llc-2","Client Service Associate FARS","Middleton (Danvers Cmplx)","POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: • Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships • Executing money movement transactions at the request of the client and\u002For FA\u002FPWA • 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\u002For documents in a clerical capacity at the direction of the client and\u002For FA\u002FPWA • Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) • Supporting the FAs\u002FPWAs\u002Fteams’ marketing strategy (e.g., website maintenance) • Assist FAs\u002FPWAs\u002Fteams 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\u002For other duties directed by local management ADMINISTRATIVE SUPPORT: • Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs\u002FPWAs\u002Fteams 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience • High School Diploma\u002FEquivalency • College degree preferred • Industry experience is a plus • Willingness to obtain Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Knowledge\u002FSkills • 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 multi-task • 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $31,200 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":157,"slug":158,"title":125,"location":10,"raw_job_location_address_addressLocality":869,"raw_hiringOrganization_logo_url":10,"raw_description":870},"Morristown NJ 340","Responsibilities: Gain industry and organizational knowledge through daily business interactions and job assignments. Develop business, financial and analytical skills needed for career in global wealth management and financial services. Provide marketing and sales support to branches and their teams. Perform market research. Gain exposure to wealth management business, products, services and clients’ financial needs. Requirements: High school diploma required. In pursuit of college degree preferable. At least 18 years of age. Internships are intended to be positions that are for limited duration, with a maximum duration ten months. Strong desire to gain further understanding of the global wealth management business. Effective communication and interpersonal skills (both written and verbal) Ability to work on a team. Strong analytical skills and ability to interpret. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership\u002Funion status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M\u002FF\u002FDisability\u002FVet). 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Salary range for the position: $16.00 and $16.00 per hour. 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 X Vacation Days annually), 10 Paid Holidays, 401(k), and Short\u002FLong Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":292,"slug":293,"title":61,"location":10,"raw_job_location_address_addressLocality":872,"raw_hiringOrganization_logo_url":10,"raw_description":855},"545 LONG WHARF DRIVE",{"id":874,"slug":875,"title":108,"location":10,"raw_job_location_address_addressLocality":655,"raw_hiringOrganization_logo_url":10,"raw_description":876},85653,"client-service-associate-ms-smith-barney-llc-35","Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and\u002For FA\u002FPWA 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\u002For documents in a clerical capacity at the direction of the client and\u002For FA\u002FPWA Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) Supporting the FAs\u002FPWAs\u002Fteams’ marketing strategy (e.g., website maintenance) Assist FAs\u002FPWAs\u002Fteams 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\u002For other duties directed by local management ADMINISTRATIVE SUPPORT: Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs\u002FPWAs\u002Fteams 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience High School Diploma\u002FEquivalency College degree preferred Industry experience is a plus Willingness to obtain Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Knowledge\u002FSkills 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 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":878,"slug":879,"title":61,"location":10,"raw_job_location_address_addressLocality":655,"raw_hiringOrganization_logo_url":10,"raw_description":880},85669,"registered-client-service-associate-ms-smith-barney-llc-29","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\u002For 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\u002Fmonthly field service professional and\u002For 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\u002For Experience Active Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Two or more years of industry experience preferred High School Diploma\u002FEquivalency College degree preferred Knowledge\u002FSkills 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $35,360 - $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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":78,"slug":79,"title":80,"location":10,"raw_job_location_address_addressLocality":83,"raw_hiringOrganization_logo_url":10,"raw_description":882},"Job Description Group Directors provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F teams on a daily basis. The Group Director is a senior service level position for a Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F teams who is responsible for helping to shape the vision of client service model and business management by defining clear roles and responsibilities for each team member and by overseeing daily business operati ons. This industry professional leads the development, implementation, and management of all elements of the team’s client service model. DUTIES and RESPONSIBILITIES Cultivating relationships with business partners and colleagues internally and externally Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships through an exceptional client experience Plays a leadership role in assisting the FA\u002FPWA\u002Fteam in developing and delivering against their client service model, including preparing for regular meetings as well as tracking follow-ups At the direction of the client and\u002For FA\u002FPWA\u002Fteam, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients At the request of FA\u002FPWA\u002Fteam, participating in existing client and\u002For prospective client meetings, representing the service lens Focusing with the FA\u002FPWA\u002Fteam and other business partners to optimize business practice efficiencies Oversee team Support Professionals to ensure alignment on team priorities and business goals Serve as a coordinator for business matters related to the team, ensuring that they are directed to the appropriate contact, addressed properly, efficiently and judiciously, and track progress until resolved Works in conjunction with the Business Service Officer (BSO) to oversee such team responsibilities as interviewing Support Professional candidates for hire, training team members and offering input on staff performance Oversees the development and implementation of strategies to execute Financial Advisor \u002F Private Wealth Advisor business plans , which may include performance tracking and managing the support staff’s monthly compensation Works with the Market Business Service Officer and\u002For the Business Service Officer to promote and execute firm initiatives, projects, and remediations with team members Manage team client communications strategy EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS Education and\u002For Experience 10+ years of work experience in a field relevant to the position required Advanced degree or professional certification or industry experience required Active Series 7 (GS) and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) required Willingness to obtain additional licenses and\u002For designations as required Knowledge\u002FSkills 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 and\u002For Market 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $68,000 and $120,000 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":202,"slug":203,"title":61,"location":10,"raw_job_location_address_addressLocality":884,"raw_hiringOrganization_logo_url":10,"raw_description":885},"660 NEWPORT CENTER DR.","Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and\u002For FA\u002FPWA\u002Fteam 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\u002For documents in aa clerical capacity at the direction of the client and\u002For FA\u002FPWA\u002Fteam 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\u002For FA\u002FPWA\u002Fteam Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) Accept or enter unsolicited orders and\u002For enter solicited orders in a clerical capacity at the direction of the FA\u002FPWA\u002Fteam Supporting the FAs \u002F PWAs \u002F teams’ marketing strategy (e.g., website maintenance) Assist FAs \u002F PWAs\u002F 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\u002For 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 \u002F PWAs \u002F 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience High School Diploma\u002FEquivalency College degree preferred Active Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Two or more years of industry experience preferred Knowledge\u002FSkills 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 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $72,200.00 and $90,000.00 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":887,"slug":888,"title":61,"location":10,"raw_job_location_address_addressLocality":889,"raw_hiringOrganization_logo_url":10,"raw_description":890},85678,"registered-client-service-associate-ms-smith-barney-llc-31","55 S Lake Ave - CA","Registered Client Service Associates provide exceptional service to our clients and supports Financial Advisor(s) (FAs) 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for an FA team including: Supporting the FA team in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and\u002For FA 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\u002For documents in aa clerical capacity at the direction of the client and\u002For FA 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\u002For FA team Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) Accept or enter unsolicited orders and\u002For enter solicited orders in a clerical capacity at the direction of the FA team Supporting the FAs teams’ marketing strategy (e.g., website maintenance) Assist FAs 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\u002For 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 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 EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience High School Diploma\u002FEquivalency College degree preferred Active Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Two or more years of industry experience preferred Knowledge\u002FSkills 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 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $35,152 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":892,"slug":893,"title":125,"location":10,"raw_job_location_address_addressLocality":685,"raw_hiringOrganization_logo_url":10,"raw_description":894},85679,"intern-ms-smith-barney-llc-51","Responsibilities: Gain industry and organizational knowledge through daily business interactions and job assignments. Develop business, financial and analytical skills needed for career in global wealth management and financial services. Provide marketing and sales support to branches and their teams. Perform market research. Gain exposure to wealth management business, products, services and clients’ financial needs. Requirements: High school diploma required. In pursuit of college degree preferable. At least 18 years of age. Internships are intended to be positions that are for limited duration, with a maximum duration ten months. Strong desire to gain further understanding of the global wealth management business. Effective communication and interpersonal skills (both written and verbal) Ability to work on a team. Strong analytical skills and ability to interpret. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership\u002Funion status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M\u002FF\u002FDisability\u002FVet). 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $17.00 and $17.00 per hour 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":321,"slug":322,"title":125,"location":10,"raw_job_location_address_addressLocality":896,"raw_hiringOrganization_logo_url":10,"raw_description":897},"1 LIBERTY PLACE-1650 MARKET","Responsibilities: Gain industry and organizational knowledge through daily business interactions and job assignments. Develop business, financial and analytical skills needed for career in global wealth management and financial services. Provide marketing and sales support to branches and their teams. Perform market research. Gain exposure to wealth management business, products, services and clients’ financial needs. Requirements: High school diploma required. In pursuit of college degree preferable. At least 18 years of age. Internships are intended to be positions that are for limited duration, with a maximum duration ten months. Strong desire to gain further understanding of the global wealth management business. Effective communication and interpersonal skills (both written and verbal) Ability to work on a team. Strong analytical skills and ability to interpret. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership\u002Funion status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M\u002FF\u002FDisability\u002FVet). 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":899,"slug":900,"title":108,"location":10,"raw_job_location_address_addressLocality":901,"raw_hiringOrganization_logo_url":10,"raw_description":902},85681,"client-service-associate-ms-smith-barney-llc-36","2398 E. CAMELBACK RD","Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and\u002For FA\u002FPWA 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\u002For documents in a clerical capacity at the direction of the client and\u002For FA\u002FPWA Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) Supporting the FAs\u002FPWAs\u002Fteams’ marketing strategy (e.g., website maintenance) Assist FAs\u002FPWAs\u002Fteams 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\u002For other duties directed by local management ADMINISTRATIVE SUPPORT: Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs\u002FPWAs\u002Fteams 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: High School Diploma\u002FEquivalency College degree preferred Industry experience is a plus Willingness to obtain Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Knowledge\u002FSkills 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 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":335,"slug":336,"title":125,"location":10,"raw_job_location_address_addressLocality":904,"raw_hiringOrganization_logo_url":10,"raw_description":905},"1 PPG Pl- PA","Job Description Responsibilities: Gain industry and organizational knowledge through daily business interactions and job assignments. Develop business, financial and analytical skills needed for career in global wealth management and financial services. Provide marketing and sales support to branches and their teams. Perform market research. Gain exposure to wealth management business, products, services and clients’ financial needs. Requirements: High school diploma required. In pursuit of college degree preferable. At least 18 years of age. Internships are intended to be positions that are for limited duration, with a maximum duration ten months. Strong desire to gain further understanding of the global wealth management business. Effective communication and interpersonal skills (both written and verbal) Ability to work on a team. Strong analytical skills and ability to interpret. 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":907,"slug":908,"title":61,"location":10,"raw_job_location_address_addressLocality":909,"raw_hiringOrganization_logo_url":10,"raw_description":910},85683,"registered-client-service-associate-ms-smith-barney-llc-32","2678 South Road","Registered Client Service Associates (RCSAs) 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\u002For 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\u002Fmonthly field service professional and\u002For 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\u002For Experience Active Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Two or more years of industry experience preferred High School Diploma\u002FEquivalency College degree preferred Knowledge\u002FSkills 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":347,"slug":348,"title":125,"location":10,"raw_job_location_address_addressLocality":912,"raw_hiringOrganization_logo_url":10,"raw_description":913},"50 A1A North- FL","Job Description Responsibilities Gain industry and organizational knowledge through daily business interactions and job assignments. Develop business, financial and analytical skills needed for career in global wealth management and financial services. Provide marketing and sales support to branches and their teams. Perform market research. Gain exposure to wealth management business, products, services and clients’ financial needs. Requirements High school diploma required. In pursuit of college degree preferable. At least 18 years of age. Internships are intended to be positions that are for limited duration, with a maximum duration ten months. Strong desire to gain further understanding of the global wealth management business. Effective communication and interpersonal skills (both written and verbal) Ability to work on a team. Strong analytical skills and ability to interpret. 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":915,"slug":916,"title":917,"location":10,"raw_job_location_address_addressLocality":918,"raw_hiringOrganization_logo_url":10,"raw_description":919},85686,"private-wealth-management-associate-ms-smith-barney-llc","Private Wealth Management Associate","6037 La Flecha","Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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)\u002F Private Wealth Advisor(s) (PWAs)\u002F teams, this role will focus on assisting in areas such as digital marketing, portfolio holdings and\u002For proposal tools and financial planning. DUTIES and RESPONSIBILITIES: Client Service: As a senior member of the service team, provide coverage for an FA\u002FPWA\u002Fteam including: • Cultivating relationships with business partners and colleagues internally and externally • Supporting the FA\u002FPWA\u002Fteam in enhancing new and existing client relationships by providing an exceptional client experience • Assisting the FA\u002FPWA\u002Fteam 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\u002Fas needed • Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and\u002For FA\u002FPWA\u002Fteam, 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\u002For 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\u002FPWA\u002Fteam 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\u002FPWA\u002Fteam, 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\u002For FA\u002FPWA\u002Fteam, 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\u002For FA\u002FPWA\u002Fteam, assisting with research using firm-approved systems • At the request of FA\u002FPWA\u002Fteam, participating in existing client and\u002For prospective client meetings, representing the service lens • Participating in firm initiatives (e.g., training or education programs), special projects and\u002For other duties directed by local management EDUCATION, EXPERIENCE, KNOWLEDGE and SKILLS: Education and\u002For 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\u002FRA) or Series 63 (AG) and Series 65 (RA) required • Additional product licenses may be required Knowledge\u002FSkills: • 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 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $68,000 and $120,000 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":921,"slug":922,"title":125,"location":10,"raw_job_location_address_addressLocality":923,"raw_hiringOrganization_logo_url":10,"raw_description":924},85687,"intern-ms-smith-barney-llc-55","20 Linden Pl- NJ","Responsibilities: Gain industry and organizational knowledge through daily business interactions and job assignments. Develop business, financial and analytical skills needed for career in global wealth management and financial services. Provide marketing and sales support to branches and their teams. Perform market research. Gain exposure to wealth management business, products, services and clients’ financial needs. Requirements: High school diploma required. In pursuit of college degree preferable. At least 18 years of age. Internships are intended to be positions that are for limited duration, with a maximum duration ten months. Strong desire to gain further understanding of the global wealth management business. Effective communication and interpersonal skills (both written and verbal) Ability to work on a team. Strong analytical skills and ability to interpret. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership\u002Funion status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M\u002FF\u002FDisability\u002FVet). 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Salary range for the position: $16.00 and $16.00 per year. 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 X Vacation Days annually), 10 Paid Holidays, 401(k), and Short\u002FLong Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":123,"slug":124,"title":125,"location":10,"raw_job_location_address_addressLocality":923,"raw_hiringOrganization_logo_url":10,"raw_description":926},"Responsibilities: Gain industry and organizational knowledge through daily business interactions and job assignments. Develop business, financial and analytical skills needed for career in global wealth management and financial services. Provide marketing and sales support to branches and their teams. Perform market research. Gain exposure to wealth management business, products, services and clients’ financial needs. Requirements: High school diploma required. In pursuit of college degree preferable. At least 18 years of age. Internships are intended to be positions that are for limited duration, with a maximum duration ten months. Strong desire to gain further understanding of the global wealth management business. Effective communication and interpersonal skills (both written and verbal) Ability to work on a team. Strong analytical skills and ability to interpret. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership\u002Funion status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M\u002FF\u002FDisability\u002FVet). 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Salary range for the position: $20.00 and $20.00 per hour. 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 X Vacation Days annually), 10 Paid Holidays, 401(k), and Short\u002FLong Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":928,"slug":929,"title":125,"location":10,"raw_job_location_address_addressLocality":930,"raw_hiringOrganization_logo_url":10,"raw_description":931},85690,"intern-ms-smith-barney-llc-57","14 SECOND STREET SW","Responsibilities: Gain industry and organizational knowledge through daily business interactions and job assignments. Develop business, financial and analytical skills needed for career in global wealth management and financial services. Provide marketing and sales support to branches and their teams. Perform market research. Gain exposure to wealth management business, products, services and clients’ financial needs. Requirements: High school diploma required. In pursuit of college degree preferable. At least 18 years of age. Internships are intended to be positions that are for limited duration, with a maximum duration ten months. Strong desire to gain further understanding of the global wealth management business. Effective communication and interpersonal skills (both written and verbal) Ability to work on a team. Strong analytical skills and ability to interpret. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership\u002Funion status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M\u002FF\u002FDisability\u002FVet). 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Salary range for the position: $20.00 - $20.00\u002Fhour. 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 0 Vacation Days annually), 10 Paid Holidays, 401(k), and Short\u002FLong Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":933,"slug":934,"title":125,"location":10,"raw_job_location_address_addressLocality":935,"raw_hiringOrganization_logo_url":10,"raw_description":936},85691,"intern-ms-smith-barney-llc-58","1478 Stone Point Dr Suite 500- CA","Responsibilities Gain industry and organizational knowledge through daily business interactions and job assignments. Develop business, financial and analytical skills needed for career in global wealth management and financial services. Provide marketing and sales support to branches and their teams. Perform market research. Gain exposure to wealth management business, products, services and clients’ financial needs. Requirements High school diploma required. In pursuit of college degree preferable. At least 18 years of age. Internships are intended to be positions that are for limited duration, with a maximum duration ten months. Strong desire to gain further understanding of the global wealth management business. Effective communication and interpersonal skills (both written and verbal) Ability to work on a team. Strong analytical skills and ability to interpret. 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be $25.00 - $25.00\u002FHR per hour 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":938,"slug":939,"title":125,"location":10,"raw_job_location_address_addressLocality":940,"raw_hiringOrganization_logo_url":10,"raw_description":941},85693,"intern-ms-smith-barney-llc-59","San Francisco. CA","Job Description Job Description Responsibilities: Gain industry and organizational knowledge through daily business interactions and job assignments. Develop business, financial and analytical skills needed for career in global wealth management and financial services. Provide marketing and sales support to branches and their teams. Perform market research. Gain exposure to wealth management business, products, services and clients financial needs. Requirements: High school diploma required. In pursuit of college degree preferable. At least 18 years of age. Internships are intended to be positions that are for limited duration, with a maximum duration ten months. Strong desire to gain further understanding of the global wealth management business. Effective communication and interpersonal skills (both written and verbal) Ability to work on a team. Strong analytical skills and ability to interpret. Morgan Stanley EOE committed to diversifying its workforce. M\u002FF\u002FD\u002FV. 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $25.00 - $25.00 per hour 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":943,"slug":944,"title":61,"location":10,"raw_job_location_address_addressLocality":945,"raw_hiringOrganization_logo_url":10,"raw_description":946},85695,"registered-client-service-associate-ms-smith-barney-llc-33","San Francisco","Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and\u002For FA\u002FPWA\u002Fteam 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\u002For documents in aa clerical capacity at the direction of the client and\u002For FA\u002FPWA\u002Fteam 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\u002For FA\u002FPWA\u002Fteam Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) Accept or enter unsolicited orders and\u002For enter solicited orders in a clerical capacity at the direction of the FA\u002FPWA\u002Fteam Supporting the FAs \u002F PWAs \u002F teams’ marketing strategy (e.g., website maintenance) Assist FAs \u002F PWAs\u002F 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\u002For 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 \u002F PWAs \u002F 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience High School Diploma\u002FEquivalency College degree preferred Active Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Two or more years of industry experience preferred Knowledge\u002FSkills 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 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $72,200 and $85,000 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":948,"slug":949,"title":306,"location":10,"raw_job_location_address_addressLocality":945,"raw_hiringOrganization_logo_url":10,"raw_description":950},85696,"wealth-management-associate-ms-smith-barney-llc-13","Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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)\u002F Private Wealth Advisor(s) (PWAs)\u002F teams, this role will focus on assisting in areas such as digital marketing, portfolio holdings and\u002For proposal tools and financial planning. DUTIES and RESPONSIBILITIES: Client Service: As a senior member of the service team, provide coverage for an FA\u002FPWA\u002Fteam including: Cultivating relationships with business partners and colleagues internally and externally Supporting the FA\u002FPWA\u002Fteam in enhancing new and existing client relationships by providing an exceptional client experience Assisting the FA\u002FPWA\u002Fteam 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\u002Fas needed Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and\u002For FA\u002FPWA\u002Fteam, 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\u002For 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\u002FPWA\u002Fteam 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\u002FPWA\u002Fteam, 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\u002For FA\u002FPWA\u002Fteam, 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\u002For FA\u002FPWA\u002Fteam, assisting with research using firm-approved systems At the request of FA\u002FPWA\u002Fteam, participating in existing client and\u002For prospective client meetings, representing the service lens Participating in firm initiatives (e.g., training or education programs), special projects and\u002For other duties directed by local management EDUCATION, EXPERIENCE, KNOWLEDGE and SKILLS: Education and\u002For 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\u002FRA) or Series 63 (AG) and Series 65 (RA) required Additional product licenses may be required Knowledge\u002FSkills 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $94,000 and $105,000 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":952,"slug":953,"title":954,"location":10,"raw_job_location_address_addressLocality":945,"raw_hiringOrganization_logo_url":10,"raw_description":955},85697,"business-development-director-ms-smith-barney-llc","Business Development Director","Business Development Directors provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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)\u002F Private Wealth Advisor(s) (PWAs)\u002F teams, this role will lead all areas of service level business development including digital marketing, portfolio holdings and\u002For proposal tools and financial planning. DUTIES and RESPONSIBILITIES: • Cultivating relationships with business partners and colleagues internally and externally • Supporting the FA\u002FPWA\u002Fteam in enhancing new and existing client relationships through an exceptional client experience • Assisting the FA\u002FPWA\u002Fteam in developing and delivering against their client service model, including preparing for regular meetings as well as tracking follow-ups • Assisting the FA\u002FPWA\u002Fteam in developing and executing against their business plan and strategies to support it, partnering closely with other market stakeholders such as Practice Strategy Consultants, Business Development Managers and Branch Management • Proactively identifying business development and client segmentation opportunities using firmapproved systems (e.g., leveraging internal tools like Next Best Action and Analytics Hub) and share with FA\u002FPWA team to gather feedback and take direction on any next steps • At the direction of FA\u002FPWA\u002Fteam, executing against all clerical elements of digital and in-person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity • At the direction of the client and\u002For FA\u002FPWA\u002Fteam, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients • At the direction of the client and\u002For FA\u002FPWA\u002Fteam, assisting with research using firm-approved systems • At the request of FA\u002FPWA\u002Fteam, participating in existing client and\u002For prospective client meetings, representing the service lens • Focusing with the FA\u002FPWA\u002Fteam and other business partners to optimize business practice efficiencies • If the FA\u002FPWA\u002Fteam are engaged with corporate relationships, may be supporting clerical activities such as disseminating trading window information, assisting with employee stock purchase plan (ESPP) allocations, preparing disqualifying disposition reporting and performing various reconciliation and\u002For reporting functions as examples using firm-approved systems at the request of the FA\u002FPWA\u002Fteam. • Participating in firm initiatives (e.g., training or education programs), special projects and\u002For other duties directed by local management • Remaining current on all policies, procedures and new platforms EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience • 10+ years of work experience in a field relevant to the position required • Advanced degree or professional certification or prior industry experience required • Active Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) required • Additional product licenses may be required Knowledge\u002FSkills • 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: • Market Business Service Officer and\u002For 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $111,300.00 and $125,900.00 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":957,"slug":958,"title":959,"location":10,"raw_job_location_address_addressLocality":945,"raw_hiringOrganization_logo_url":10,"raw_description":960},85698,"director-of-business-strategy-ms-smith-barney-llc","Director of Business Strategy","Directors of Business Strategy provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F teams on a daily basis. The Director of Business Strategy is a senior service level position for a Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F teams who is responsible for enhancing and maintaining deep relationships with new and existing clients. This industry professional leads the development, implementation, and management of the team’s overall business strategy. DUTIES and RESPONSIBILITIES: • Cultivating relationships with business partners and colleagues internally and externally • Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships through an exceptional client experience • Plays a leadership role in assisting the FA\u002FPWA\u002Fteam in developing and delivering against their client service model, including preparing for regular meetings as well as tracking follow-ups • Assisting the FA\u002FPWA\u002Fteam in developing and executing against their business plan and strategies to support it, partnering closely with other market stakeholders such as Practice Strategy Consultants, Business Development Managers and Market Management • At the direction of the client and\u002For FA\u002FPWA\u002Fteam, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients • At the request of FA\u002FPWA\u002Fteam, participating in existing client and\u002For prospective client meetings, representing the service lens • Focusing with the FA\u002FPWA\u002Fteam and other business partners to optimize business practice efficiencies • May allocate work among a team of Support Professionals EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience • 10+ years of experience in a field relevant to the position required • Advanced degree or professional certification or prior industry experience required • Active Series 7 (GS) and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) required • If required, obtain, and maintain CFP or CFA designation • Additional product licenses may be required Knowledge\u002FSkills • 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: Market Business Service Officer and\u002For 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $106,200.00 and $128,100.00 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":962,"slug":963,"title":959,"location":10,"raw_job_location_address_addressLocality":945,"raw_hiringOrganization_logo_url":10,"raw_description":964},85699,"director-of-business-strategy-ms-smith-barney-llc-2","Directors of Business Strategy provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F teams on a daily basis. The Director of Business Strategy is a senior service level position for a Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F teams who is responsible for enhancing and maintaining deep relationships with new and existing clients. This industry professional leads the development, implementation, and management of the team’s overall business strategy. DUTIES and RESPONSIBILITIES: • Cultivating relationships with business partners and colleagues internally and externally • Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships through an exceptional client experience • Plays a leadership role in assisting the FA\u002FPWA\u002Fteam in developing and delivering against their client service model, including preparing for regular meetings as well as tracking follow-ups • Assisting the FA\u002FPWA\u002Fteam in developing and executing against their business plan and strategies to support it, partnering closely with other market stakeholders such as Practice Strategy Consultants, Business Development Managers and Market Management • At the direction of the client and\u002For FA\u002FPWA\u002Fteam, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients • At the request of FA\u002FPWA\u002Fteam, participating in existing client and\u002For prospective client meetings, representing the service lens • Focusing with the FA\u002FPWA\u002Fteam and other business partners to optimize business practice efficiencies • May allocate work among a team of Support Professionals EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience • 10+ years of experience in a field relevant to the position required • Advanced degree or professional certification or prior industry experience required • Active Series 7 (GS) and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) required • If required, obtain, and maintain CFP or CFA designation • Additional product licenses may be required Knowledge\u002FSkills • 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: • Market Business Service Officer and\u002For 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $106,200.00 and $128,100.00 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":966,"slug":967,"title":108,"location":10,"raw_job_location_address_addressLocality":968,"raw_hiringOrganization_logo_url":10,"raw_description":969},85700,"client-service-associate-ms-smith-barney-llc-38","225 WEST SANTA CLARA STREET","Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. 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\u002For 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\u002Fmonthly field service professional and\u002For 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\u002For Experience Willingness to obtain Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Two or more years of industry experience preferred High School Diploma\u002FEquivalency College degree preferred Knowledge\u002FSkills 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $34,320 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":304,"slug":305,"title":306,"location":10,"raw_job_location_address_addressLocality":971,"raw_hiringOrganization_logo_url":10,"raw_description":972},"Santa Monica 100","POSITION SUMMARY: Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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)\u002F Private Wealth Advisor(s) (PWAs)\u002F teams, this role will focus on assisting in areas such as digital marketing, portfolio holdings and\u002For proposal tools and financial planning. DUTIES and RESPONSIBILITIES: Client Service: As a senior member of the service team, provide coverage for an FA\u002FPWA\u002Fteam including: • Cultivating relationships with business partners and colleagues internally and externally • Supporting the FA\u002FPWA\u002Fteam in enhancing new and existing client relationships by providing an exceptional client experience • Assisting the FA\u002FPWA\u002Fteam 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\u002Fas needed • Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and\u002For FA\u002FPWA\u002Fteam, 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\u002For 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\u002FPWA\u002Fteam 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\u002FPWA\u002Fteam, 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\u002For FA\u002FPWA\u002Fteam, 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\u002For FA\u002FPWA\u002Fteam, assisting with research using firm-approved systems • At the request of FA\u002FPWA\u002Fteam, participating in existing client and\u002For prospective client meetings, representing the service lens • Participating in firm initiatives (e.g., training or education programs), special projects and\u002For other duties directed by local management EDUCATION, EXPERIENCE, KNOWLEDGE and SKILLS: Education and\u002For 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\u002FRA) or Series 63 (AG) and Series 65 (RA) required • Additional product licenses may be required Knowledge\u002FSkills: • 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $68,000 and $120,000 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":974,"slug":975,"title":976,"location":10,"raw_job_location_address_addressLocality":977,"raw_hiringOrganization_logo_url":10,"raw_description":978},85708,"2027-financial-services-representative-sandy-ut-handshake-ms-smith-barney-llc","2027 Financial Services Representative | Sandy, UT - Handshake","South Towne Corp Center II","Are you interested in financial services? Have you always wanted to learn the inner workings of the stock market? Do you get excited about solving problems and having customers compliment your work? Are you goal-driven and competitive? If you answered yes to these questions, you’re the person we want on our Financial Services team! As an unlicensed Financial Services Representative, you would use your amazing customer service skills and knack for problem-solving to engage our clients via incoming calls and answer various questions related to their stock portfolios. To get you started in your career with us, Morgan Stanley will pay for your training to obtain your Series 7 & 63 Licenses. In This Role You Will: Provide excellent customer service by identifying customer needs and determining the best solution for them. Educate customers on Morgan Stanley ’s competitive advantage and identify additional products they would benefit from. Show us your determination to drive sales by engaging customers and identifying new opportunities. Follow processes and manage your time efficiently throughout the day. Continually learn about investments and the financial markets to address the individual client's investment needs . Help the company identify opportunities to keep our clients and do your part to minimize risk, when necessary. Be required to maintain a high level of personal integrity and comply with Morgan Stanley ’s Code of Conduct . You’ll have to sign a statement agreeing to this; it’s important. Connect with other groups to gather info to resolve customer issues (you will never be on your own, we’re a family). Be involved in other projects and tasks (because there may be other things you can help with). A Typical Workday as a Financial Services Representative includes: Fielding inbound customer inquiries to assist customers with account related requests such as money movement, account updates, and trade requests. Following up with customers regarding outstanding account related items. Participating in continuing education and development. Benefits of being a Morgan Stanley Financial Services Representative: Develop a robust understanding of the financial services industry and gain insight into one of the world’s leading financial institutions. Invest in your career with a top tier learning and career development experience combining comprehensive financial product modules and learning courses, as well as on the job learning . Obtain the Series 7 & 63 licenses that will be paid for by Morgan Stanley. Enjoy a hybrid work environment that enables employees to thrive. Competitive base salary and a wide range of additional benefits including: Paid time off Savings programs Health care (medical, dental, vision) Insurance plans Tuition and licensing reimbursement along with student loan refinancing Fitness subsidy 401(k) with competitive firm matching, as well as access to the Morgan Stanley Employee Stock Purchase Program Family building benefit to assist employees with the cost of adoption, surrogacy, and fertility treatments Generous parental leave Commitment to Diversity and Inclusion Employees are encouraged to give back to your community What You Bring to the Table: A bachelor’s degree in Finance, Business Management or Administration, or have an equivalent combination of education, training and experience (1 year of work experience can substitute 1 year of education) You’ve spent at least 2 years working in a customer-facing role MUST be flexible to work a hybrid schedule (3 days a week in office) Even better if you: Have at least 2 years’ experience working in a call center environment or within a financial institution You can articulate your experience working on a team and in a highly collaborative environment You have previously been in a role where you had to meet sales goals either through full time work or college internships You’re considered a people-person and have extraordinary interpersonal skills, a strong team orientation and resiliency 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":980,"slug":981,"title":982,"location":10,"raw_job_location_address_addressLocality":983,"raw_hiringOrganization_logo_url":10,"raw_description":984},85709,"group-director-ms-smith-barney-llc-2","Group Director","4 Landmark Square 2nd Floor- CT","POSITION SUMMARY Group Directors provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F teams on a daily basis. The Group Director is a senior service level position for a Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F teams who is responsible for helping to shape the vision of client service model and business management by defining clear roles and responsibilities for each team member and by overseeing daily business operations. This industry professional leads the development, implementation, and management of all elements of the team’s client service model. DUTIES and RESPONSIBILITIES: • Cultivating relationships with business partners and colleagues internally and externally • Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships through an exceptional client experience • Plays a leadership role in assisting the FA\u002FPWA\u002Fteam in developing and delivering against their client service model, including preparing for regular meetings as well as tracking follow-ups • At the direction of the client and\u002For FA\u002FPWA\u002Fteam, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients • At the request of FA\u002FPWA\u002Fteam, participating in existing client and\u002For prospective client meetings, representing the service lens • Focusing with the FA\u002FPWA\u002Fteam and other business partners to optimize business practice efficiencies • Oversee team Support Professionals to ensure alignment on team priorities and business goals • Serve as a coordinator for business matters related to the team, ensuring that they are directed to the appropriate contact, addressed properly, efficiently and judiciously, and track progress until resolved • Works in conjunction with the Business Service Officer (BSO) to oversee such team responsibilities as interviewing Support Professional candidates for hire, training team members and offering input on staff performance • Oversees the development and implementation of strategies to execute Financial Advisor \u002F Private Wealth Advisor business plans, which may include performance tracking and managing the support staff’s monthly compensation • Works with the Market Business Service Officer and\u002For the Business Service Officer to promote and execute firm initiatives, projects, and remediations with team members • Manage team client communications strategy EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience • 10+ years of work experience in a field relevant to the position required • Advanced degree or professional certification or industry experience required • Active Series 7 (GS) and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) required • Willingness to obtain additional licenses and\u002For designations as required Knowledge\u002FSkills: • 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 and\u002For Market 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Salary range for the position: $81,500 and $81,600 per year. 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 X Vacation Days annually), 10 Paid Holidays, 401(k), and Short\u002FLong Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":106,"slug":107,"title":108,"location":10,"raw_job_location_address_addressLocality":986,"raw_hiringOrganization_logo_url":10,"raw_description":987},"1301 A Street, Suite 300","Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and\u002For FA\u002FPWA 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\u002For documents in a clerical capacity at the direction of the client and\u002For FA\u002FPWA Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) Supporting the FAs\u002FPWAs\u002Fteams’ marketing strategy (e.g., website maintenance) Assist FAs\u002FPWAs\u002Fteams 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\u002For other duties directed by local management ADMINISTRATIVE SUPPORT: Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs\u002FPWAs\u002Fteams 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: High School Diploma\u002FEquivalency College degree preferred Industry experience is a plus Willingness to obtain Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Knowledge\u002FSkills 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 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Salary range for the position: [$55,000 - $95,000] 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 X Vacation Days annually), 10 Paid Holidays, 401(k), and Short\u002FLong Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":989,"slug":990,"title":125,"location":10,"raw_job_location_address_addressLocality":747,"raw_hiringOrganization_logo_url":10,"raw_description":991},85714,"intern-ms-smith-barney-llc-60","Responsibilities Gain industry and organizational knowledge through daily business interactions and job assignments. Develop business, financial and analytical skills needed for career in global wealth management and financial services. Provide marketing and sales support to branches and their teams. Perform market research. Gain exposure to wealth management business, products, services and clients’ financial needs. Requirements High school diploma required. In pursuit of college degree preferable. At least 18 years of age. Internships are intended to be positions that are for limited duration, with a maximum duration ten months. Strong desire to gain further understanding of the global wealth management business. Effective communication and interpersonal skills (both written and verbal) Ability to work on a team. Strong analytical skills and ability to interpret. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership\u002Funion status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M\u002FF\u002FDisability\u002FVet) 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Salary range for the position: $18.40 and $18.40 per hour. 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 X Vacation Days annually), 10 Paid Holidays, 401(k), and Short\u002FLong Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":993,"slug":994,"title":306,"location":10,"raw_job_location_address_addressLocality":747,"raw_hiringOrganization_logo_url":10,"raw_description":995},85715,"wealth-management-associate-ms-smith-barney-llc-15","POSITION SUMMARY Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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)\u002F Private Wealth Advisor(s) (PWAs)\u002F teams, this role will focus on assisting in areas such as digital marketing, portfolio holdings and\u002For proposal tools and financial planning. 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 Service: As a senior member of the service team, provide coverage for an FA\u002FPWA\u002Fteam including: • Cultivating relationships with business partners and colleagues internally and externally • Supporting the FA\u002FPWA\u002Fteam in enhancing new and existing client relationships by providing an exceptional client experience • Assisting the FA\u002FPWA\u002Fteam 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\u002Fas needed • Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and\u002For FA\u002FPWA\u002Fteam, 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\u002For 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\u002FPWA\u002Fteam 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\u002FPWA\u002Fteam, 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\u002For FA\u002FPWA\u002Fteam, 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\u002For FA\u002FPWA\u002Fteam, assisting with research using firm-approved systems Morgan Stanley EOE committed to diversifying its workforce. M\u002FF\u002FD\u002FV Version: 7\u002F10\u002F2024 Morgan Stanley Wealth Management Associate Job Description • At the request of FA\u002FPWA\u002Fteam, participating in existing client and\u002For prospective client meetings, representing the service lens • Participating in firm initiatives (e.g., training or education programs), special projects and\u002For other duties directed by local management EDUCATION, EXPERIENCE, KNOWLEDGE and SKILLS: Education and\u002For 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\u002FRA) or Series 63 (AG) and Series 65 (RA) required • Additional product licenses may be required Knowledge\u002FSkills • 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 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Salary range for the position: $75,000and $125,000 per year. 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 X Vacation Days annually), 10 Paid Holidays, 401(k), and Short\u002FLong Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":186,"slug":187,"title":108,"location":10,"raw_job_location_address_addressLocality":997,"raw_hiringOrganization_logo_url":10,"raw_description":998},"3909 Castlevale Road","Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and\u002For FA\u002FPWA 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\u002For documents in a clerical capacity at the direction of the client and\u002For FA\u002FPWA Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) Supporting the FAs\u002FPWAs\u002Fteams’ marketing strategy (e.g., website maintenance) Assist FAs\u002FPWAs\u002Fteams 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\u002For other duties directed by local management ADMINISTRATIVE SUPPORT: Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs\u002FPWAs\u002Fteams 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience High School Diploma\u002FEquivalency College degree preferred Industry experience is a plus Willingness to obtain Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Knowledge\u002FSkills 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 multi-task 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Salary range for the position: $17.13 and $17.13 per hour. 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 10 Vacation Days annually), 10 Paid Holidays, 401(k), and Short\u002FLong Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.efits.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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1000,"slug":1001,"title":803,"location":10,"raw_job_location_address_addressLocality":1002,"raw_hiringOrganization_logo_url":10,"raw_description":794},85718,"registered-client-relationship-analyst-ms-smith-barney-llc-13","West Des Moines 1080",{"id":1004,"slug":1005,"title":1006,"location":10,"raw_job_location_address_addressLocality":756,"raw_hiringOrganization_logo_url":10,"raw_description":1007},85720,"team-administrator-ms-smith-barney-llc","Team Administrator","POSITION SUMMARY: The Team Administrator is responsible for providing executive assistant support for Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F teams, including responsibilities such as phone coverage, calendar management and expense processing. A successful candidate for this role will be a highly organized individual with strong attention to detail and the ability to multi-task. DUTIES and RESPONSIBILITIES: Provide administrative coverage for a FA\u002FPWA\u002Fteam including: • Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs\u002FPWAs\u002Fteams 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\u002FPWA • Participating in firm initiatives (e.g., training or education programs), special projects and\u002For other duties directed by local management EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience • High school diploma\u002FEquivalency • Willingness to obtain Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Knowledge\u002FSkills • Detail orientated with superior organizational skills • Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint) • Effective communication and interpersonal skills (both written and verbal) • 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 Reports to: • Business Service Officer Morgan Stanley EOE committed to diversifying its workforce. M\u002FF\u002FD\u002FV Version: 7\u002F10\u002F2024 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $15 and $43.27 per hour 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1009,"slug":1010,"title":61,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1011},48807,"registered-client-service-associate-ms-smith-barney-llc-2","Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and\u002For FA\u002FPWA\u002Fteam 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\u002For documents in aa clerical capacity at the direction of the client and\u002For FA\u002FPWA\u002Fteam 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\u002For FA\u002FPWA\u002Fteam Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) Accept or enter unsolicited orders and\u002For enter solicited orders in a clerical capacity at the direction of the FA\u002FPWA\u002Fteam Supporting the FAs \u002F PWAs \u002F teams’ marketing strategy (e.g., website maintenance) Assist FAs \u002F PWAs\u002F 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\u002For 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 \u002F PWAs \u002F 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience High School Diploma\u002FEquivalency College degree preferred Active Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Two or more years of industry experience preferred Knowledge\u002FSkills 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1013,"slug":1014,"title":1015,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1016},48739,"wealth-management-vea-program-ms-smith-barney-llc","Wealth Management VEA Program","Business Overview: Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Position Overview: The Wealth Management VEA Program is designed to give you firsthand experience working with the top Financial Advisors (FAs) in the industry at a leading global financial institution. You may progress through several key areas of business development such as digital marketing\u002Fcommunication, and financial planning. The goal of the program is to give you a strong foundation in the systems\u002Ftools, business areas, and skills that are necessary for an enduring and promising career at the Firm. The length of the program enables you to earn your licenses, gain additional professional designations, network, and capture valuable experience working with different FAs to understand how they run their practice. The insight you will gain is unique and if successful, will propel you into a fruitful career at Morgan Stanley. The Experience You Could Gain: The Morgan Stanley Wealth Management VEA Program consists of rigorous licensing followed by training and assessments designed to ensure you are fully prepared to be successful in the program. Experiences you may have: Set up and execute digital marketing strategies for FAs across multiple social media platforms and their website Curate marketing campaigns targeting segments of an FAs business to drive engagement Identify opportunities analyzing client relationships and providing tactical recommendations to help FAs better support their clients Leverage the Firm’s proprietary financial planning resources while partnering with experienced FAs to support their clients and the adoption of Goals Based Wealth Management strategies Work with clients and gather information to build, analyze, and present plans in a thoughtful and effective manner Generate and present reports to FAs highlighting areas of opportunity and improvement in your strategy to grow their business Regularly participate in meetings with management to share best practices and areas of opportunity Benefits You Could Take Advantage Of: Competitive base salary, and a wide range of benefits including paid time off, savings programs, health care, insurance plans, student loan refinancing, fitness subsidy, and more Access to 401(k) offering with competitive Firm matching as well as access to the Morgan Stanley Employee Stock Purchase Program Obtain Series 7, 63, and 65 licenses in addition to the Financial Planning Specialist (FPS) designation. Support for additional professional designations consists of, but are not limited to, the CFP® Develop a robust understanding of the financial services industry through the lens of 1 of the world’s leading financial institutions Access an immersive learning experience that incorporates financial product education, platform navigation along with professional development The Skills\u002FExperience\u002FQualifications You’ll Need: We seek motivated candidates from diverse academic backgrounds with a heightened interest in financial services. Successful analysts have a unique blend of strong interpersonal communication skills, a solid professional presence, and numerical aptitude. Specific qualifications include: A bachelor’s degree with a proven track record of academic success. Prior professional experience would be an asset but not required Securities Industry Essentials (SIE) exam completed prior to interviewing for the program in addition to Firm sponsorship of the Series 7 and 63 exams within a specific timeframe Strong written and verbal communication, client, and interpersonal skills Ability to learn quickly and adopt new technologies Extraordinarily high level of motivation and commitment to working hard and staying organized in a competitive, fast-paced environment Ability to balance multiple priorities under pressure and time constraints Authorization to work in the U.S. without durational restrictions Successful completion of background check and pre-employment assessments WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $65,000 and $85,000 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's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership\u002Funion status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M\u002FF\u002FDisability\u002FVet). At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1018,"slug":1019,"title":1020,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1021},48742,"wealth-management-vea-program-tempe-az-ms-smith-barney-llc","Wealth Management VEA Program - Tempe, AZ","Business Overview: Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Position Overview: The Wealth Management VEA Program is designed to give you firsthand experience working with the top Financial Advisors (FAs) in the industry at a leading global financial institution. You may progress through several key areas of business development such as digital marketing\u002Fcommunication, and financial planning. The goal of the program is to give you a strong foundation in the systems\u002Ftools, business areas, and skills that are necessary for an enduring and promising career at the Firm. The length of the program enables you to earn your licenses, gain additional professional designations, network, and capture valuable experience working with different FAs to understand how they run their practice. The insight you will gain is unique and if successful, will propel you into a fruitful career at Morgan Stanley. The Experience You Could Gain: The Morgan Stanley Wealth Management VEA Program consists of rigorous licensing followed by training and assessments designed to ensure you are fully prepared to be successful in the program. Experiences you may have: Set up and execute digital marketing strategies for FAs across multiple social media platforms and their website Curate marketing campaigns targeting segments of an FAs business to drive engagement Identify opportunities analyzing client relationships and providing tactical recommendations to help FAs better support their clients Leverage the Firm’s proprietary financial planning resources while partnering with experienced FAs to support their clients and the adoption of Goals Based Wealth Management strategies Work with clients and gather information to build, analyze, and present plans in a thoughtful and effective manner Generate and present reports to FAs highlighting areas of opportunity and improvement in your strategy to grow their business Regularly participate in meetings with management to share best practices and areas of opportunity Benefits You Could Take Advantage Of: Competitive base salary, and a wide range of benefits including paid time off, savings programs, health care, insurance plans, student loan refinancing, fitness subsidy, and more Access to 401(k) offering with competitive Firm matching as well as access to the Morgan Stanley Employee Stock Purchase Program Obtain Series 7, 63, and 65 licenses in addition to the Financial Planning Specialist (FPS) designation. Support for additional professional designations consists of, but are not limited to, the CFP® Develop a robust understanding of the financial services industry through the lens of 1 of the world’s leading financial institutions Access an immersive learning experience that incorporates financial product education, platform navigation along with professional development The Skills\u002FExperience\u002FQualifications You’ll Need: We seek motivated candidates from diverse academic backgrounds with a heightened interest in financial services. Successful analysts have a unique blend of strong interpersonal communication skills, a solid professional presence, and numerical aptitude. Specific qualifications include: A bachelor’s degree with a proven track record of academic success. Prior professional experience would be an asset but not required Securities Industry Essentials (SIE) exam completed prior to interviewing for the program in addition to Firm sponsorship of the Series 7 and 63 exams within a specific timeframe Strong written and verbal communication, client, and interpersonal skills Ability to learn quickly and adopt new technologies Extraordinarily high level of motivation and commitment to working hard and staying organized in a competitive, fast-paced environment Ability to balance multiple priorities under pressure and time constraints Authorization to work in the U.S. without durational restrictions Successful completion of background check and pre-employment assessments WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership\u002Funion status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M\u002FF\u002FDisability\u002FVet). At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1023,"slug":1024,"title":125,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1025},48743,"intern-ms-smith-barney-llc","Job Description Responsibilities: Gain industry and organizational knowledge through daily business interactions and job assignments. Develop business, financial and analytical skills needed for career in global wealth management and financial services. Provide marketing and sales support to branches and their teams. Perform market research. Gain exposure to wealth management business, products, services and clients’ financial needs. Requirements: High school diploma required. In pursuit of college degree preferable. At least 18 years of age. Internships are intended to be positions that are for limited duration, with a maximum duration ten months. Strong desire to gain further understanding of the global wealth management business. Effective communication and interpersonal skills (both written and verbal) Ability to work on a team. Strong analytical skills and ability to interpret 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1027,"slug":1028,"title":1029,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1030},48746,"branch-manager-producing-ms-smith-barney-llc","Branch Manager, Producing","The Producing Branch Managers primary focus is to drive revenue, and manage risk within their branch and to continue to build a book of business. Job functions also include maintaining a superior and consistent level of client service, developing cohesive teams, providing consistent leadership, and assuming accountability for their Branch's results. In addition, a large emphasis will be placed on the recruitment and retention of Financial Advisors. Producing Branch Managers must be responsible for fiscal management, personnel management and morale, business ethics and practices, and compliance with all Federal, State, and Local laws and regulations. The Producing Branch manager reports directly to the Market Executive or Non-Producing Branch Manager. DUTIES and RESPONSIBILITIES Production-Related Build a client base of high net worth households by prospecting and developing new client relationships, and maintain and manage long term client relationships Help manage client investment needs consistent with Firm policies and industry requirements Keep current with information regarding regulatory requirements, financial markets and current and new products. Product\u002FBusiness Knowledge Has a thorough understanding of the Firms products and those of its strategic partners; uses this knowledge to provide resources and direction in order to help drive sales Has a good understanding of the Firms resources; able to direct the sales force to the appropriate resources in an efficient manner Effectively applies product\u002Fbusiness knowledge to recruiting efforts; able to translate competitor offerings into Morgan Stanley Wealth Management products, and understand and explain how a recruit will be able to continue to help meet their clients needs Sales\u002FMarketing Seeks opportunities to grow business and drive sales by capitalizing on Firm initiatives Focuses on building strong relationships with corporate departments and strategic partners to achieve the marketing efforts of the Branch. Drives corporate marketing initiatives to help increase market share in High Net Worth households. Team Building Builds an effective team in the branch by constantly communicating relevant information on a timely basis and conducting regular meetings Participates in Region and Market initiatives including sales, hiring, recruitment, diversity, and community outreach. Responsible for growing their branch through hiring lateral recruiting and training. Leadership Leads by example by ensuring that their branch is consistently achieving the objectives of the U.S. Wealth Management Group, maintains a positive morale, has a track record for growth, has ethical business practices, and demonstrates a commitment to diversity and respect for others. Leads proactively by identifying trends, potential areas of growth and weakness and addressing these areas in order to positively position the branch within the geographic market. Leads their Branch's efforts of Sales, results, and client-centered approach experience. Identifies key talent in the branch and positions and develops that talent. Leverages the resources of the Firm to achieve the highest level of success. Acts as a coach and mentor for Financial Advisors in order to help drive results. Accountability Responsible for the Branch's sales performance and financial performance Responsible for regulatory, legal and compliance issues including: Risk Management for their Branch in regards to monitoring sales, human resources, and legal and regulatory practices Responsible for following supervisory procedures as outlined in the Branch Managers Supervisory Manual. Responsible for executing the Annual Supervisory Plan. Responsible for effectively communicating the status of performance and issues to the Complex Manager or Non-Producing Branch Manager Education and\u002For Experience · Bachelor’s degree required or equivalent education or experience · At least 5 or more years of experience as a Financial Advisor (with satisfactory production and compliance record) or comparable branch management or product area experience Licenses and Registrations · Active Series 7, 8 (or 9 and 10), 66 (or 63 and 65) and 3 registrations (Series 31 acceptable if branch conducts managed futures business only) · Other licenses as required for role or by management Skills · Effective written and verbal communication skills · Ability to think critically · Ability to manage a team · Strong attention to detail · Ability to interact with senior management team, Financial Advisors, support staff, clients and corporate and field personnel as needed · Ability to own projects at a Branch level · Ability to organize and prioritize work, meet deadlines, and complete projects Reports to · Direct reporting to: Market Executive or Non-Producing Branch Manager Direct reports · Resident Managers. Financial Advisors and Branch Support Staff · This list is meant to be directional and should not be considered complete, as it may be supplemented on an as needed basis All candidates should verify that they meet the minimum eligibility requirements prior to applying 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1032,"slug":1033,"title":108,"location":10,"raw_job_location_address_addressLocality":1034,"raw_hiringOrganization_logo_url":10,"raw_description":1035},48749,"client-service-associate-ms-smith-barney-llc","Baton","POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate 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 require documentation, processing money movement transactions as an example 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\u002Fmonthly field service professional and\u002For 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\u002For Experience High School Diploma\u002FEquivalency College degree preferred Industry experience is a plus Willingness to obtain Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Knowledge\u002FSkills Strong computer skills and knowledge of Microsoft Office products Exceptional writing, interpersonal and client service skills Detail orientated with superior organizational skills and ability to prioritize tasks 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 Reports to: Business Service Manager 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1037,"slug":1038,"title":1039,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1040},48760,"risk-officer-ms-smith-barney-llc","Risk Officer","The Risk Officer is responsible for a wide variety of supervisory, compliance, and risk functions. In conjunction with the Senior Risk Officer, the Risk Officer has accountability for maintaining a consistent controlled environment through adherence of business ethics and practices and adherence to all applicable Federal, State and Local laws, Morgan Stanley Wealth Management policies, and other regulations. Then the Risk Officer keeps the Senior Risk Officer informed of significant matters. The Risk Officer role is a non-revenue sharing position that reports to the Senior Risk Officer. DUTIES and RESPONSIBILITIES: Surveillance and Supervision Primary responsibility for all risk, supervisory, and compliance function for respective branch location(s) Facilitates any supervisory inquiry or process that requires escalation from the Senior Risk Officer and\u002For the Regional Risk Officer Focuses on business ethics and regulatory and compliance practices Provides coaching and guidance on policies and procedures in order to promote risk awareness and a compliant environment Ensure proper procedures are in place to ensure that approvals are handled appropriately and timely Risk Management\u002FCompliance\u002FLegal Monitors and implements procedures to manage all facets of risk, including data security Facilitates regular and consistent communication of Morgan Stanley Wealth Management policies and other regulations Liaises with the Legal and Compliance Division with customer complaints and litigation Together with the Market Manager and Senior Risk Officer, ensures appropriate supervisory coverage is maintained at all times Oversees responsibilities outlined in the Branch Supervisory Manual, as well as new policies to ensure the Market has procedures in place Supports in the preparation for and response to audits, and ensures that any audit findings are appropriately responded to and remediated Works with Market Manager and Senior Risk Officer to monitor people risk, and ensures appropriate action is taken Responsible for proactive client contact in determining suitability and managing risk Active involvement with the region regarding matters presented to the Credit Committee Primary source for intelligence on risk in regard to clients and FAs Administrative Works closely with Special Investigation Unit on any Human Resources issues as related to risk and compliance. Together with the Senior Risk Officer facilitates the training on Morgan Stanley Wealth Management compliance policies and procedures. Assists in the review and on boarding of FA recruits Qualifications - External Education and\u002For Experience Bachelor’s degree required or equivalent education or experience Previous industry experience Active Series 7, 8 (or 9 and 10), and 63, 65 (or 66) Other licenses as required for role or by management Knowledge\u002FSkills Knowledge of SEC, FINRA and Firm Compliance Policies and Procedures Effective written and verbal communication skills Strong attention to detail Ability to prioritize and resolve complex problems and escalate as necessary Ability to identify issues and trends in order to anticipate change and provide recommended comprehensive solutions and remedies Evidence of strong leadership capabilities or previous supervisory experience Ability to organize and prioritize workflow and assignments in a deadline oriented environment Ability to interact with Financial Advisors and clients Excellent judgment and the ability to be discreet in all matters Strong work ethic Reports to: Senior Risk 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $120,000 - $170,000 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1042,"slug":1043,"title":1029,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1030},48762,"branch-manager-producing-ms-smith-barney-llc-3",{"id":1045,"slug":1046,"title":623,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1047},48764,"business-service-officer-ms-smith-barney-llc-2","Business Service Officers (BSO) are responsible for shaping the future of service by modernizing our client experience through an elevated standard of care. The Business Service Officer (BSO) will report directly to the Market Business Service Officer (MBSO) and is responsible for the supervision, management of Support Professionals and execution of all business and service functions within the assigned branches. Additional job responsibilities include facilitating communication and training for Service Professionals, partner with Market Sales and Risk teams to ensure execution in all aspects of the business and further support the MBSO with delivering on service initiatives. DUTIES and RESPONSIBILITIES People Management and Communication • Lead the Branch in executing the organization’s strategic priorities by influencing and coaching behavioral change with a focus on consistency, quality, and compliance with Firm policies and procedures • Lead, mentor, and supervise a team of Support and Service Professionals • Promote cross-training, learning, development and recognition of Service and Support Professionals within the market • Facilitate the interviewing, selection and onboarding of new hires, including newly recruited Financial Advisors and their Support Professionals • Partner with MBSO and Human Resources regarding all aspects of people management, including annual performance reviews, performance management and conflict resolution • Maintain strong relationships with key partners within the Branch, Market, Region and Home Office including participation in team meetings, regional and national calls • Consistently conduct Support Professional one-on-one meetings for coaching opportunities, career goal setting, job related activities, firm opportunities and team building; this includes meeting with Advisor teams to address service needs • Manage and oversee Support Professionals coverage for Financial Advisors in the Branch • Identify Support Professional recognition opportunities within the market through sharing of best practices, success stories and achievements • Promote a branch culture that’s consistent with the Firm’s core values, including championing diversity and inclusion Operational Oversight • Manages travel and entertainment expenses for Advisors as well as other firm programs to manage budget tracking and forecasting with adherence to Firm policies • Facilitate and manage resolution of client inquiries\u002Frequests • Participate in national calls to lean about new platform changes, policy and procedure updates, share best practices and learn about other timely updates • Identify and implement process improvements to ensure teams are maximizing productivity and driving efficiencies • Additional operational oversight may be required • Administer other duties as delegated by the Market Business Service Officer EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS Education and\u002For Experience • Bachelor’s degree required or equivalent education • Previous industry experience • Active Series 7 (GS), Series 9 and Series 10 (SU), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) required • Other licenses as required for the role or by management Knowledge\u002FSkills • Effective written and verbal communication skills • Strong attention to detail • Ability to prioritize and resolve complex needs and escalate as necessary • Ability to identify issues and trends in order to anticipate change and provide comprehensive solutions and remedies • Evidence of strong leadership and talent development capabilities • Previous supervisory experience preferred • Exceptional organizational and time management skills • Exceptional conflict resolution skills • Ability to manage relationships, motivate and lead groups of people at various levels throughout the market • Knowledge of Firm’s Risk & Compliance policies • Ability to think strategically Reports to • Market Business Service Officer Direct reports: • Support Professionals 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $120,000 and $170,000 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1049,"slug":1050,"title":1051,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":768},48769,"pwm-client-relationship-analyst-ms-smith-barney-llc","PWM Client Relationship Analyst",{"id":1053,"slug":1054,"title":108,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1035},48776,"client-service-associate-ms-smith-barney-llc-2",{"id":1056,"slug":1057,"title":108,"location":10,"raw_job_location_address_addressLocality":1058,"raw_hiringOrganization_logo_url":10,"raw_description":1059},48778,"client-service-associate-ms-smith-barney-llc-3","Buffalo","Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and\u002For FA\u002FPWA 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\u002For documents in a clerical capacity at the direction of the client and\u002For FA\u002FPWA Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) Supporting the FAs\u002FPWAs\u002Fteams’ marketing strategy (e.g., website maintenance) Assist FAs\u002FPWAs\u002Fteams 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\u002For other duties directed by local management ADMINISTRATIVE SUPPORT: Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs\u002FPWAs\u002Fteams 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience High School Diploma\u002FEquivalency College degree preferred Industry experience is a plus Willingness to obtain Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Knowledge\u002FSkills 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 multi-task 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1061,"slug":1062,"title":1063,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1064},48779,"investment-consultant-relationship-manager-ms-smith-barney-llc","Investment Consultant - Relationship Manager",". POSITION SUMMARY: The Investment Consultant - Relationship Manager on a FA\u002FPWA team is responsible for the development, maintenance, and oversight of relationships with new and existing clients. The Relationship Manager combines personal skills with all the resources of Morgan Stanley Smith Barney for the purpose of helping clients realize their financial goals. In collaboration with the Financial Advisor Team, Relationship Managers are responsible for assessing a client's circumstances and objectives to provide individualized, highly strategic Investment consulting. Relationship Managers have access to a full range of wealth building, managing, and preserving services throughout the Firm that they will offer to the clients of the Financial Advisor teams they join. DUTIES AND RESPONSIBILITIES: Advise clients in accordance with the Team's agreed upon strategy Analyze investment opportunities and client needs, and recommend appropriate strategies Maintain and develop client relationships by developing strategies to meet their financial goals through the use of financial planning and wealth management Prepare and deliver presentations\u002Fseminars to clients and prospects for business development purposes, as needed Comply with all industry rules and regulations Additional tasks as needed EDUCATION AND\u002FOR EXPERIENCE Minimum of bachelor’s degree or comparable professional certification required Active Series 7, 63 and must maintain investment adviser representative (RA) registration, where required, in their place of business state and any other state(s) where the individual maintains a physical place of business. Additional product licenses may be required Product and state licenses must be in parallel to Financial Advisors on the Team At least 5 year(s) of business experience and proven success in a previous career Minimum of 5 years FINRA Registration preferred KNOWLEDGE\u002FSKILLS Extensive knowledge around financial industry and product knowledge Ability to communicate effectively with co-workers and clients Excellent written and oral communication skills Knowledge of applicable compliance rules and regulations and firm policies REPORTS TO: Branch Manager or Associate Market Manager 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Salary range for the position: $68,000 and $120,000 per year. 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 X Vacation Days annually), 10 Paid Holidays, 401(k), and Short\u002FLong Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1066,"slug":1067,"title":9,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":743},48780,"client-relationship-analyst-ms-smith-barney-llc",{"id":1069,"slug":1070,"title":9,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":599},48782,"client-relationship-analyst-ms-smith-barney-llc-2",{"id":1072,"slug":1073,"title":9,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1074},48784,"client-relationship-analyst-ms-smith-barney-llc-4","POSITION SUMMARY Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and\u002For FA\u002FPWA 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\u002For documents in aa clerical capacity at the direction of the client and\u002For FA\u002FPWA Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) Assist Fas\u002FPWAs\u002Fteams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems Assist with data entry for key client needs such as new account opening and financial planning at the direction of the Fas\u002FPWAs\u002Fteams Supporting the Fas \u002F PWAs \u002F teams’ marketing strategy (e.g., website maintenance) Assist Fas \u002F PWAs\u002F 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\u002For other duties directed by local management ADMINISTRATIVE SUPPORT: Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with Fas\u002FPWAs\u002Fteams 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience High School Diploma\u002FEquivalency College degree preferred Industry experience is a plus Willingness to obtain Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Knowledge\u002FSkills 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 multi-task 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Salary range for the position: $34,320 - $90,000\u002FYr. 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 X Vacation Days annually), 10 Paid Holidays, 401(k), and Short\u002FLong Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1076,"slug":1077,"title":1078,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1079},48787,"senior-registered-client-service-associate-ms-smith-barney-llc","Senior Registered Client Service Associate","POSITION SUMMARY Senior Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: • Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships • Executing money movement transactions at the request of the client and\u002For FA\u002FPWA\u002Fteam • 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\u002For documents in aa clerical capacity at the direction of the client and\u002For FA\u002FPWA\u002Fteam • 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\u002For FA\u002FPWA\u002Fteam • Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) • Accept or enter unsolicited orders and\u002For enter solicited orders in a clerical capacity at the direction of the FA\u002FPWA\u002Fteam • Supporting the FAs \u002F PWAs \u002F teams’ marketing strategy (e.g., website maintenance) • Assist FAs \u002F PWAs\u002F 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\u002For 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 \u002F PWAs \u002F 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience • High School Diploma\u002FEquivalency • College degree preferred • Active Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) • At least 5 years of industry experience required • Demonstrated strong performance in current role for the prior 2 years, if applicable Knowledge\u002FSkills • 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1081,"slug":1082,"title":125,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1083},48788,"intern-ms-smith-barney-llc-4","Responsibilities: Gain industry and organizational knowledge through daily business interactions and job assignments. Develop business, financial and analytical skills needed for career in global wealth management and financial services. Provide marketing and sales support to branches and their teams. Perform market research. Gain exposure to wealth management business, products, services and clients’ financial needs. Requirements: High school diploma required. In pursuit of college degree preferable. At least 18 years of age. Internships are intended to be positions that are for limited duration, with a maximum duration ten months. Strong desire to gain further understanding of the global wealth management business. Effective communication and interpersonal skills (both written and verbal) Ability to work on a team. Strong analytical skills and ability to interpret 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $16.50 and $16.50 per hour 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1085,"slug":1086,"title":306,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1087},48790,"wealth-management-associate-ms-smith-barney-llc-2","POSITION SUMMARY Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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)\u002F Private Wealth Advisor(s) (PWAs)\u002F teams, this role will focus on assisting in areas such as digital marketing, portfolio holdings and\u002For proposal tools and financial planning. DUTIES and RESPONSIBILITIES: Client Service: As a senior member of the service team, provide coverage for an FA\u002FPWA\u002Fteam including: Cultivating relationships with business partners and colleagues internally and externally Supporting the FA\u002FPWA\u002Fteam in enhancing new and existing client relationships by providing an exceptional client experience Assisting the FA\u002FPWA\u002Fteam 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\u002Fas needed Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and\u002For FA\u002FPWA\u002Fteam, 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\u002For 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\u002FPWA\u002Fteam 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\u002FPWA\u002Fteam, 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\u002For FA\u002FPWA\u002Fteam, 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\u002For FA\u002FPWA\u002Fteam, assisting with research using firm-approved systems Job Description At the request of FA\u002FPWA\u002Fteam, participating in existing client and\u002For prospective client meetings, representing the service lens Participating in firm initiatives (e.g., training or education programs), special projects and\u002For other duties directed by local management EDUCATION, EXPERIENCE, KNOWLEDGE and SKILLS: Education and\u002For 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\u002FRA) or Series 63 (AG) and Series 65 (RA) required Additional product licenses may be required Knowledge\u002FSkills 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 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1089,"slug":1090,"title":761,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1091},48791,"associate-service-manager-ms-smith-barney-llc","POSITION SUMMARY The Associate Service Manager will partner with the Service Manager to help perform operational support and oversight on behalf of the Market as well as general management support functions and special projects. Operational support functions include, but are not limited to, money movement, trade support, operational approvals, and audit prep. The Associate Service Manager must have the ability to resolve problems using all available resources and escalate matters as necessary. DUTIES and RESPONSIBILITIES: LEADERSHIP: Lead the Branch in executing the organization’s strategic priorities by influencing and coaching behavioral change with a focus on consistency, quality, and compliance with Firm policies and procedures Identify Firm services and solutions that support clients’ needs including secure, digital offerings like Morgan Stanley Online, Digital Vault and Morgan Stanley Mobile including remote deposit capture features Facilitate training as the Learning Partner for new hire Service Associates Maintain strong relationships with key partners within the Branch, Market, Region and Home Office including participation in team meetings, regional and national calls Promote a branch culture that is consistent with the Firm’s core values, including championing diversity and inclusion Organize and lead meetings with Service Associate Team (SA) to advise of upcoming enhancements, policy changes, and\u002For holding trainings on Morgan Stanley systems, procedures, enhancements. Ongoing training of the Service Associates (SA) by responding to daily inquiries regarding systems, procedures and policies, performing on the spot coaching sessions when issues arise and\u002For items come up for review that were incorrectly processed, and holding one on one sessions as needed OPERATIONAL SUPPORT AND OVERSIGHT: Oversee service transaction approvals and processes (e.g., trade error supervision, money movement, document handling, cashiering, trading and account maintenance) and ensuring reporting, logs and files are maintained and actioned appropriately Oversee document handling by conducting quality assurance reviews on execution within operations area as well as the entire branch Lead select operational remediation’s within the team and ensure corrective action is taken before deadlines Facilitate resolution of client inquiries\u002Frequests In collaboration with Service Manager (SM) ensure compliance with Firm policies and procedures by overseeing the execution of regular self-audit testing. Proactive with managing Audit Readiness Program in partnership with MBSO, ME, BSOs and SAs to ensure all operational responsibilities are processed consistently across the Market and accordingly to MS policies and procedures. Participate in national calls to learn about new platform changes, policy and procedure updates, share best practices and learn about other timely updates Identify and implement process improvements to ensure teams are maximizing productivity and driving efficiencies Assist with processing of trade adjustments and responding to operational alerts Execute actionable items upon review of delegated reports and requests to meet service level expectations in a timely manner Remedy and\u002For escalate service breaks to management team OTHER: Assist with special projects (e.g., recruit onboarding support, digital engagement initiatives) Serve as a resource to Sales, Service, Risk and Home Office partners on behalf of Service Managers EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience High School Diploma\u002FEquivalency College degree preferred Active Series 7 (GS), Series 9 and Series 10 (SU), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) At least 2 years of industry experience required (5 years industry experience recommended) Demonstrated strong performance in current role for the prior 2 years, if applicable Knowledge\u002FSkills Supervisory situational decision-making skills mandatory Effective written and verbal communication skills Strong attention to detail Ability to prioritize and resolve complex needs and escalate as necessary Ability to identify issues and trends in order to anticipate change and provide comprehensive solutions and remedies Evidence of strong leadership and talent development capabilities Exceptional organizational and time management skills Exceptional conflict resolution skills Ability to manage relationships, motivate and lead groups of people at various levels throughout the Market Knowledge of Firm’s Risk & Compliance policies Ability to think strategically Reports to: Service Manager (SM) 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $68,000 - $120,000 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1093,"slug":1094,"title":125,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1095},48792,"intern-ms-smith-barney-llc-5","Responsibilities: Gain industry and organizational knowledge through daily business interactions and job assignments. Develop business, financial and analytical skills needed for career in global wealth management and financial services. Provide marketing and sales support to branches and their teams. Perform market research. Gain exposure to wealth management business, products, services and clients’ financial needs. Qualifications Requirements: High school diploma required. In pursuit of college degree preferable. At least 18 years of age. Internships are intended to be positions that are for limited duration, with a maximum duration ten months. Strong desire to gain further understanding of the global wealth management business. Effective communication and interpersonal skills (both written and verbal) Ability to work on a team. Strong analytical skills and ability to interpret. 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1097,"slug":1098,"title":9,"location":10,"raw_job_location_address_addressLocality":1099,"raw_hiringOrganization_logo_url":10,"raw_description":743},48793,"client-relationship-analyst-ms-smith-barney-llc-5","Columbus Ops Center",{"id":1101,"slug":1102,"title":61,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1103},48794,"registered-client-service-associate-ms-smith-barney-llc","POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and\u002For FA\u002FPWA\u002Fteam 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\u002For documents in aa clerical capacity at the direction of the client and\u002For FA\u002FPWA\u002Fteam 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\u002For FA\u002FPWA\u002Fteam Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) Accept or enter unsolicited orders and\u002For enter solicited orders in a clerical capacity at the direction of the FA\u002FPWA\u002Fteam Supporting the FAs \u002F PWAs \u002F teams’ marketing strategy (e.g., website maintenance) Assist FAs \u002F PWAs\u002F 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\u002For 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 \u002F PWAs \u002F 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\u002FPWA Qualifications EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience High School Diploma\u002FEquivalency College degree preferred Active Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Two or more years of industry experience preferred Knowledge\u002FSkills 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1105,"slug":1106,"title":108,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1107},48795,"client-service-associate-ms-smith-barney-llc-4","Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and\u002For FA\u002FPWA\u002Fteam 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\u002For documents in aa clerical capacity at the direction of the client and\u002For FA\u002FPWA\u002Fteam 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\u002For FA\u002FPWA\u002Fteam Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) Accept or enter unsolicited orders and\u002For enter solicited orders in a clerical capacity at the direction of the FA\u002FPWA\u002Fteam Supporting the FAs \u002F PWAs \u002F teams’ marketing strategy (e.g., website maintenance) Assist FAs \u002F PWAs\u002F 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\u002For 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 \u002F PWAs \u002F 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience High School Diploma\u002FEquivalency College degree preferred Active Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Two or more years of industry experience preferred Knowledge\u002FSkills 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1109,"slug":1110,"title":125,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":614},48808,"intern-ms-smith-barney-llc-7",{"id":1112,"slug":1113,"title":803,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1114},48809,"registered-client-relationship-analyst-ms-smith-barney-llc","POSITION SUMMARY Registered Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: • Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships • Executing money movement transactions at the request of the client and\u002For FA\u002FPWA\u002Fteam • 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\u002For documents in a clerical capacity at the direction of the client and\u002For FA\u002FPWA\u002Fteam • Educating or enrolling clients in digital tools (e.g. MS Online, 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\u002For FA\u002FPWA\u002Fteam • Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) • Accept or enter unsolicited orders and\u002For enter solicited orders in a clerical capacity at the direction of the FA\u002FPWA\u002Fteam • Assists Financial Advisor(s) \u002F team in delivering against their business plan and client service model • Supporting the Financial Advisor\u002F team marketing strategy (e.g., website maintenance) • Assist FAs\u002FPWAs\u002Fteams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems • Assist with data entry for key client needs such as new account opening and financial planning at the direction of the FAs\u002FPWAs\u002Fteams • Remaining current on all policies, procedures, and new platforms • Participating in firm initiatives (e.g., training or education programs), special projects and\u002For 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 Financial Advisor \u002F teams as needed) Morgan Stanley EOE committed to diversifying its workforce. • 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience • High School Diploma\u002FEquivalency • College degree preferred • Active Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) • Two or more years of industry experience preferred Knowledge\u002FSkills • 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $31,200 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1116,"slug":1117,"title":9,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1118},48810,"client-relationship-analyst-ms-smith-barney-llc-6","POSITION SUMMARY Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: • Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships • Executing money movement transactions at the request of the client and\u002For FA\u002FPWA • 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\u002For documents in aa clerical capacity at the direction of the client and\u002For FA\u002FPWA • Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) • Assist FAs\u002FPWAs\u002Fteams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems • Assist with data entry for key client needs such as new account opening and financial planning at the direction of the FAs\u002FPWAs\u002Fteams • Supporting the FAs \u002F PWAs \u002F teams’ marketing strategy (e.g., website maintenance) • Assist FAs \u002F PWAs\u002F 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\u002For other duties directed by local management ADMINISTRATIVE SUPPORT: • Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs\u002FPWAs\u002Fteams 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\u002FPWA Qualifications - External EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience • High School Diploma\u002FEquivalency • College degree preferred • Industry experience is a plus • Willingness to obtain Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Knowledge\u002FSkills • 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 multi-task • 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $32,219 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1120,"slug":1121,"title":9,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1122},48811,"client-relationship-analyst-ms-smith-barney-llc-7","POSITION SUMMARY Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: • Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships • Executing money movement transactions at the request of the client and\u002For FA\u002FPWA • 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\u002For documents in a clerical capacity at the direction of the client and\u002For FA\u002FPWA • Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) • Assist FAs\u002FPWAs\u002Fteams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems • Assist with data entry for key client needs such as new account opening and financial planning at the direction of the FAs\u002FPWAs\u002Fteams • Supporting the FAs \u002F PWAs \u002F teams’ marketing strategy (e.g., website maintenance) • Assist FAs \u002F PWAs\u002F 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\u002For other duties directed by local management ADMINISTRATIVE SUPPORT: • Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs\u002FPWAs\u002Fteams 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\u002FPWA Qualifications - External EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience • High School Diploma\u002FEquivalency • College degree preferred • Industry experience is a plus • Willingness to obtain Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Knowledge\u002FSkills • 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 multi-task • 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $32,219 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1124,"slug":1125,"title":125,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1126},48817,"intern-ms-smith-barney-llc-8","DUTIES & RESPONSIBILITIES: Gain industry and organizational knowledge through daily business interactions and job assignments. Develop business, financial and analytical skills needed for career in global wealth management and financial services. Provide marketing and sales support to branches and their teams. Perform market research. Gain exposure to wealth management business, products, services and clients’ financial needs. EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Requirements High school diploma required. In pursuit of college degree preferable. At least 18 years of age. Internships are intended to be positions that are for limited duration, with a maximum duration ten months. Strong desire to gain further understanding of the global wealth management business. Effective communication and interpersonal skills (both written and verbal) Ability to work on a team. Strong analytical skills and ability to interpret. 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Salary range for the position: $15 and $20 per hour. 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 X Vacation Days annually), 10 Paid Holidays, 401(k), and Short\u002FLong Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1128,"slug":1129,"title":61,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1130},48820,"registered-client-service-associate-ms-smith-barney-llc-3","Provide service coverage for a FA\u002FPWA\u002Fteam including: Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and\u002For FA\u002FPWA\u002Fteam 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\u002For documents in a clerical capacity at the direction of the client and\u002For FA\u002FPWA\u002Fteam 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\u002For FA\u002FPWA\u002Fteam Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) Accept or enter unsolicited orders and\u002For enter solicited orders in a clerical capacity at the direction of the FA\u002FPWA\u002Fteam Supporting the FAs \u002F PWAs \u002F teams’ marketing strategy (e.g., website maintenance) Assist FAs \u002F PWAs\u002F 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\u002For 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 \u002F PWAs \u002F 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\u002FPWA Qualifications EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience High School Diploma\u002FEquivalency College degree preferred Active Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Two or more years of industry experience preferred Knowledge\u002FSkills 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: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership\u002Funion status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M\u002FF\u002FDisability\u002FVet). Internal Applicants Internal mobility can be a way to grow your career and realize your professional potential. Typically, you must be in your position for at least 18 months and performing satisfactorily before applying for another job at the Firm. Internal applicants can find out more regarding career navigation, mobility guidelines and policy on our employee portal by clicking here. 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $16 and $40.87 per hour 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1132,"slug":1133,"title":61,"location":10,"raw_job_location_address_addressLocality":824,"raw_hiringOrganization_logo_url":10,"raw_description":1134},48824,"registered-client-service-associate-ms-smith-barney-llc-4","Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and\u002For FA\u002FPWA\u002Fteam 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\u002For documents in aa clerical capacity at the direction of the client and\u002For FA\u002FPWA\u002Fteam 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\u002For FA\u002FPWA\u002Fteam Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) Accept or enter unsolicited orders and\u002For enter solicited orders in a clerical capacity at the direction of the FA\u002FPWA\u002Fteam Supporting the FAs \u002F PWAs \u002F teams’ marketing strategy (e.g., website maintenance) Assist FAs \u002F PWAs\u002F 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\u002For 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 \u002F PWAs \u002F 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\u002FPWA Qualifications - External EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience High School Diploma\u002FEquivalency College degree preferred Active Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Two or more years of industry experience preferred Knowledge\u002FSkills 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 Morgan Stanley EOE committed to diversifying its workforce. M\u002FF\u002FD\u002FV Version: 7\u002F10\u002F2024 Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership\u002Funion status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M\u002FF\u002FDisability\u002FVet). 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1136,"slug":1137,"title":1138,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1035},48840,"client-service-associate-pt-ms-smith-barney-llc","Client Service Associate -P\u002FT",{"id":1140,"slug":1141,"title":623,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":799},48844,"business-service-officer-ms-smith-barney-llc-4",{"id":1143,"slug":1144,"title":125,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1145},48847,"intern-ms-smith-barney-llc-9","Responsibilities: Gain industry and organizational knowledge through daily business interactions and job assignments. Develop business, financial and analytical skills needed for career in global wealth management and financial services. Provide marketing and sales support to branches and their teams. Perform market research. Gain exposure to wealth management business, products, services and clients’ financial needs. Requirements: High school diploma required. In pursuit of college degree preferable. At least 18 years of age. Internships are intended to be positions that are for limited duration, with a maximum duration ten months. Strong desire to gain further understanding of the global wealth management business. Effective communication and interpersonal skills (both written and verbal) Ability to work on a team. Strong analytical skills and ability to interpret. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership\u002Funion status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M\u002FF\u002FDisability\u002FVet). 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1147,"slug":1148,"title":125,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1145},48848,"intern-ms-smith-barney-llc-10",{"id":1150,"slug":1151,"title":125,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1145},48850,"intern-ms-smith-barney-llc-11",{"id":1153,"slug":1154,"title":9,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":743},48851,"client-relationship-analyst-ms-smith-barney-llc-8",{"id":1156,"slug":1157,"title":125,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1145},48852,"intern-ms-smith-barney-llc-12",{"id":1159,"slug":1160,"title":61,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":640},48854,"registered-client-service-associate-ms-smith-barney-llc-5",{"id":1162,"slug":1163,"title":61,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":640},48855,"registered-client-service-associate-ms-smith-barney-llc-6",{"id":1165,"slug":1166,"title":1039,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1167},48856,"risk-officer-ms-smith-barney-llc-2","Job Description The Risk Officer is responsible for a wide variety of supervisory, compliance, and risk functions. In conjunction with the Senior Risk Officer, the Risk Officer has accountability for maintaining a consistent controlled environment through adherence of business ethics and practices and adherence to all applicable Federal, State and Local laws, Morgan Stanley Wealth Management policies, and other regulations. Then the Risk Officer keeps the Senior Risk Officer informed of significant matters. The Risk Officer role is a non-revenue sharing position that reports to the Senior Risk Officer. DUTIES and RESPONSIBILITIES: Surveillance and Supervision Primary responsibility for all risk, supervisory, and compliance function for respective branch location(s) Facilitates any supervisory inquiry or process that requires escalation from the Senior Risk Officer and\u002For the Regional Risk Officer Focuses on business ethics and regulatory and compliance practices Provides coaching and guidance on policies and procedures in order to promote risk awareness and a compliant environment Ensure proper procedures are in place to ensure that approvals are handled appropriately and timely Risk Management\u002FCompliance\u002FLegal Monitors and implements procedures to manage all facets of risk, including data security Facilitates regular and consistent communication of Morgan Stanley Wealth Management policies and other regulations Liaises with the Legal and Compliance Division with customer complaints and litigation Together with the Market Manager and Senior Risk Officer, ensures appropriate supervisory coverage is maintained at all times Oversees responsibilities outlined in the Branch Supervisory Manual, as well as new policies to ensure the Market has procedures in place Supports in the preparation for and response to audits, and ensures that any audit findings are appropriately responded to and remediated Works with Market Manager and Senior Risk Officer to monitor people risk, and ensures appropriate action is taken Responsible for proactive client contact in determining suitability and managing risk Active involvement with the region regarding matters presented to the Credit Committee Primary source for intelligence on risk in regard to clients and FAs Administrative Works closely with Special Investigation Unit on any Human Resources issues as related to risk and compliance. Together with the Senior Risk Officer facilitates the training on Morgan Stanley Wealth Management compliance policies and procedures. Assists in the review and on boarding of FA recruits Qualifications - External Education and\u002For Experience Bachelor’s degree required or equivalent education or experience Previous industry experience Active Series 7, 8 (or 9 and 10), and 63, 65 (or 66) Other licenses as required for role or by management Knowledge\u002FSkills Knowledge of SEC, FINRA and Firm Compliance Policies and Procedures Effective written and verbal communication skills Strong attention to detail Ability to prioritize and resolve complex problems and escalate as necessary Ability to identify issues and trends in order to anticipate change and provide recommended comprehensive solutions and remedies Evidence of strong leadership capabilities or previous supervisory experience Ability to organize and prioritize workflow and assignments in a deadline oriented environment Ability to interact with Financial Advisors and clients Excellent judgment and the ability to be discreet in all matters Strong work ethic Reports to: Senior Risk 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Salary range for the position: $120,000 - $170,0000 per year. 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\u002FLong Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1169,"slug":1170,"title":108,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1171},48858,"client-service-associate-ms-smith-barney-llc-7","POSITION SUMMARY: Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: • Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships • Executing money movement transactions at the request of the client and\u002For FA\u002FPWA\u002Fteam • 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\u002For documents in aa clerical capacity at the direction of the client and\u002For FA\u002FPWA\u002Fteam • 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\u002For FA\u002FPWA\u002Fteam • Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) • Accept or enter unsolicited orders and\u002For enter solicited orders in a clerical capacity at the direction of the FA\u002FPWA\u002Fteam • Supporting the FAs \u002F PWAs \u002F teams’ marketing strategy (e.g., website maintenance) • Assist FAs \u002F PWAs\u002F 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\u002For 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 \u002F PWAs \u002F 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience • High School Diploma\u002FEquivalency • College degree preferred • Active Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) • Two or more years of industry experience preferred Knowledge\u002FSkills • 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Salary range for the position: $33,113 and $90,000 per year. 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 X Vacation Days annually), 10 Paid Holidays, 401(k), and Short\u002FLong Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1173,"slug":1174,"title":125,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":645},48875,"intern-ms-smith-barney-llc-14",{"id":1176,"slug":1177,"title":125,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":645},48877,"intern-ms-smith-barney-llc-15",{"id":1179,"slug":1180,"title":108,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1181},48879,"client-service-associate-ms-smith-barney-llc-8","POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and\u002For FA\u002FPWA 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\u002For documents in a clerical capacity at the direction of the client and\u002For FA\u002FPWA Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) Supporting the FAs\u002FPWAs\u002Fteams’ marketing strategy (e.g., website maintenance) Assist FAs\u002FPWAs\u002Fteams 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\u002For other duties directed by local management ADMINISTRATIVE SUPPORT: Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs\u002FPWAs\u002Fteams 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience High School Diploma\u002FEquivalency College degree preferred Industry experience is a plus Willingness to obtain Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Knowledge\u002FSkills 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 multi-task 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1183,"slug":1184,"title":125,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":894},48880,"intern-ms-smith-barney-llc-16",{"id":1186,"slug":1187,"title":125,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1188},48881,"intern-ms-smith-barney-llc-17","Responsibilities: Gain industry and organizational knowledge through daily business interactions and job assignments. Develop business, financial and analytical skills needed for career in global wealth management and financial services. Provide marketing and sales support to branches and their teams. Perform market research. Gain exposure to wealth management business, products, services and clients’ financial needs. Requirements: High school diploma required. In pursuit of college degree preferable. At least 18 years of age. Internships are intended to be positions that are for limited duration, with a maximum duration ten months. Strong desire to gain further understanding of the global wealth management business. Effective communication and interpersonal skills (both written and verbal) Ability to work on a team. Strong analytical skills and ability to interpret. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership\u002Funion status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M\u002FF\u002FDisability\u002FVet). 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Salary range for the position: $15.97 and $15.97 per hour. 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 X Vacation Days annually), 10 Paid Holidays, 401(k), and Short\u002FLong Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1190,"slug":1191,"title":125,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1188},48882,"intern-ms-smith-barney-llc-18",{"id":1193,"slug":1194,"title":125,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":905},48885,"intern-ms-smith-barney-llc-20",{"id":1196,"slug":1197,"title":666,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1198},48886,"pwm-business-service-officer-ms-smith-barney-llc","Job Description The PWM Business Service Officers (BSO) are responsible for shaping the future of service by modernizing our client experience through an elevated standard of care. The Business Service Officer (BSO) will report directly to the Complex Business Service Officer (CBSO) and is responsible for the supervision, management of Support Professionals and execution of all business and service functions within the assigned branches. Additional job responsibilities include facilitating communication and training for Service Professionals, partner with Complex Sales and Risk teams to ensure execution in all aspects of the business and further support the CBSO with delivering on service initiatives. DUTIES and RESPONSIBILITIES: People Management and Communication Lead the Branch in executing the organization’s strategic priorities by influencing and coaching behavioral change with a focus on consistency, quality, and compliance with Firm policies and procedures Lead, mentor, and supervise a team of Support and Service Professionals Promote cross-training, learning, development and recognition of Service and Support Professionals within the Complex Facilitate the interviewing, selection and onboarding of new hires, including newly recruited Financial Advisors and their Support Professionals Partner with CBSO and Human Resources regarding all aspects of people management, including annual performance reviews, performance management and conflict resolution Maintain strong relationships with key partners within the Branch, Complex, Region and Home Office including participation in team meetings, regional and national calls Consistently conduct Support Professional one-on-one meetings for coaching opportunities, career goal setting, job related activities, firm opportunities and team building; this includes meeting with Advisor teams to address service needs Manage and oversee Support Professionals coverage for Financial Advisors in the Branch Identify Support Professional recognition opportunities within the complex through sharing of best practices, success stories and achievements Promote a branch culture that’s consistent with the Firm’s core values, including championing diversity and inclusion Operational Oversight Manages travel and entertainment expenses for Advisors as well as other firm programs to manage budget tracking and forecasting with adherence to Firm policies Facilitate and manage resolution of client inquiries\u002Frequests Participate in national calls to lean about new platform changes, policy and procedure updates, share best practices and learn about other timely updates Identify and implement process improvements to ensure teams are maximizing productivity and driving efficiencies Additional operational oversight may be required Administer other duties as delegates by the Complex Business Service Officer \" EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience Bachelor’s degree required or equivalent education Previous industry experience Active Series 7, 8 (or 9 and 10), and 66 (or 63 and 65) Other licenses as required for the role or by management Knowledge\u002FSkills Effective written and verbal communication skills Strong attention to detail Ability to prioritize and resolve complex needs and escalate as necessary Ability to identify issues and trends in order to anticipate change and provide comprehensive solutions and remedies Evidence of strong leadership and talent development capabilities Previous supervisory experience preferred Exceptional organizational and time management skills Exceptional conflict resolution skills Ability to manage relationships, motivate and lead groups of people at various levels throughout the Complex Knowledge of Firm’s Risk & Compliance policies Ability to think strategically Reports to: Complex Business Service Officer Direct reports: Support Professionals 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $120,000 - $165,000 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1200,"slug":1201,"title":9,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1202},48887,"client-relationship-analyst-ms-smith-barney-llc-9","POSITION SUMMARY Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: • Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships • Executing money movement transactions at the request of the client and\u002For FA\u002FPWA • 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\u002For documents in a clerical capacity at the direction of the client and\u002For FA\u002FPWA • Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) • Assist FAs\u002FPWAs\u002Fteams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems • Assist with data entry for key client needs such as new account opening and financial planning at the direction of the FAs\u002FPWAs\u002Fteams • Supporting the FAs \u002F PWAs \u002F teams’ marketing strategy (e.g., website maintenance) • Assist FAs \u002F PWAs\u002F 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\u002For other duties directed by local management ADMINISTRATIVE SUPPORT: • Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs\u002FPWAs\u002Fteams 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience • High School Diploma\u002FEquivalency • College degree preferred • Industry experience is a plus • Willingness to obtain Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Knowledge\u002FSkills • 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 multi-task • Goal oriented, self-motivated and results driven Reports to: • Business Service Officer Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership\u002Funion status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M\u002FF\u002FDisability\u002FVet). 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $15 and $40.87 per hour 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1204,"slug":1205,"title":108,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1206},48890,"client-service-associate-ms-smith-barney-llc-9","POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and\u002For FA\u002FPWA\u002Fteam 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\u002For documents in aa clerical capacity at the direction of the client and\u002For FA\u002FPWA\u002Fteam 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\u002For FA\u002FPWA\u002Fteam Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) Accept or enter unsolicited orders and\u002For enter solicited orders in a clerical capacity at the direction of the FA\u002FPWA\u002Fteam Supporting the FAs \u002F PWAs \u002F teams’ marketing strategy (e.g., website maintenance) Assist FAs \u002F PWAs\u002F 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\u002For 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 \u002F PWAs \u002F 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience High School Diploma\u002FEquivalency College degree preferred Active Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Two or more years of industry experience preferred Knowledge\u002FSkills 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 Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership\u002Funion status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M\u002FF\u002FDisability\u002FVet). 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $15 and $40.87 per hour 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1208,"slug":1209,"title":306,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":782},48891,"wealth-management-associate-ms-smith-barney-llc-4",{"id":1211,"slug":1212,"title":61,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1213},48895,"registered-client-service-associate-ms-smith-barney-llc-7","POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: • Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships • Executing money movement transactions at the request of the client and\u002For FA\u002FPWA\u002Fteam • 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\u002For documents in aa clerical capacity at the direction of the client and\u002For FA\u002FPWA\u002Fteam • 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\u002For FA\u002FPWA\u002Fteam • Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) • Accept or enter unsolicited orders and\u002For enter solicited orders in a clerical capacity at the direction of the FA\u002FPWA\u002Fteam • Supporting the FAs \u002F PWAs \u002F teams’ marketing strategy (e.g., website maintenance) • Assist FAs \u002F PWAs\u002F 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\u002For 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 \u002F PWAs \u002F 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience • High School Diploma\u002FEquivalency • College degree preferred • Active Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) • Two or more years of industry experience preferred Knowledge\u002FSkills • 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Salary range for the position: $32,900 and 90,000 per year. 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 X Vacation Days annually), 10 Paid Holidays, 401(k), and Short\u002FLong Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1215,"slug":1216,"title":108,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1217},48897,"client-service-associate-ms-smith-barney-llc-10","POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: • Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships • Executing money movement transactions at the request of the client and\u002For FA\u002FPWA • 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\u002For documents in a clerical capacity at the direction of the client and\u002For FA\u002FPWA • Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) • Supporting the FAs\u002FPWAs\u002Fteams’ marketing strategy (e.g., website maintenance) • Assist FAs\u002FPWAs\u002Fteams 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\u002For other duties directed by local management ADMINISTRATIVE SUPPORT: • Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs\u002FPWAs\u002Fteams 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience • High School Diploma\u002FEquivalency • College degree preferred Morgan Stanley EOE committed to diversifying its workforce. M\u002FF\u002FD\u002FV Version: 7\u002F10\u002F2024 Morgan Stanley Client Service Associate Job Description • Industry experience is a plus • Willingness to obtain Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Knowledge\u002FSkills • 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 multi-task • 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Salary range for the position: $32,900 and 90,000 per year. 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 X Vacation Days annually), 10 Paid Holidays, 401(k), and Short\u002FLong Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1219,"slug":1220,"title":61,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1221},48900,"registered-client-service-associate-ms-smith-barney-llc-8","Job Description POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: • Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships • Executing money movement transactions at the request of the client and\u002For FA\u002FPWA • 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\u002For documents in a clerical capacity at the direction of the client and\u002For FA\u002FPWA • Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) • Supporting the FAs\u002FPWAs\u002Fteams’ marketing strategy (e.g., website maintenance) • Assist FAs\u002FPWAs\u002Fteams 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\u002For other duties directed by local management ADMINISTRATIVE SUPPORT: • Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs\u002FPWAs\u002Fteams 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience • High School Diploma\u002FEquivalency • College degree preferred • Industry experience is a plus • Willingness to obtain Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Knowledge\u002FSkills • 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 multi-task • 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Salary range for the position: $33,113 and $90,000 per year. 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 X Vacation Days annually), 10 Paid Holidays, 401(k), and Short\u002FLong Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1223,"slug":1224,"title":1225,"location":10,"raw_job_location_address_addressLocality":1226,"raw_hiringOrganization_logo_url":10,"raw_description":1227},48931,"branch-administrator-ms-smith-barney-llc","Branch Administrator","New","POSITION SUMMARY: The Branch Administrator (BA) is responsible for providing overall administrative support for the Branch, including assisting the Branch Manager in connection with matters affecting the Branch facilities, Financial Advisors, and Support Staff. The BA may be responsible for multiple branch locations at the direction of the Market Management team. As a BA, you must act as a culture carrier as it relates to the core values of the firm. This role enables you to learn about all aspects of the business at a high level, and the wide range of responsibilities presents opportunities to grow skill sets and progress your career within the business. DUTIES and RESPONSIBILITIES: Expense Management Support Manage Travel & Entertainment (T&E) and Events and Conferences (EnC) expense requests to ensure compliance with Firm policy utilizing online business systems Coordinate events and meetings for the Branch, including all pre-approvals, event logistics\u002Fplanning and accounting for meetings including employee, management, Councils, National Sales partners, external wholesalers, and others as directed Work with Accounts Payable to manage invoices, vendor set up\u002Fmaintenance, payment reconciliations or issues Maintain and review Branch finance and expense management information in collaboration with MBSO and\u002For Business Service Officer (BSO) Management Support Navigate the firm’s resources and act as a liaison with Market Administrator in addition to other various internal and external business partners, including managing requests and escalating as needed Provide organizational support for Human Resources by leveraging associated HR systems (I-9 processing, New Hire onboarding, internal transfers and employee termination paperwork) Proactively participate in firm initiatives directed by local management Communicate and manage firm initiatives for the Branch (e.g., Global Volunteer Month, Annual Appeal) as well as regional and Market initiatives as directed Actively engage in available training and education programs to maintain current status on policies, procedures and risk awareness (including licensing requirements for Branch personnel) Facilitate and\u002For conduct ad hoc projects, training, and events for the Branch as necessary Office Administration Support Perform administrative functions for Branch Management team, including telephone coverage, business travel arrangements, coordination of internal and external meetings & events, and file & calendar maintenance Serve as a point of contact for Branch facilities management and maintain up-to-date office utilization information in the internal firm system Serve as a point of contact for personnel needs (e.g., benefits enrollment, registration\u002Flicensing, and communication of policy and updates as it relates to HR and Registration matters), Serve as a point of contact for local administrative tasks (e.g., Alternative Flexible Grid (AFG) checkpoints, CPR\u002FAED training and certifications, annual certification of registrations and market data expenses) Lead office management efforts, including maintaining office supplies, ordering business cards and stationery, maintaining business continuity plans and acting as the primary point of contact for the associated Rapid Notification System Assist with firm remediations as needed Act as a point of contact for technology projects, migrations, equipment installs\u002F replacements Coordinate with Market Administrator as it relates to Market driven projects and initiatives and ensuring back-up Administrator coverage Administer other duties as delegated by the Market Management Team (Market Manager, Associate Market Manager, Market Business Service Officer, Sr. Risk Officer) EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience High School Diploma\u002FEquivalency College degree preferred Two or more years of related experience is a plus Knowledge\u002FSkills Strong computer skills and knowledge of Microsoft Office Excellent verbal and written communication skills, including telephone coverage Strong time management skills Demonstrates good judgement Exceptional interpersonal and client service skills Detail orientated with superior organizational skills Ability to prioritize work Team player with the ability to collaborate with others Ability to work in a fast-paced, evolving environment Adaptable and ability to multitask Proactive or self-starter Ability to be discreet and maintain confidentiality on sensitive matters Willingness to obtain Series 7 (GS) and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Reports to: Branch Manager 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $55,000 and $95,000 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1229,"slug":1230,"title":623,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1231},48932,"business-service-officer-ms-smith-barney-llc-5","Morgan Stanley Business Service Officer Job Description POSITION SUMMARY Business Service Officers (BSO) are responsible for shaping the future of service by modernizing our client experience through an elevated standard of care. The Business Service Officer (BSO) will report directly to the Market Business Service Officer (MBSO) and is responsible for the supervision, management of Support Professionals and execution of all business and service functions within the assigned branches. Additional job responsibilities include facilitating communication and training for Service Professionals, partner with Market Sales and Risk teams to ensure execution in all aspects of the business and further support the MBSO with delivering on service initiatives. DUTIES and RESPONSIBILITIES: People Management and Communication • Lead the Branch in executing the organization’s strategic priorities by influencing and coaching behavioral change with a focus on consistency, quality, and compliance with Firm policies and procedures • Lead, mentor, and supervise a team of Support and Service Professionals • Promote cross-training, learning, development and recognition of Service and Support Professionals within the market • Facilitate the interviewing, selection and onboarding of new hires, including newly recruited Financial Advisors and their Support Professionals • Partner with MBSO and Human Resources regarding all aspects of people management, including annual performance reviews, performance management and conflict resolution • Maintain strong relationships with key partners within the Branch, Market, Region and Home Office including participation in team meetings, regional and national calls • Consistently conduct Support Professional one-on-one meetings for coaching opportunities, career goal setting, job related activities, firm opportunities and team building; this includes meeting with Advisor teams to address service needs • Manage and oversee Support Professionals coverage for Financial Advisors in the Branch • Identify Support Professional recognition opportunities within the market through sharing of best practices, success stories and achievements • Promote a branch culture that’s consistent with the Firm’s core values, including championing diversity and inclusion Operational Oversight • Manages travel and entertainment expenses for Advisors as well as other firm programs to manage budget tracking and forecasting with adherence to Firm policies • Facilitate and manage resolution of client inquiries\u002Frequests Morgan Stanley EOE committed to diversifying its workforce. M\u002FF\u002FD\u002FV Version: 03\u002F23\u002F23 Morgan Stanley Business Service Officer Job Description • Participate in national calls to lean about new platform changes, policy and procedure updates, share best practices and learn about other timely updates • Identify and implement process improvements to ensure teams are maximizing productivity and driving efficiencies • Additional operational oversight may be required • Administer other duties as delegates by the Market Business Service Officer EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience • Bachelor’s degree required or equivalent education • Previous industry experience • Active Series 7 (GS), Series 9 and Series 10 (SU), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) required • Other licenses as required for the role or by management Knowledge\u002FSkills • Effective written and verbal communication skills • Strong attention to detail • Ability to prioritize and resolve complex needs and escalate as necessary • Ability to identify issues and trends in order to anticipate change and provide comprehensive solutions and remedies • Evidence of strong leadership and talent development capabilities • Previous supervisory experience preferred • Exceptional organizational and time management skills • Exceptional conflict resolution skills • Ability to manage relationships, motivate and lead groups of people at various levels throughout the market • Knowledge of Firm’s Risk & Compliance policies • Ability to think strategically Reports to: • Market Business Service Officer Direct reports: • Support Professionals 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $120,000 - $170,000 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1233,"slug":1234,"title":108,"location":10,"raw_job_location_address_addressLocality":1226,"raw_hiringOrganization_logo_url":10,"raw_description":1235},48933,"client-service-associate-ms-smith-barney-llc-11","Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and\u002For FA\u002FPWA 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\u002For documents in a clerical capacity at the direction of the client and\u002For FA\u002FPWA Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) Supporting the FAs\u002FPWAs\u002Fteams’ marketing strategy (e.g., website maintenance) Assist FAs\u002FPWAs\u002Fteams 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\u002For other duties directed by local management ADMINISTRATIVE SUPPORT: Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs\u002FPWAs\u002Fteams 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience High School Diploma\u002FEquivalency College degree preferred Industry experience is a plus Willingness to obtain Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Knowledge\u002FSkills 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 multi-task 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1237,"slug":1238,"title":1239,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1240},48969,"pwm-associate-service-manager-ms-smith-barney-llc","PWM Associate Service Manager","The Associate Service Manager will partner with the Service Manager to help perform operational support and oversight on behalf of the Market as well as general management support functions and special projects. Operational support functions include, but are not limited to, money movement, trade support, operational approvals, and audit prep. The Associate Service Manager must have the ability to resolve problems using all available resources and escalate matters as necessary. DUTIES and RESPONSIBILITIES: LEADERSHIP: Lead the Branch in executing the organization’s strategic priorities by influencing and coaching behavioral change with a focus on consistency, quality, and compliance with Firm policies and procedures Identify Firm services and solutions that support clients’ needs including secure, digital offerings like Morgan Stanley Online, Digital Vault and Morgan Stanley Mobile including remote deposit capture features Facilitate training as the Learning Partner for new hire Service Associates Maintain strong relationships with key partners within the Branch, Market, Region and Home Office including participation in team meetings, regional and national calls Promote a branch culture that is consistent with the Firm’s core values, including championing diversity and inclusion Organize and lead meetings with Service Associate Team (SA) to advise of upcoming enhancements, policy changes, and\u002For holding trainings on Morgan Stanley systems, procedures, enhancements. Ongoing training of the Service Associates (SA) by responding to daily inquiries regarding systems, procedures and policies, performing on the spot coaching sessions when issues arise and\u002For items come up for review that were incorrectly processed, and holding one on one sessions as needed OPERATIONAL SUPPORT AND OVERSIGHT: Oversee service transaction approvals and processes (e.g., trade error supervision, money movement, document handling, cashiering, trading and account maintenance) and ensuring reporting, logs and files are maintained and actioned appropriately Oversee document handling by conducting quality assurance reviews on execution within operations area as well as the entire branch Lead select operational remediation’s within the team and ensure corrective action is taken before deadlines Facilitate resolution of client inquiries\u002Frequests In collaboration with Service Manager (SM) ensure compliance with Firm policies and procedures by overseeing the execution of regular self-audit testing. Proactive with managing Audit Readiness Program in partnership with MBSO, ME, BSOs and SAs to ensure all operational responsibilities are processed consistently across the Market and accordingly to MS policies and procedures. Participate in national calls to learn about new platform changes, policy and procedure updates, share best practices and learn about other timely updates Identify and implement process improvements to ensure teams are maximizing productivity and driving efficiencies Assist with processing of trade adjustments and responding to operational alerts Execute actionable items upon review of delegated reports and requests to meet service level expectations in a timely manner Remedy and\u002For escalate service breaks to management team OTHER: Assist with special projects (e.g., recruit onboarding support, digital engagement initiatives) Serve as a resource to Sales, Service, Risk and Home Office partners on behalf of Service Managers EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience High School Diploma\u002FEquivalency College degree preferred Active Series 7 (GS), Series 9 and Series 10 (SU), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) At least 2 years of industry experience required (5 years industry experience recommended) Demonstrated strong performance in current role for the prior 2 years, if applicable Knowledge\u002FSkills Supervisory situational decision-making skills mandatory Effective written and verbal communication skills Strong attention to detail Ability to prioritize and resolve complex needs and escalate as necessary Ability to identify issues and trends in order to anticipate change and provide comprehensive solutions and remedies Evidence of strong leadership and talent development capabilities Exceptional organizational and time management skills Exceptional conflict resolution skills Ability to manage relationships, motivate and lead groups of people at various levels throughout the Market Knowledge of Firm’s Risk & Compliance policies Ability to think strategically Reports to: Service Manager (SM) 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $75,000 - $125,000 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1242,"slug":1243,"title":666,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1244},48970,"pwm-business-service-officer-ms-smith-barney-llc-2","The PWM Business Service Officers (BSO) are responsible for shaping the future of service by modernizing our client experience through an elevated standard of care. The Business Service Officer (BSO) will report directly to the Market Business Service Officer (MBSO) and is responsible for the supervision, management of Support Professionals and execution of all business and service functions within the assigned branches. Additional job responsibilities include facilitating communication and training for Service Professionals, partner with Market Sales and Risk teams to ensure execution in all aspects of the business and further support the MBSO with delivering on service initiatives. DUTIES and RESPONSIBILITIES: People Management and Communication Lead the Branch in executing the organization’s strategic priorities by influencing and coaching behavioral change with a focus on consistency, quality, and compliance with Firm policies and procedures Lead, mentor, and supervise a team of Support and Service Professionals Promote cross-training, learning, development and recognition of Service and Support Professionals within the market Facilitate the interviewing, selection and onboarding of new hires, including newly recruited Financial Advisors and their Support Professionals Partner with MBSO and Human Resources regarding all aspects of people management, including annual performance reviews, performance management and conflict resolution Maintain strong relationships with key partners within the Branch, Market, Region and Home Office including participation in team meetings, regional and national calls Consistently conduct Support Professional one-on-one meetings for coaching opportunities, career goal setting, job related activities, firm opportunities and team building; this includes meeting with Advisor teams to address service needs Manage and oversee Support Professionals coverage for Financial Advisors in the Branch Identify Support Professional recognition opportunities within the market through sharing of best practices, success stories and achievements Promote a branch culture that’s consistent with the Firm’s core values, including championing diversity and inclusion Operational Oversight Operational Oversight Manages travel and entertainment expenses for Advisors as well as other firm programs to manage budget tracking and forecasting with adherence to Firm policies Facilitate and manage resolution of client inquiries\u002Frequests Morgan Stanley EOE committed to diversifying its workforce. Participate in national calls to lean about new platform changes, policy and procedure updates, share best practices and learn about other timely updates Identify and implement process improvements to ensure teams are maximizing productivity and driving efficiencies Additional operational oversight may be required Administer other duties as delegates by the Market Business Service Officer EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: EDUCATION AND\u002FOR EXPERIENCE Bachelor’s degree required or equivalent education Previous industry experience Active Series 7 (GS), Series 9 and Series 10 (SU), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) required Other licenses as required for the role or by management KNOWLEDGE AND SKILLS Effective written and verbal communication skills Strong attention to detail Ability to prioritize and resolve complex needs and escalate as necessary Ability to identify issues and trends in order to anticipate change and provide comprehensive solutions and remedies Evidence of strong leadership and talent development capabilities Previous supervisory experience preferred Exceptional organizational and time management skills Exceptional conflict resolution skills Ability to manage relationships, motivate and lead groups of people at various levels throughout the market Knowledge of Firm’s Risk & Compliance policies Ability to think strategically Reports to: • Market Business Service Officer Direct reports: • Support Professionals 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $120,000 and $165,000 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1246,"slug":1247,"title":803,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1248},48975,"registered-client-relationship-analyst-ms-smith-barney-llc-2","Registered Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and\u002For FA\u002FPWA\u002Fteam 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\u002For documents in a clerical capacity at the direction of the client and\u002For FA\u002FPWA\u002Fteam 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\u002For FA\u002FPWA\u002Fteam Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) Accept or enter unsolicited orders and\u002For enter solicited orders in a clerical capacity at the direction of the FA\u002FPWA\u002Fteam Assists Financial Advisor(s) \u002F team in delivering against their business plan and client service model Supporting the Financial Advisor\u002F team marketing strategy (e.g, website maintenance) Assist FAs\u002FPWAs\u002Fteams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems Assist with data entry for key client needs such as new account opening and financial planning at the direction of the FAs\u002FPWAs\u002Fteams Remaining current on all policies, procedures and new platforms Participating in firm initiatives (e.g., training or education programs), special projects and\u002For 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 Financial Advisor \u002F 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience High School Diploma\u002FEquivalency College degree preferred Active Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Two or more years of industry experience preferred Knowledge\u002FSkills 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $35,360 - $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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1250,"slug":1251,"title":1252,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1253},48980,"field-director-integrated-firm-field-engagement-team-ifet-ms-smith-barney-llc","Field Director - Integrated Firm Field Engagement Team (IFET)","We're looking for a strategic, collaborative Field Director to join our Integrated Firm Field Engagement Team (IFET). This role partners with Market Executives and Financial Advisors to deliver integrated solutions that bring the firm's full global and institutional capabilities to clients. What you'll do: > Partner across Wealth, Workplace, and Institutional teams to deliver holistic client solutions > Identify and activate new growth opportunities across the firm's platform > Embed institutional thinking into advisor practices and local market strategies > Lead 1:1 advisor engagements, book reviews, and opportunity development > Drive adoption of firm initiatives with measurable field impact > Facilitate strategy sessions, market calls, and advisor forums What we're looking for: > Wealth Management experience; field and advisor engagement preferred > Collaborative leader with the ability to influence across teams > Strategic thinker with strong execution skills > Familiarity with Workplace and Institutional capabilities a plus > Series 7 & 63 (or equivalent) > ~25% travel *This role can be located in either New York or San Francisco, CA Join us to help shape how we deliver integrated, outcome-oriented solutions to clients. > Series 7 & 63 (or equivalent) 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. New York City: Expected base pay rates for the role will be between $120,000 and $210,000 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. California: Expected base pay rates for the role will be between $120,000 and $210,000 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1255,"slug":1256,"title":125,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":547},48982,"intern-ms-smith-barney-llc-22",{"id":1258,"slug":1259,"title":1039,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1260},48984,"risk-officer-ms-smith-barney-llc-4","The Risk Officer is responsible for a wide variety of supervisory, compliance, and risk functions. In conjunction with the Senior Risk Officer, the Risk Officer has accountability for maintaining a consistent controlled environment through adherence of business ethics and practices and adherence to all applicable Federal, State and Local laws, Morgan Stanley Wealth Management policies, and other regulations. Then the Risk Officer keeps the Senior Risk Officer informed of significant matters. The Risk Officer role is a non-revenue sharing position that reports to the Senior Risk Officer. DUTIES and RESPONSIBILITIES: Surveillance and Supervision Primary responsibility for all risk, supervisory, and compliance function for respective branch location(s) Facilitates any supervisory inquiry or process that requires escalation from the Senior Risk Officer and\u002For the Regional Risk Officer Focuses on business ethics and regulatory and compliance practices Provides coaching and guidance on policies and procedures in order to promote risk awareness and a compliant environment Ensure proper procedures are in place to ensure that approvals are handled appropriately and timely Risk Management\u002FCompliance\u002FLegal Monitors and implements procedures to manage all facets of risk, including data security Facilitates regular and consistent communication of Morgan Stanley Wealth Management policies and other regulations Liaises with the Legal and Compliance Division with customer complaints and litigation Together with the Market Manager and Senior Risk Officer, ensures appropriate supervisory coverage is maintained at all times Oversees responsibilities outlined in the Branch Supervisory Manual, as well as new policies to ensure the Market has procedures in place Supports in the preparation for and response to audits, and ensures that any audit findings are appropriately responded to and remediated Works with Market Manager and Senior Risk Officer to monitor people risk, and ensures appropriate action is taken Responsible for proactive client contact in determining suitability and managing risk Active involvement with the region regarding matters presented to the Credit Committee Primary source for intelligence on risk in regard to clients and FAs Administrative Works closely with Special Investigation Unit on any Human Resources issues as related to risk and compliance. Together with the Senior Risk Officer facilitates the training on Morgan Stanley Wealth Management compliance policies and procedures. Assists in the review and on boarding of FA recruits Qualifications - External Education and\u002For Experience Bachelor’s degree required or equivalent education or experience Previous industry experience Active Series 7, 8 (or 9 and 10), and 63, 65 (or 66) Other licenses as required for role or by management Knowledge\u002FSkills Knowledge of SEC, FINRA and Firm Compliance Policies and Procedures Effective written and verbal communication skills Strong attention to detail Ability to prioritize and resolve complex problems and escalate as necessary Ability to identify issues and trends in order to anticipate change and provide recommended comprehensive solutions and remedies Evidence of strong leadership capabilities or previous supervisory experience Ability to organize and prioritize workflow and assignments in a deadline oriented environment Ability to interact with Financial Advisors and clients Excellent judgment and the ability to be discreet in all matters Strong work ethic Reports to: Senior Risk 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $120,000 and $170,000 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1262,"slug":1263,"title":61,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1264},48985,"registered-client-service-associate-ms-smith-barney-llc-9","Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: • Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships • Executing money movement transactions at the request of the client and\u002For FA\u002FPWA\u002Fteam • 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\u002For documents in aa clerical capacity at the direction of the client and\u002For FA\u002FPWA\u002Fteam • 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\u002For FA\u002FPWA\u002Fteam • Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) • Accept or enter unsolicited orders and\u002For enter solicited orders in a clerical capacity at the direction of the FA\u002FPWA\u002Fteam • Supporting the FAs \u002F PWAs \u002F teams’ marketing strategy (e.g., website maintenance) • Assist FAs \u002F PWAs\u002F 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\u002For 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 \u002F PWAs \u002F 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience • High School Diploma\u002FEquivalency • College degree preferred • Active Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) • Two or more years of industry experience preferred Knowledge\u002FSkills • 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1266,"slug":1267,"title":61,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1264},48986,"registered-client-service-associate-ms-smith-barney-llc-10",{"id":1269,"slug":1270,"title":61,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1271},48990,"registered-client-service-associate-ms-smith-barney-llc-11","POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: • Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships • Executing money movement transactions at the request of the client and\u002For FA\u002FPWA\u002Fteam • 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\u002For documents in aa clerical capacity at the direction of the client and\u002For FA\u002FPWA\u002Fteam • 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\u002For FA\u002FPWA\u002Fteam • Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) • Accept or enter unsolicited orders and\u002For enter solicited orders in a clerical capacity at the direction of the FA\u002FPWA\u002Fteam • Supporting the FAs \u002F PWAs \u002F teams’ marketing strategy (e.g., website maintenance) • Assist FAs \u002F PWAs\u002F 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\u002For 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 \u002F PWAs \u002F 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience • High School Diploma\u002FEquivalency • College degree preferred • Active Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) • Two or more years of industry experience preferred Knowledge\u002FSkills • 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Salary range for the position: $32,200 and $90,000 per year. 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 X Vacation Days annually), 10 Paid Holidays, 401(k), and Short\u002FLong Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1273,"slug":1274,"title":9,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":743},48991,"client-relationship-analyst-ms-smith-barney-llc-11",{"id":1276,"slug":1277,"title":108,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1278},48992,"client-service-associate-ms-smith-barney-llc-12","POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and\u002For FA\u002FPWA\u002Fteam 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\u002For documents in aa clerical capacity at the direction of the client and\u002For FA\u002FPWA\u002Fteam 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\u002For FA\u002FPWA\u002Fteam Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) Accept or enter unsolicited orders and\u002For enter solicited orders in a clerical capacity at the direction of the FA\u002FPWA\u002Fteam Supporting the FAs \u002F PWAs \u002F teams’ marketing strategy (e.g., website maintenance) Assist FAs \u002F PWAs\u002F 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\u002For 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 \u002F PWAs \u002F 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience High School Diploma\u002FEquivalency College degree preferred Active Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Two or more years of industry experience preferred Knowledge\u002FSkills 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $66,500 and $78,200 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1280,"slug":1281,"title":125,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1282},48994,"intern-ms-smith-barney-llc-24","Responsibilities: Gain industry and organizational knowledge through daily business interactions and job assignments. Develop business, financial and analytical skills needed for career in global wealth management and financial services. Provide marketing and sales support to branches and their teams. Perform market research. Gain exposure to wealth management business, products, services and clients’ financial needs. Requirements: High school diploma required. In pursuit of college degree preferable. At least 18 years of age. Internships are intended to be positions that are for limited duration, with a maximum duration ten months. Strong desire to gain further understanding of the global wealth management business. Effective communication and interpersonal skills (both written and verbal) Ability to work on a team. Strong analytical skills and ability to interpret. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership\u002Funion status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M\u002FF\u002FDisability\u002FVet). 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $40.00 and $40.00 per [hour\u002Fyear] 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1284,"slug":1285,"title":306,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1286},48995,"wealth-management-associate-ms-smith-barney-llc-5","Job Description POSITION SUMMARY: Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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)\u002F Private Wealth Advisor(s) (PWAs)\u002F teams, this role will focus on assisting in areas such as digital marketing, portfolio holdings and\u002For proposal tools and financial planning. DUTIES and RESPONSIBILITIES: Client Support: As a senior member of the service team, provide coverage for an FA\u002FPWA\u002Fteam including: Cultivating relationships with business partners and colleagues internally and externally Supporting the FA\u002FPWA\u002Fteam in enhancing new and existing client relationships by providing an exceptional client experience Assisting the FA\u002FPWA\u002Fteam 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\u002Fas needed Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and\u002For FA\u002FPWA\u002Fteam, 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\u002For 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\u002FPWA\u002Fteam 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\u002FPWA\u002Fteam, 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\u002For FA\u002FPWA\u002Fteam, 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\u002For FA\u002FPWA\u002Fteam, assisting with research using firm-approved systems Qualifications EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience At the request of FA\u002FPWA\u002Fteam, participating in existing client and\u002For prospective client meetings, representing the service lens Participating in firm initiatives (e.g., training or education programs), special projects and\u002For other duties directed by local management Knowledge\u002FSkills 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 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1288,"slug":1289,"title":1290,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1291},48999,"portfolio-management-associate-director-ms-smith-barney-llc","Portfolio Management Associate Director","Expected base pay rates for the role will be between $90,000 and $130,000 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. 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1293,"slug":1294,"title":306,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1295},49002,"wealth-management-associate-ms-smith-barney-llc-7","POSITION SUMMARY: Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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)\u002F Private Wealth Advisor(s) (PWAs)\u002F teams, this role will focus on assisting in areas such as digital marketing, portfolio holdings and\u002For proposal tools and financial planning. DUTIES and RESPONSIBILITIES: Client Support: As a senior member of the service team, provide coverage for an FA\u002FPWA\u002Fteam including: Cultivating relationships with business partners and colleagues internally and externally Supporting the FA\u002FPWA\u002Fteam in enhancing new and existing client relationships by providing an exceptional client experience Assisting the FA\u002FPWA\u002Fteam 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\u002Fas needed Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and\u002For FA\u002FPWA\u002Fteam, 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\u002For 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\u002FPWA\u002Fteam 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\u002FPWA\u002Fteam, 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\u002For FA\u002FPWA\u002Fteam, 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\u002For FA\u002FPWA\u002Fteam, assisting with research using firm-approved systems Qualifications EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience At the request of FA\u002FPWA\u002Fteam, participating in existing client and\u002For prospective client meetings, representing the service lens Participating in firm initiatives (e.g., training or education programs), special projects and\u002For other duties directed by local management Knowledge\u002FSkills 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 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $90,000 and $130,000 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1297,"slug":1298,"title":623,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1299},49003,"business-service-officer-ms-smith-barney-llc-6","Business Service Officers (BSO) are responsible for shaping the future of service by modernizing our client experience through an elevated standard of care. The Business Service Officer (BSO) will report directly to the Market Business Service Officer (MBSO) and is responsible for the supervision, management of Support Professionals and execution of all business and service functions within the assigned branches. Additional job responsibilities include facilitating communication and training for Service Professionals, partner with Market Sales and Risk teams to ensure execution in all aspects of the business and further support the MBSO with delivering on service initiatives. DUTIES and RESPONSIBILITIES: People Management and Communication Lead the Branch in executing the organization’s strategic priorities by influencing and coaching behavioral change with a focus on consistency, quality, and compliance with Firm policies and procedures Lead, mentor, and supervise a team of Support and Service Professionals Promote cross-training, learning, development and recognition of Service and Support Professionals within the market Facilitate the interviewing, selection and onboarding of new hires, including newly recruited Financial Advisors and their Support Professionals Partner with MBSO and Human Resources regarding all aspects of people management, including annual performance reviews, performance management and conflict resolution Maintain strong relationships with key partners within the Branch, Market, Region and Home Office including participation in team meetings, regional and national calls Consistently conduct Support Professional one-on-one meetings for coaching opportunities, career goal setting, job related activities, firm opportunities and team building; this includes meeting with Advisor teams to address service needs Manage and oversee Support Professionals coverage for Financial Advisors in the Branch Identify Support Professional recognition opportunities within the market through sharing of best practices, success stories and achievements Promote a branch culture that’s consistent with the Firm’s core values, including championing diversity and inclusion Operational Oversight Operational Oversight Manages travel and entertainment expenses for Advisors as well as other firm programs to manage budget tracking and forecasting with adherence to Firm policies Facilitate and manage resolution of client inquiries\u002Frequests Morgan Stanley EOE committed to diversifying its workforce. Participate in national calls to lean about new platform changes, policy and procedure updates, share best practices and learn about other timely updates Identify and implement process improvements to ensure teams are maximizing productivity and driving efficiencies Additional operational oversight may be required Administer other duties as delegates by the Market Business Service Officer EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: EDUCATION AND\u002FOR EXPERIENCE Bachelor’s degree required or equivalent education Previous industry experience Active Series 7 (GS), Series 9 and Series 10 (SU), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) required Other licenses as required for the role or by management KNOWLEDGE AND SKILLS Effective written and verbal communication skills Strong attention to detail Ability to prioritize and resolve complex needs and escalate as necessary Ability to identify issues and trends in order to anticipate change and provide comprehensive solutions and remedies Evidence of strong leadership and talent development capabilities Previous supervisory experience preferred Exceptional organizational and time management skills Exceptional conflict resolution skills Ability to manage relationships, motivate and lead groups of people at various levels throughout the market Knowledge of Firm’s Risk & Compliance policies Ability to think strategically Reports to: • Market Business Service Officer Direct reports: • Support Professionals 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Salary range for the position: $120,000 - $170, 000 per year. 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\u002FLong Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1301,"slug":1302,"title":108,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1059},49006,"client-service-associate-ms-smith-barney-llc-16",{"id":1304,"slug":1305,"title":623,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1306},49010,"business-service-officer-ms-smith-barney-llc-7","Business Service Officers (BSO) are responsible for shaping the future of service by modernizing our client experience through an elevated standard of care. The Business Service Officer (BSO) will report directly to the Complex Business Service Officer (CBSO) and is responsible for the supervision, management of Support Professionals and execution of all business and service functions within the assigned branches. Additional job responsibilities include facilitating communication and training for Service Professionals, partner with Complex Sales and Risk teams to ensure execution in all aspects of the business and further support the CBSO with delivering on service initiatives. DUTIES and RESPONSIBILITIES: People Management and Communication Lead the Branch in executing the organization’s strategic priorities by influencing and coaching behavioral change with a focus on consistency, quality, and compliance with Firm policies and procedures Lead, mentor, and supervise a team of Support and Service Professionals Promote cross-training, learning, development and recognition of Service and Support Professionals within the Complex Facilitate the interviewing, selection and onboarding of new hires, including newly recruited Financial Advisors and their Support Professionals Partner with CBSO and Human Resources regarding all aspects of people management, including annual performance reviews, performance management and conflict resolution Maintain strong relationships with key partners within the Branch, Complex, Region and Home Office including participation in team meetings, regional and national calls Consistently conduct Support Professional one-on-one meetings for coaching opportunities, career goal setting, job related activities, firm opportunities and team building; this includes meeting with Advisor teams to address service needs Manage and oversee Support Professionals coverage for Financial Advisors in the Branch Identify Support Professional recognition opportunities within the complex through sharing of best practices, success stories and achievements Promote a branch culture that’s consistent with the Firm’s core values, including championing diversity and inclusion Operational Oversight Manages travel and entertainment expenses for Advisors as well as other firm programs to manage budget tracking and forecasting with adherence to Firm policies Facilitate and manage resolution of client inquiries\u002Frequests Participate in national calls to lean about new platform changes, policy and procedure updates, share best practices and learn about other timely updates Identify and implement process improvements to ensure teams are maximizing productivity and driving efficiencies Additional operational oversight may be required Administer other duties as delegates by the Complex Business Service Officer Qualifications - External EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience Bachelor’s degree required or equivalent education Previous industry experience Active Series 7, 8 (or 9 and 10), and 66 (or 63 and 65) Other licenses as required for the role or by management Knowledge\u002FSkills Effective written and verbal communication skills Strong attention to detail Ability to prioritize and resolve complex needs and escalate as necessary Ability to identify issues and trends in order to anticipate change and provide comprehensive solutions and remedies Evidence of strong leadership and talent development capabilities Previous supervisory experience preferred Exceptional organizational and time management skills Exceptional conflict resolution skills Ability to manage relationships, motivate and lead groups of people at various levels throughout the Complex Knowledge of Firm’s Risk & Compliance policies Ability to think strategically Reports to: Complex Business Service Officer Direct reports: Support Professionals 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1308,"slug":1309,"title":108,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1310},49011,"client-service-associate-ms-smith-barney-llc-18","Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and\u002For FA\u002FPWA 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\u002For documents in a clerical capacity at the direction of the client and\u002For FA\u002FPWA Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) Supporting the FAs\u002FPWAs\u002Fteams’ marketing strategy (e.g., website maintenance) Assist FAs\u002FPWAs\u002Fteams 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\u002For other duties directed by local management ADMINISTRATIVE SUPPORT: Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs\u002FPWAs\u002Fteams 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: High School Diploma\u002FEquivalency College degree preferred Industry experience is a plus Willingness to obtain Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Knowledge\u002FSkills 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 multi-task 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $34,320.00 and $90,000.00 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1312,"slug":1313,"title":125,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1314},49013,"intern-ms-smith-barney-llc-26","Responsibilities Gain industry and organizational knowledge through daily business interactions and job assignments. Develop business, financial and analytical skills needed for career in global wealth management and financial services. Provide marketing and sales support to branches and their teams. Perform market research. Gain exposure to wealth management business, products, services and clients’ financial needs. Requirements High school diploma required. In pursuit of college degree preferable. At least 18 years of age. Internships are intended to be positions that are for limited duration, with a maximum duration ten months. Strong desire to gain further understanding of the global wealth management business. Effective communication and interpersonal skills (both written and verbal) Ability to work on a team. Strong analytical skills and ability to interpret. 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $15 and $20 per hour 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1316,"slug":1317,"title":1039,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1318},49014,"risk-officer-ms-smith-barney-llc-5","The Risk Officer is responsible for a wide variety of supervisory, compliance, and risk functions. In conjunction with the Senior Risk Officer, the Risk Officer has accountability for maintaining a consistent controlled environment through adherence of business ethics and practices and adherence to all applicable Federal, State and Local laws, Morgan Stanley Wealth Management policies, and other regulations. Then the Risk Officer keeps the Senior Risk Officer informed of significant matters. The Risk Officer role is a non-revenue sharing position that reports to the Senior Risk Officer. DUTIES and RESPONSIBILITIES: Surveillance and Supervision Primary responsibility for all risk, supervisory, and compliance function for respective branch location(s) Facilitates any supervisory inquiry or process that requires escalation from the Senior Risk Officer and\u002For the Regional Risk Officer Focuses on business ethics and regulatory and compliance practices Provides coaching and guidance on policies and procedures in order to promote risk awareness and a compliant environment Ensure proper procedures are in place to ensure that approvals are handled appropriately and timely Risk Management\u002FCompliance\u002FLegal Monitors and implements procedures to manage all facets of risk, including data security Facilitates regular and consistent communication of Morgan Stanley Wealth Management policies and other regulations Liaises with the Legal and Compliance Division with customer complaints and litigation Together with the Market Manager and Senior Risk Officer, ensures appropriate supervisory coverage is maintained at all times Oversees responsibilities outlined in the Branch Supervisory Manual, as well as new policies to ensure the Market has procedures in place Supports in the preparation for and response to audits, and ensures that any audit findings are appropriately responded to and remediated Works with Market Manager and Senior Risk Officer to monitor people risk, and ensures appropriate action is taken Responsible for proactive client contact in determining suitability and managing risk Active involvement with the region regarding matters presented to the Credit Committee Primary source for intelligence on risk in regard to clients and FAs Administrative Works closely with Special Investigation Unit on any Human Resources issues as related to risk and compliance. Together with the Senior Risk Officer facilitates the training on Morgan Stanley Wealth Management compliance policies and procedures. Assists in the review and on boarding of FA recruits Qualifications - External Education and\u002For Experience Bachelor’s degree required or equivalent education or experience Previous industry experience Active Series 7, 8 (or 9 and 10), and 63, 65 (or 66) Other licenses as required for role or by management Knowledge\u002FSkills Knowledge of SEC, FINRA and Firm Compliance Policies and Procedures Effective written and verbal communication skills Strong attention to detail Ability to prioritize and resolve complex problems and escalate as necessary Ability to identify issues and trends in order to anticipate change and provide recommended comprehensive solutions and remedies Evidence of strong leadership capabilities or previous supervisory experience Ability to organize and prioritize workflow and assignments in a deadline oriented environment Ability to interact with Financial Advisors and clients Excellent judgment and the ability to be discreet in all matters Strong work ethic Reports to: Senior Risk 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $120,000 and $160,000 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1320,"slug":1321,"title":108,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1181},49015,"client-service-associate-ms-smith-barney-llc-19",{"id":1323,"slug":1324,"title":623,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1325},49016,"business-service-officer-ms-smith-barney-llc-8","POSITION SUMMARY Business Service Officers (BSO) are responsible for shaping the future of service by modernizing our client experience through an elevated standard of care. The Business Service Officer (BSO) will report directly to the Market Business Service Officer (MBSO) and is responsible for the supervision, management of Support Professionals and execution of all business and service functions within the assigned branches. Additional job responsibilities include facilitating communication and training for Service Professionals, partner with Market Sales and Risk teams to ensure execution in all aspects of the business and further support the MBSO with delivering on service initiatives. DUTIES and RESPONSIBILITIES: People Management and Communication Lead the Branch in executing the organization’s strategic priorities by influencing and coaching behavioral change with a focus on consistency, quality, and compliance with Firm policies and procedures Lead, mentor, and supervise a team of Support and Service Professionals Promote cross-training, learning, development and recognition of Service and Support Professionals within the Market Facilitate the interviewing, selection and onboarding of new hires, including newly recruited Financial Advisors and their Support Professionals Partner with MBSO and Human Resources regarding all aspects of people management, including annual performance reviews, performance management and conflict resolution Maintain strong relationships with key partners within the Branch, Market, Region and Home Office including participation in team meetings, regional and national calls Consistently conduct Support Professional one-on-one meetings for coaching opportunities, career goal setting, job related activities, firm opportunities and team building; this includes meeting with Advisor teams to address service needs Manage and oversee Support Professionals coverage for Financial Advisors in the Branch Identify Support Professional recognition opportunities within the complex through sharing of best practices, success stories and achievements Promote a branch culture that’s consistent with the Firm’s core values, including championing diversity and inclusion Operational Oversight Manages travel and entertainment expenses for Advisors as well as other firm programs to manage budget tracking and forecasting with adherence to Firm policies Facilitate and manage resolution of client inquiries\u002Frequests Participate in national calls to lean about new platform changes, policy and procedure updates, share best practices and learn about other timely updates Identify and implement process improvements to ensure teams are maximizing productivity and driving efficiencies Additional operational oversight may be required Administer other duties as delegates by the Market Business Service Officer EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience Bachelor’s degree required or equivalent education Previous industry experience Active Series 7, 8 (or 9 and 10), and 66 (or 63 and 65) Other licenses as required for the role or by management Knowledge\u002FSkills Effective written and verbal communication skills Strong attention to detail Ability to prioritize and resolve complex needs and escalate as necessary Ability to identify issues and trends in order to anticipate change and provide comprehensive solutions and remedies Evidence of strong leadership and talent development capabilities Previous supervisory experience preferred Exceptional organizational and time management skills Exceptional conflict resolution skills Ability to manage relationships, motivate and lead groups of people at various levels throughout the Market Knowledge of Firm’s Risk & Compliance policies Ability to think strategically Reports to: Market Business Service Officer Direct reports: Support Professionals 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $120,000 - $170,000 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1327,"slug":1328,"title":61,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1329},49030,"registered-client-service-associate-ms-smith-barney-llc-13","POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: • Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships • Executing money movement transactions at the request of the client and\u002For FA\u002FPWA\u002Fteam • 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\u002For documents in aa clerical capacity at the direction of the client and\u002For FA\u002FPWA\u002Fteam • 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\u002For FA\u002FPWA\u002Fteam • Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) • Accept or enter unsolicited orders and\u002For enter solicited orders in a clerical capacity at the direction of the FA\u002FPWA\u002Fteam • Supporting the FAs \u002F PWAs \u002F teams’ marketing strategy (e.g., website maintenance) • Assist FAs \u002F PWAs\u002F 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\u002For 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 \u002F PWAs \u002F 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience • High School Diploma\u002FEquivalency • College degree preferred • Active Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) • Two or more years of industry experience preferred Knowledge\u002FSkills • 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $31,200 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1331,"slug":1332,"title":1039,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1318},49031,"risk-officer-ms-smith-barney-llc-6",{"id":1334,"slug":1335,"title":108,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1336},49053,"client-service-associate-ms-smith-barney-llc-20","Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate 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 require documentation, processing money movement transactions as an example 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\u002Fmonthly field service professional and\u002For 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\u002For Experience High School Diploma\u002FEquivalency College degree preferred Industry experience is a plus Willingness to obtain Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Knowledge\u002FSkills Strong computer skills and knowledge of Microsoft Office products Exceptional writing, interpersonal and client service skills Detail orientated with superior organizational skills and ability to prioritize tasks 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 Reports to: Business Service Manager 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1338,"slug":1339,"title":108,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":757},49055,"client-service-associate-ms-smith-barney-llc-21",{"id":1341,"slug":1342,"title":1343,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1344},49056,"financial-planning-analyst-ms-smith-barney-llc","Financial Planning Analyst","POSITION SUMMARY Financial Planning Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F teams on a daily basis. As key members of the service team, the Financial Planning Analyst position offers a unique opportunity to assist Financial Advisors (FA) \u002F Private Wealth Advisors (PWA)\u002Fteams with the use of firm-approved financial planning systems and engaging with clients. DUTIES and RESPONSIBILITIES: Cultivating relationships with business partners and colleagues, including Financial Planning Directors and other specialists Supporting the FA\u002FPWA\u002Fteam in enhancing new and existing client relationships through an exceptional client experience In conjunction with the FA\u002FPWA\u002Fteam, participate in existing client and\u002For prospective client meetings to review financial plans, representing the service lens Utilize the Firm’s financial planning tools and work with FAs\u002FPWAs\u002Fteams to enhance client relationships and generate financial plans Help build and establish a repeatable and scalable planning process for FAs\u002FPWAs\u002Fteam as a part of their book of business At the request of FA\u002FPWA\u002Fteam, participating in existing client and\u002For prospective client meetings to review financial plans, representing the service lens Providing guidance and support to peers within the market, assisting with financial planning support in an administrative capacity (e.g., tool usage) as needed Remaining current on all policies, procedures and new platforms Participating in firm initiatives (e.g., training or education programs), special projects and\u002For other duties directed by local management – particularly those relating to financial planning EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience 5+ years of work experience in a field relevant to the position required 4-year college degree or professional certification preferred Active Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) required Complete and maintain internal Financial Planning Specialist designation requirements Willingness to obtain Certified Financial Planner (CFP) and\u002For Certified Private Wealth Advisor (CPWA) designation Knowledge\u002FSkills Knowledge of financial planning Excellent listening 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 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 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1346,"slug":1347,"title":803,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1348},49057,"registered-client-relationship-analyst-ms-smith-barney-llc-4","POSITION SUMMARY Registered Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and\u002For FA\u002FPWA\u002Fteam 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\u002For documents in a clerical capacity at the direction of the client and\u002For FA\u002FPWA\u002Fteam 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\u002For FA\u002FPWA\u002Fteam Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) Accept or enter unsolicited orders and\u002For enter solicited orders in a clerical capacity at the direction of the FA\u002FPWA\u002Fteam Assists Financial Advisor(s) \u002F team in delivering against their business plan and client service model Supporting the Financial Advisor\u002F team marketing strategy (e.g, website maintenance) Assist FAs\u002FPWAs\u002Fteams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems Assist with data entry for key client needs such as new account opening and financial planning at the direction of the FAs\u002FPWAs\u002Fteams Remaining current on all policies, procedures and new platforms Participating in firm initiatives (e.g., training or education programs), special projects and\u002For 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 Financial Advisor \u002F 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience High School Diploma\u002FEquivalency College degree preferred Active Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Two or more years of industry experience preferred Knowledge\u002FSkills 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Salary range for the position: $33,250 and $90,000 per year. 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 X Vacation Days annually), 10 Paid Holidays, 401(k), and Short\u002FLong Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1350,"slug":1351,"title":108,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":757},49058,"client-service-associate-ms-smith-barney-llc-22",{"id":1353,"slug":1354,"title":1355,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1356},49059,"pwm-registered-client-service-associate-ms-smith-barney-llc","PWM Registered Client Service Associate","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\u002For 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\u002Fmonthly field service professional and\u002For 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\u002For Experience • Active Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) • Two or more years of industry experience preferred • High School Diploma\u002FEquivalency • College degree preferred Knowledge\u002FSkills • 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 Manager 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1358,"slug":1359,"title":108,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":757},49061,"client-service-associate-ms-smith-barney-llc-24",{"id":1361,"slug":1362,"title":306,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1363},49062,"wealth-management-associate-ms-smith-barney-llc-8","POSITION SUMMARY: The Wealth Management Associate is often the first point of contact with clients on a broad array of services related to account servicing, financial plans and investment portfolios. Under the direction of the Financial Advisor \u002F Private Wealth Advisor, this industry professional combines relationship management with marketing skills, and product knowledge to cultivate longstanding relationships with clients. This self-starter must be able to work across the team and across the firm to respond quickly and accurately to client questions and concerns. The Wealth Management Associate is an integral member of the advisory team and is responsible for delivering a consistent, positive client experience to help ensure all commitments are completed and delivered in a timely manner. DUTIES and RESPONSIBILITIES: Client Support: Establishes and cultivates trusting relationships with new and existing clients, proactively helping them understand their investments and planning strategies, often with guidance and input from team members Assists Financial Advisors \u002F Private Wealth Advisors in the development and delivery of financial and investment strategies that aim to address each client’s specific goals and concerns Leads a team-wide effort to organize, streamline and enhance a client experience that emphasizes value, service and attention to detail Thoroughly understands and utilizes the firm’s financial planning tools to analyze complex financial information and lead presentations in partnership with the Financial Advisors \u002F Private Wealth Advisors Prepares performance reports and other data for clients that may involve evaluating account performance, analyzing investment portfolio holdings and generating quarterly investment performance monitors Provides ongoing support in educating clients about specific products and services offered at the firm Develops presentation materials and proposals to assist Financial Advisors in cultivating new business opportunities May participate in or conduct client meetings with or on behalf of the Financial Advisors \u002F Private Wealth Advisors Works with clients on the execution of orders in Brokerage and Advisory accounts Assists clients with market and stock research Designs and produces strategy reports and other types of communications for Financial Advisor \u002F Private Wealth Advisor to use with clients and prospects as part of the overall marketing initiative Conducts quarterly\u002Fannual business performance reviews in partnership with the Financial Advisor \u002F Private Wealth Advisor Manages events, webinars and seminars by organizing, marketing and setting up the venue in collaboration with the Financial Advisor \u002F Private Wealth Advisor Business Development & Operational Support: Develops customized presentation materials and manages performance measurements on existing accounts to market and attract new clients Collaborates with the Financial Advisor \u002F Private Wealth Advisor to develop an overall business plan and marketing strategy that may include targeted events and customized seminars Develops, implements and communicates enhanced service protocols and new procedures, products and portfolio enhancements to existing clients Identifies and implements practice management opportunities by interfacing with various departments across the firm Coordinates enrollment campaigns\u002Fmeetings for existing clients Assigns work to team’s Client Service Associate as appropriate Cultivates and develops relationships with business partners internally and externally Provides tailored recommendations to the Financial Advisor \u002F Private Wealth Advisor about specific client situations and opportunities to consider Proactively participates in firm initiatives directed by local management EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience 5+ years of work experience in a field relevant to the position required Four-year college degree or professional certification preferred Active SIE, Series 7 and 66 (or 63 and 65) licenses Additional product licenses may be required Knowledge\u002FSkills Enjoys working with people and problem solving Effective written and verbal communication skills Knowledge of financial industry and investment products preferred Strong understanding of applicable compliance rules, regulations and firm policies Able to work independently and effectively on a team Demonstrates leadership skills Strong computer skills, including knowledge of Microsoft Office (Word, Excel and PowerPoint) Detail-oriented with superior organizational skills and ability to prioritize tasks Ability and interest in working in a fast-paced, evolving environment Reports to: Business Service Manager 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1365,"slug":1366,"title":108,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1367},49063,"client-service-associate-ms-smith-barney-llc-25","Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: • Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships • Executing money movement transactions at the request of the client and\u002For FA\u002FPWA • 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\u002For documents in a clerical capacity at the direction of the client and\u002For FA\u002FPWA • Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) • Supporting the FAs\u002FPWAs\u002Fteams’ marketing strategy (e.g., website maintenance) • Assist FAs\u002FPWAs\u002Fteams 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\u002For other duties directed by local management ADMINISTRATIVE SUPPORT: • Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs\u002FPWAs\u002Fteams 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience • High School Diploma\u002FEquivalency • College degree preferred Morgan Stanley EOE committed to diversifying its workforce. M\u002FF\u002FD\u002FV Version: 7\u002F10\u002F2024 Morgan Stanley Client Service Associate Job Description • Industry experience is a plus • Willingness to obtain Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Knowledge\u002FSkills • 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 multi-task • 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $31,200 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1369,"slug":1370,"title":108,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1035},49064,"client-service-associate-ms-smith-barney-llc-26",{"id":1372,"slug":1373,"title":125,"location":10,"raw_job_location_address_addressLocality":589,"raw_hiringOrganization_logo_url":10,"raw_description":1374},60328,"intern-711-ms-smith-barney-llc-3","Responsibilities: Gain industry and organizational knowledge through daily business interactions and job assignments. Develop business, financial and analytical skills needed for career in global wealth management and financial services. Provide marketing and sales support to branches and their teams. Perform market research. Gain exposure to wealth management business, products, services and clients’ financial needs. Requirements: High school diploma required. In pursuit of college degree preferable. At least 18 years of age. Internships are intended to be positions that are for limited duration, with a maximum duration ten months. Strong desire to gain further understanding of the global wealth management business. Effective communication and interpersonal skills (both written and verbal) Ability to work on a team. Strong analytical skills and ability to interpret. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership\u002Funion status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M\u002FF\u002FDisability\u002FVet). 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Salary range for the position: $17.05 - $17.05 \u002Fhour. 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 0 Vacation Days annually), 10 Paid Holidays, 401(k), and Short\u002FLong Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1376,"slug":1377,"title":1225,"location":10,"raw_job_location_address_addressLocality":1378,"raw_hiringOrganization_logo_url":10,"raw_description":1379},60332,"branch-administrator-711-ms-smith-barney-llc","221 E 4th St- OH","POSITION SUMMARY: The Branch Administrator (BA) is responsible for providing overall administrative support for the Branch, including assisting the Branch Manager in connection with matters affecting the Branch facilities, Financial Advisors, and Support Staff. The BA may be responsible for multiple branch locations at the direction of the Market Management team. As a BA, you must act as a culture carrier as it relates to the core values of the firm. This role enables you to learn about all aspects of the business at a high level, and the wide range of responsibilities presents opportunities to grow skill sets and progress your career within the business. DUTIES and RESPONSIBILITIES: Expense Management Support Manage Travel & Entertainment (T&E) and Events and Conferences (EnC) expense requests to ensure compliance with Firm policy utilizing online business systems Coordinate events and meetings for the Branch, including all pre-approvals, event logistics\u002Fplanning and accounting for meetings including employee, management, Councils, National Sales partners, external wholesalers, and others as directed Work with Accounts Payable to manage invoices, vendor set up\u002Fmaintenance, payment reconciliations or issues Maintain and review Branch finance and expense management information in collaboration with MBSO and\u002For Business Service Officer (BSO) Management Support Navigate the firm’s resources and act as a liaison with Market Administrator in addition to other various internal and external business partners, including managing requests and escalating as needed Provide organizational support for Human Resources by leveraging associated HR systems (I-9 processing, New Hire onboarding, internal transfers and employee termination paperwork) Proactively participate in firm initiatives directed by local management Communicate and manage firm initiatives for the Branch (e.g., Global Volunteer Month, Annual Appeal) as well as regional and Market initiatives as directed Actively engage in available training and education programs to maintain current status on policies, procedures and risk awareness (including licensing requirements for Branch personnel) Facilitate and\u002For conduct ad hoc projects, training, and events for the Branch as necessary Office Administration Support Perform administrative functions for Branch Management team, including telephone coverage, business travel arrangements, coordination of internal and external meetings & events, and file & calendar maintenance Serve as a point of contact for Branch facilities management and maintain up-to-date office utilization information in the internal firm system Serve as a point of contact for personnel needs (e.g., benefits enrollment, registration\u002Flicensing, and communication of policy and updates as it relates to HR and Registration matters), Serve as a point of contact for local administrative tasks (e.g., Alternative Flexible Grid (AFG) checkpoints, CPR\u002FAED training and certifications, annual certification of registrations and market data expenses) Lead office management efforts, including maintaining office supplies, ordering business cards and stationery, maintaining business continuity plans and acting as the primary point of contact for the associated Rapid Notification System Assist with firm remediation's as needed Act as a point of contact for technology projects, migrations, equipment installs\u002F replacements Coordinate with Market Administrator as it relates to Market driven projects and initiatives and ensuring back-up Administrator coverage Administer other duties as delegated by the Market Management Team (Market Manager, Associate Market Manager, Market Business Service Officer, Sr. Risk Officer) EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience High School Diploma\u002FEquivalency College degree preferred Two or more years of related experience is a plus Knowledge\u002FSkills Strong computer skills and knowledge of Microsoft Office Excellent verbal and written communication skills, including telephone coverage Strong time management skills Demonstrates good judgement Exceptional interpersonal and client service skills Detail orientated with superior organizational skills Ability to prioritize work Team player with the ability to collaborate with others Ability to work in a fast-paced, evolving environment Adaptable and ability to multitask Proactive or self-starter Ability to be discreet and maintain confidentiality on sensitive matters Willingness to obtain Series 7 (GS) and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Reports to: Branch Manager 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1381,"slug":1382,"title":108,"location":10,"raw_job_location_address_addressLocality":841,"raw_hiringOrganization_logo_url":10,"raw_description":1383},60369,"client-service-associate-711-ms-smith-barney-llc-3","POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: • Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships • Executing money movement transactions at the request of the client and\u002For FA\u002FPWA • 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\u002For documents in a clerical capacity at the direction of the client and\u002For FA\u002FPWA • Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) • Supporting the FAs\u002FPWAs\u002Fteams’ marketing strategy (e.g., website maintenance) • Assist FAs\u002FPWAs\u002Fteams 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\u002For other duties directed by local management ADMINISTRATIVE SUPPORT: • Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs\u002FPWAs\u002Fteams 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience • High School Diploma\u002FEquivalency • College degree preferred • Industry experience is a plus • Willingness to obtain Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Knowledge\u002FSkills • 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 multi-task • 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1385,"slug":1386,"title":61,"location":10,"raw_job_location_address_addressLocality":634,"raw_hiringOrganization_logo_url":10,"raw_description":1011},60371,"registered-client-service-associate-711-ms-smith-barney-llc-5",{"id":1388,"slug":1389,"title":1390,"location":10,"raw_job_location_address_addressLocality":1391,"raw_hiringOrganization_logo_url":10,"raw_description":1392},60377,"client-service-associate-part-time-711-ms-smith-barney-llc","Client Service Associate - Part Time","Las Vegas NV 215","Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and\u002For FA\u002FPWA 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\u002For documents in a clerical capacity at the direction of the client and\u002For FA\u002FPWA Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) Supporting the FAs\u002FPWAs\u002Fteams’ marketing strategy (e.g., website maintenance) Assist FAs\u002FPWAs\u002Fteams 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\u002For other duties directed by local management ADMINISTRATIVE SUPPORT: Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs\u002FPWAs\u002Fteams 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\u002FPWA Qualifications EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: High School Diploma\u002FEquivalency College degree preferred Industry experience is a plus Willingness to obtain Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Knowledge\u002FSkills 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 multi-task 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Salary range for the position: $40k - 82k\u002FYr. The successful candidate may be eligible for an annual discretionary incentive compensation award [OR] 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, Parental Leave and Vacation), Holidays, 401(k), and Short\u002FLong Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1394,"slug":1395,"title":125,"location":10,"raw_job_location_address_addressLocality":1396,"raw_hiringOrganization_logo_url":10,"raw_description":1397},60378,"intern-711-ms-smith-barney-llc-8","1650 TYSONS BLVD.","Responsibilities Gain industry and organizational knowledge through daily business interactions and job assignments. Develop business, financial and analytical skills needed for career in global wealth management and financial services. Provide marketing and sales support to branches and their teams. Perform market research. Gain exposure to wealth management business, products, services and clients’ financial needs. Requirements High school diploma required. In pursuit of college degree preferable. At least 18 years of age. Internships are intended to be positions that are for limited duration, with a maximum duration ten months. Strong desire to gain further understanding of the global wealth management business. Effective communication and interpersonal skills (both written and verbal) Ability to work on a team. Strong analytical skills and ability to interpret. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership\u002Funion status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M\u002FF\u002FDisability\u002FVet) 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $12.77 and $19 per hour 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1399,"slug":1400,"title":108,"location":10,"raw_job_location_address_addressLocality":1401,"raw_hiringOrganization_logo_url":10,"raw_description":1402},60385,"client-service-associate-711-ms-smith-barney-llc-4","Loveland CO 6125","Client Service Associates provide exceptional service to our clients and supports Financial Advisor(s) (FAs) 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for an FA team including: Supporting the FA team in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and\u002For FA 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\u002For documents in aa clerical capacity at the direction of the client and\u002For FA 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\u002For FA team Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) Accept or enter unsolicited orders and\u002For enter solicited orders in a clerical capacity at the direction of the FA team Supporting the FAs teams’ marketing strategy (e.g., website maintenance) Assist FAs 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\u002For 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 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 EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience High School Diploma\u002FEquivalency College degree preferred Two or more years of industry experience preferred Knowledge\u002FSkills 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Salary range for the position: $31,152 - $90,000 per year. 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 10 Vacation Days annually), 10 Paid Holidays, 401(k), and Short\u002FLong Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. The application window is expected to close [DATE]. 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1404,"slug":1405,"title":61,"location":10,"raw_job_location_address_addressLocality":869,"raw_hiringOrganization_logo_url":10,"raw_description":1406},60390,"registered-client-service-associate-711-ms-smith-barney-llc-6","POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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 ith their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: • Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships • Executing money movement transactions at the request of the client and\u002For FA\u002FPWA\u002Fteam • 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\u002For documents in aa clerical capacity at the direction of the client and\u002For FA\u002FPWA\u002Fteam • 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\u002For FA\u002FPWA\u002Fteam • Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) • Accept or enter unsolicited orders and\u002For enter solicited orders in a clerical capacity at the direction of the FA\u002FPWA\u002Fteam • Supporting the FAs \u002F PWAs \u002F teams’ marketing strategy (e.g., website maintenance) • Assist FAs \u002F PWAs\u002F 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\u002For 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 \u002F PWAs \u002F 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience • High School Diploma\u002FEquivalency • College degree preferred • Active Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) • Two or more years of industry experience preferred Knowledge\u002FSkills • 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Salary range for the position: $32,219 and $90,000 per year. 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 X Vacation Days annually), 10 Paid Holidays, 401(k), and Short\u002FLong Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership\u002Funion status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M\u002FF\u002FDisability\u002FVet). At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1408,"slug":1409,"title":61,"location":10,"raw_job_location_address_addressLocality":869,"raw_hiringOrganization_logo_url":10,"raw_description":1410},60392,"registered-client-service-associate-711-ms-smith-barney-llc-7","POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: • Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships • Executing money movement transactions at the request of the client and\u002For FA\u002FPWA\u002Fteam • 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\u002For documents in aa clerical capacity at the direction of the client and\u002For FA\u002FPWA\u002Fteam • 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\u002For FA\u002FPWA\u002Fteam • Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) • Accept or enter unsolicited orders and\u002For enter solicited orders in a clerical capacity at the direction of the FA\u002FPWA\u002Fteam • Supporting the FAs \u002F PWAs \u002F teams’ marketing strategy (e.g., website maintenance) • Assist FAs \u002F PWAs\u002F 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\u002For 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 \u002F PWAs \u002F 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience • High School Diploma\u002FEquivalency • College degree preferred • Active Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) • Two or more years of industry experience preferred Knowledge\u002FSkills • 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Salary range for the position: $33,113 and $90,000 per year. 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 X Vacation Days annually), 10 Paid Holidays, 401(k), and Short\u002FLong Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1412,"slug":1413,"title":125,"location":10,"raw_job_location_address_addressLocality":655,"raw_hiringOrganization_logo_url":10,"raw_description":1414},60423,"intern-711-ms-smith-barney-llc-10","Responsibilities Gain industry and organizational knowledge through daily business interactions and job assignments. Develop business, financial and analytical skills needed for career in global wealth management and financial services. Provide marketing and sales support to branches and their teams. Perform market research. Gain exposure to wealth management business, products, services and clients’ financial needs. Requirements High school diploma required. In pursuit of college degree preferable. At least 18 years of age. Internships are intended to be positions that are for limited duration, with a maximum duration ten months. Strong desire to gain further understanding of the global wealth management business. Effective communication and interpersonal skills (both written and verbal) Ability to work on a team. Strong analytical skills and ability to interpret. 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $17.00 and $17.00 per hour 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1416,"slug":1417,"title":1418,"location":10,"raw_job_location_address_addressLocality":671,"raw_hiringOrganization_logo_url":10,"raw_description":1419},60434,"private-wealth-management-client-service-associate-711-ms-smith-barney-llc","Private Wealth Management Client Service Associate","POSITION SUMMARY: Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: • Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships • Executing money movement transactions at the request of the client and\u002For FA\u002FPWA • 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\u002For documents in a clerical capacity at the direction of the client and\u002For FA\u002FPWA • Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) • Supporting the FAs\u002FPWAs\u002Fteams’ marketing strategy (e.g., website maintenance) • Assist FAs\u002FPWAs\u002Fteams 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\u002For other duties directed by local management ADMINISTRATIVE SUPPORT: • Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs\u002FPWAs\u002Fteams 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\u002FPWA Education and\u002For Experience • High School Diploma\u002FEquivalency • College degree preferred • Industry experience is a plus • Willingness to obtain Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Knowledge\u002FSkills • 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 multi-task • 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $34,320 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1421,"slug":1422,"title":9,"location":10,"raw_job_location_address_addressLocality":700,"raw_hiringOrganization_logo_url":10,"raw_description":1423},60448,"client-relationship-analyst-711-ms-smith-barney-llc-3","POSITION SUMMARY Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: • Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships • Executing money movement transactions at the request of the client and\u002For FA\u002FPWA • 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\u002For documents in a clerical capacity at the direction of the client and\u002For FA\u002FPWA • Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) • Assist FAs\u002FPWAs\u002Fteams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems • Assist with data entry for key client needs such as new account opening and financial planning at the direction of the FAs\u002FPWAs\u002Fteams • Supporting the FAs \u002F PWAs \u002F teams’ marketing strategy (e.g., website maintenance) • Assist FAs \u002F PWAs\u002F 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\u002For other duties directed by local management ADMINISTRATIVE SUPPORT: • Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs\u002FPWAs\u002Fteams 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience • High School Diploma\u002FEquivalency • College degree preferred • Industry experience is a plus • Willingness to obtain Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Knowledge\u002FSkills • 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 multi-task • 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1425,"slug":1426,"title":1427,"location":10,"raw_job_location_address_addressLocality":700,"raw_hiringOrganization_logo_url":10,"raw_description":1428},60449,"director-of-investments-711-ms-smith-barney-llc","Director of Investments","POSITION SUMMARY The Director of Investments provides exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F teams on a daily basis. The Director of Investments is a senior service level position for a Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F teams who is responsible for helping clients achieve their investment goals by developing, maintaining, and overseeing the strategic investment policy and program at the direction of the FA\u002FPWA\u002Fteam. This industry professional leads the oversight of the team’s reporting, and performance metrics while reviewing asset allocation models with the FA\u002FPWA\u002Fteam. This professional must have strong organizational, analytical and communication skills to effectively discuss investment strategies with the FA\u002FPWA\u002Fteam. DUTIES and RESPONSIBILITIES: • Reviews and oversees investment functions including the oversight of policies, procedures, reporting and performance metrics via firm approved resources and systems • Partners with FA\u002FPWA\u002Fteam on the selection and oversight of investment managers, the development of asset allocation models and executes the implementation of the investment strategy • Establishes relationships within the investment community to ensure access to best-in-class research and managers • Evaluates investment managers on behalf of FA\u002FPWA\u002Fteam, if necessary, to re-balance assets and terminate and hire managers to ensure managers and investment mandates align with the investment policy • Reviews and sharing insights regarding the appropriate benchmarks for the current asset allocation to the FA\u002FPWA\u002Fteam • At the request of FA\u002FPWA\u002Fteam, participating in existing client and\u002For prospective client meetings, representing the service lens • Serve as a coordinator for business matters related to the team, ensuring that they are directed to the appropriate contact, addressed properly, efficiently and judiciously, and track progress until resolved • At the direction of the client and\u002For FA\u002FPWA\u002Fteam, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience • 10+ years of work experience in a field relevant to the position required • Advanced degree or professional certification or prior industry experience required • Active Series 7 (GS) and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) required • Additional product licenses may be required Morgan Stanley EOE committed to diversifying its workforce. M\u002FF\u002FD\u002FV Version: 7\u002F10\u002F2024 Morgan Stanley Director of Investments Job Description Knowledge\u002FSkills • 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: • Market Business Service Officer and\u002For Business Service Officer Morgan Stanley EOE committed to diversifying its workforce. M\u002FF\u002FD\u002FV Version: 7\u002F10\u002F2024 Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership\u002Funion status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M\u002FF\u002FDisability\u002FVet). 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $68,000 and $120,000 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's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership\u002Funion status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M\u002FF\u002FDisability\u002FVet). At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1430,"slug":1431,"title":761,"location":10,"raw_job_location_address_addressLocality":1432,"raw_hiringOrganization_logo_url":10,"raw_description":1433},60459,"associate-service-manager-711-ms-smith-barney-llc","601 Union - Seattle","The Associate Service Manager will partner with the Service Manager to help perform operational support and oversight on behalf of the Market as well as general management support functions and special projects. Operational support functions include, but are not limited to, money movement, trade support, operational approvals, and audit prep. The Associate Service Manager must have the ability to resolve problems using all available resources and escalate matters as necessary. DUTIES and RESPONSIBILITIES LEADERSHIP Lead the Branch in executing the organization’s strategic priorities by influencing and coaching behavioral change with a focus on consistency, quality, and compliance with Firm policies and procedures Identify Firm services and solutions that support clients’ needs including secure, digital offerings like Morgan Stanley Online, Digital Vault and Morgan Stanley Mobile including remote deposit capture features Facilitate training as the Learning Partner for new hire Service Associates Maintain strong relationships with key partners within the Branch, Market, Region and Home Office including participation in team meetings, regional and national calls Promote a branch culture that is consistent with the Firm’s core values, including championing diversity and inclusion Organize and lead meetings with Service Associate Team (SA) to advise of upcoming enhancements, policy changes, and\u002For holding trainings on Morgan Stanley systems, procedures, enhancements. Ongoing training of the Service Associates (SA) by responding to daily inquiries regarding systems, procedures and policies, performing on the spot coaching sessions when issues arise and\u002For items come up for review that were incorrectly processed, and holding one on one sessions as needed OPERATIONAL SUPPORT AND OVERSIGHT Oversee service transaction approvals and processes (e.g., trade error supervision, money movement, document handling, cashiering, trading and account maintenance) and ensuring reporting, logs and files are maintained and actioned appropriately Oversee document handling by conducting quality assurance reviews on execution within operations area as well as the entire branch Lead select operational remediation’s within the team and ensure corrective action is taken before deadlines Facilitate resolution of client inquiries\u002Frequests In collaboration with Service Manager (SM) ensure compliance with Firm policies and procedures by overseeing the execution of regular self-audit testing. Proactive with managing Audit Readiness Program in partnership with MBSO, ME, BSOs and SAs to ensure all operational responsibilities are processed consistently across the Market and accordingly to MS policies and procedures. Participate in national calls to learn about new platform changes, policy and procedure updates, share best practices and learn about other timely updates Identify and implement process improvements to ensure teams are maximizing productivity and driving efficiencies Assist with processing of trade adjustments and responding to operational alerts Execute actionable items upon review of delegated reports and requests to meet service level expectations in a timely manner Remedy and\u002For escalate service breaks to management team OTHER Assist with special projects (e.g., recruit onboarding support, digital engagement initiatives) Serve as a resource to Sales, Service, Risk and Home Office partners on behalf of Service Managers EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS Education and\u002For Experience High School Diploma\u002FEquivalency College degree preferred Active Series 7 (GS), Series 9 and Series 10 (SU), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) At least 2 years of industry experience required (5 years industry experience recommended) Demonstrated strong performance in current role for the prior 2 years, if applicable Knowledge\u002FSkills Supervisory situational decision making skills mandatory Effective written and verbal communication skills Strong attention to detail Ability to prioritize and resolve complex needs and escalate as necessary Ability to identify issues and trends in order to anticipate change and provide comprehensive solutions and remedies Evidence of strong leadership and talent development capabilities Exceptional organizational and time management skills Exceptional conflict resolution skills Ability to manage relationships, motivate and lead groups of people at various levels throughout the Market Knowledge of Firm’s Risk & Compliance policies Ability to think strategically Reports to: Service Manager (SM) 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Salary range for the position: $70,000 and $115,000 per year. 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\u002FLong Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1435,"slug":1436,"title":125,"location":10,"raw_job_location_address_addressLocality":1437,"raw_hiringOrganization_logo_url":10,"raw_description":547},60495,"intern-711-ms-smith-barney-llc-14","Tuscaloosa AL 1470",{"id":1439,"slug":1440,"title":108,"location":10,"raw_job_location_address_addressLocality":1441,"raw_hiringOrganization_logo_url":10,"raw_description":1035},60500,"client-service-associate-711-ms-smith-barney-llc-9","3525 Ocean Dr- FL",{"id":1443,"slug":1444,"title":9,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1445},48783,"client-relationship-analyst-ms-smith-barney-llc-3","POSITION SUMMARY Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and\u002For FA\u002FPWA 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\u002For documents in aa clerical capacity at the direction of the client and\u002For FA\u002FPWA Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) Assist Fas\u002FPWAs\u002Fteams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems Assist with data entry for key client needs such as new account opening and financial planning at the direction of the Fas\u002FPWAs\u002Fteams Supporting the Fas \u002F PWAs \u002F teams’ marketing strategy (e.g., website maintenance) Assist Fas \u002F PWAs\u002F 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\u002For other duties directed by local management ADMINISTRATIVE SUPPORT: Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with Fas\u002FPWAs\u002Fteams 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience High School Diploma\u002FEquivalency College degree preferred Industry experience is a plus Willingness to obtain Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Knowledge\u002FSkills 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 multi-task 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Salary range for the position: $34,320 - $90,000 \u002F 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 10 Vacation Days annually), 10 Paid Holidays, 401(k), and Short\u002FLong Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1447,"slug":1448,"title":306,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1449},48785,"wealth-management-associate-ms-smith-barney-llc","The Wealth Management Associate is often the first point of contact with clients on a broad array of services related to account servicing, financial plans and investment portfolios. Under the direction of the Financial Advisor \u002F Private Wealth Advisor, this industry professional combines relationship management with marketing skills, and product knowledge to cultivate longstanding relationships with clients. This self-starter must be able to work across the team and across the firm to respond quickly and accurately to client questions and concerns. The Wealth Management Associate is an integral member of the advisory team and is responsible for delivering a consistent, positive client experience to help ensure all commitments are completed and delivered in a timely manner. DUTIES and RESPONSIBILITIES: Client Support: Establishes and cultivates trusting relationships with new and existing clients, proactively helping them understand their investments and planning strategies, often with guidance and input from team members Assists Financial Advisors \u002F Private Wealth Advisors in the development and delivery of financial and investment strategies that aim to address each client’s specific goals and concerns Leads a team-wide effort to organize, streamline and enhance a client experience that emphasizes value, service and attention to detail Thoroughly understands and utilizes the firm’s financial planning tools to analyze complex financial information and lead presentations in partnership with the Financial Advisors \u002F Private Wealth Advisors Prepares performance reports and other data for clients that may involve evaluating account performance, analyzing investment portfolio holdings and generating quarterly investment performance monitors Provides ongoing support in educating clients about specific products and services offered at the firm Develops presentation materials and proposals to assist Financial Advisors in cultivating new business opportunities May participate in or conduct client meetings with or on behalf of the Financial Advisors \u002F Private Wealth Advisors Works with clients on the execution of orders in Brokerage and Advisory accounts Assists clients with market and stock research Designs and produces strategy reports and other types of communications for Financial Advisor \u002F Private Wealth Advisor to use with clients and prospects as part of the overall marketing initiative Conducts quarterly\u002Fannual business performance reviews in partnership with the Financial Advisor \u002F Private Wealth Advisor Manages events, webinars and seminars by organizing, marketing and setting up the venue in collaboration with the Financial Advisor \u002F Private Wealth Advisor Business Development & Operational Support: Develops customized presentation materials and manages performance measurements on existing accounts to market and attract new clients Collaborates with the Financial Advisor \u002F Private Wealth Advisor to develop an overall business plan and marketing strategy that may include targeted events and customized seminars Develops, implements and communicates enhanced service protocols and new procedures, products and portfolio enhancements to existing clients Identifies and implements practice management opportunities by interfacing with various departments across the firm Coordinates enrollment campaigns\u002Fmeetings for existing clients Assigns work to team’s Client Service Associate as appropriate Cultivates and develops relationships with business partners internally and externally Provides tailored recommendations to the Financial Advisor \u002F Private Wealth Advisor about specific client situations and opportunities to consider Proactively participates in firm initiatives directed by local management EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience 5+ years of work experience in a field relevant to the position required Four-year college degree or professional certification preferred Active SIE, Series 7 and 66 (or 63 and 65) licenses Additional product licenses may be required Knowledge\u002FSkills Enjoys working with people and problem solving Effective written and verbal communication skills Knowledge of financial industry and investment products preferred Strong understanding of applicable compliance rules, regulations and firm policies Able to work independently and effectively on a team Demonstrates leadership skills Strong computer skills, including knowledge of Microsoft Office (Word, Excel and PowerPoint) Detail-oriented with superior organizational skills and ability to prioritize tasks Ability and interest in working in a fast-paced, evolving environment Reports to: Business Service Manager 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Salary range for the position: $68,000 and $120,000 per year. 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 X Vacation Days annually), 10 Paid Holidays, 401(k), and Short\u002FLong Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1451,"slug":1452,"title":623,"location":10,"raw_job_location_address_addressLocality":1453,"raw_hiringOrganization_logo_url":10,"raw_description":1454},48789,"business-service-officer-ms-smith-barney-llc-3","Cleveland","Business Service Officers (BSO) are responsible for shaping the future of service by modernizing our client experience through an elevated standard of care. The Business Service Officer (BSO) will report directly to the Market Business Service Officer (MBSO) and is responsible for the supervision, management of Support Professionals and execution of all business and service functions within the assigned branches. Additional job responsibilities include facilitating communication and training for Service Professionals, partner with Market Sales and Risk teams to ensure execution in all aspects of the business and further support the MBSO with delivering on service initiatives. DUTIES and RESPONSIBILITIES People Management and Communication • Lead the Branch in executing the organization’s strategic priorities by influencing and coaching behavioral change with a focus on consistency, quality, and compliance with Firm policies and procedures • Lead, mentor, and supervise a team of Support and Service Professionals • Promote cross-training, learning, development and recognition of Service and Support Professionals within the market • Facilitate the interviewing, selection and onboarding of new hires, including newly recruited Financial Advisors and their Support Professionals • Partner with MBSO and Human Resources regarding all aspects of people management, including annual performance reviews, performance management and conflict resolution • Maintain strong relationships with key partners within the Branch, Market, Region and Home Office including participation in team meetings, regional and national calls • Consistently conduct Support Professional one-on-one meetings for coaching opportunities, career goal setting, job related activities, firm opportunities and team building; this includes meeting with Advisor teams to address service needs • Manage and oversee Support Professionals coverage for Financial Advisors in the Branch • Identify Support Professional recognition opportunities within the market through sharing of best practices, success stories and achievements • Promote a branch culture that’s consistent with the Firm’s core values, including championing diversity and inclusion Operational Oversight • Manages travel and entertainment expenses for Advisors as well as other firm programs to manage budget tracking and forecasting with adherence to Firm policies • Facilitate and manage resolution of client inquiries\u002Frequests • Participate in national calls to lean about new platform changes, policy and procedure updates, share best practices and learn about other timely updates • Identify and implement process improvements to ensure teams are maximizing productivity and driving efficiencies • Additional operational oversight may be required • Administer other duties as delegated by the Market Business Service Officer EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS Education and\u002For Experience • Bachelor’s degree required or equivalent education • Previous industry experience • Active Series 7 (GS), Series 9 and Series 10 (SU), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) required • Other licenses as required for the role or by management Knowledge\u002FSkills • Effective written and verbal communication skills • Strong attention to detail • Ability to prioritize and resolve complex needs and escalate as necessary • Ability to identify issues and trends in order to anticipate change and provide comprehensive solutions and remedies • Evidence of strong leadership and talent development capabilities • Previous supervisory experience preferred • Exceptional organizational and time management skills • Exceptional conflict resolution skills • Ability to manage relationships, motivate and lead groups of people at various levels throughout the market • Knowledge of Firm’s Risk & Compliance policies • Ability to think strategically Reports to • Market Business Service Officer Direct reports: • Support Professionals 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $75,000 and $125,000 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1456,"slug":1457,"title":125,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1145},48981,"intern-ms-smith-barney-llc-21",{"id":1459,"slug":1460,"title":125,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":894},48996,"intern-ms-smith-barney-llc-25",{"id":1462,"slug":1463,"title":108,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1464},49005,"client-service-associate-ms-smith-barney-llc-15","POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: • Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships • Executing money movement transactions at the request of the client and\u002For FA\u002FPWA • 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\u002For documents in a clerical capacity at the direction of the client and\u002For FA\u002FPWA • Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) • Supporting the FAs\u002FPWAs\u002Fteams’ marketing strategy (e.g., website maintenance) • Assist FAs\u002FPWAs\u002Fteams 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\u002For other duties directed by local management ADMINISTRATIVE SUPPORT: • Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs\u002FPWAs\u002Fteams 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: • High School Diploma\u002FEquivalency • College degree preferred • Industry experience is a plus • Willingness to obtain Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Knowledge\u002FSkills • 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 multi-task • 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Salary range for the position: $33,113 and $90,000 per year. 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 X Vacation Days annually), 10 Paid Holidays, 401(k), and Short\u002FLong Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1466,"slug":1467,"title":108,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":757},49060,"client-service-associate-ms-smith-barney-llc-23",{"id":1469,"slug":1470,"title":1078,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1471},49070,"senior-registered-client-service-associate-ms-smith-barney-llc-2","POSITION SUMMARY Senior Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and\u002For FA\u002FPWA\u002Fteam 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\u002For documents in aa clerical capacity at the direction of the client and\u002For FA\u002FPWA\u002Fteam 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\u002For FA\u002FPWA\u002Fteam Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) Accept or enter unsolicited orders and\u002For enter solicited orders in a clerical capacity at the direction of the FA\u002FPWA\u002Fteam Supporting the FAs \u002F PWAs \u002F teams’ marketing strategy (e.g., website maintenance) Assist FAs \u002F PWAs\u002F 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\u002For 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 \u002F PWAs \u002F 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience High School Diploma\u002FEquivalency College degree preferred Active Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) At least 5 years of industry experience required Demonstrated strong performance in current role for the prior 2 years, if applicable Knowledge\u002FSkills 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1473,"slug":1474,"title":125,"location":10,"raw_job_location_address_addressLocality":644,"raw_hiringOrganization_logo_url":10,"raw_description":645},85620,"intern-ms-smith-barney-llc-49",{"id":1476,"slug":1477,"title":9,"location":10,"raw_job_location_address_addressLocality":1478,"raw_hiringOrganization_logo_url":10,"raw_description":1479},85582,"client-relationship-analyst-ms-smith-barney-llc-17","Birmingham MI","POSITION SUMMARY Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and\u002For FA\u002FPWA 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\u002For documents in aa clerical capacity at the direction of the client and\u002For FA\u002FPWA Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) Assist Fas\u002FPWAs\u002Fteams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems Assist with data entry for key client needs such as new account opening and financial planning at the direction of the Fas\u002FPWAs\u002Fteams Supporting the Fas \u002F PWAs \u002F teams’ marketing strategy (e.g., website maintenance) Assist Fas \u002F PWAs\u002F 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\u002For other duties directed by local management ADMINISTRATIVE SUPPORT: Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with Fas\u002FPWAs\u002Fteams 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience High School Diploma\u002FEquivalency College degree preferred Industry experience is a plus Willingness to obtain Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Knowledge\u002FSkills 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 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1481,"slug":1482,"title":1029,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1483},48753,"branch-manager-producing-ms-smith-barney-llc-2","Job Description The Producing Branch Managers primary focus is to drive revenue, and manage risk within their branch and to continue to build a book of business. Job functions also include maintaining a superior and consistent level of client service, developing cohesive teams, providing consistent leadership, and assuming accountability for their Branch's results. In addition, a large emphasis will be placed on the recruitment and retention of Financial Advisors. Producing Branch Managers must be responsible for fiscal management, personnel management and morale, business ethics and practices, and compliance with all Federal, State, and Local laws and regulations. The Producing Branch manager reports directly to the Market Executive or Non-Producing Branch Manager. DUTIES and RESPONSIBILITIES Production-Related Build a client base of high net worth households by prospecting and developing new client relationships, and maintain and manage long term client relationships Help manage client investment needs consistent with Firm policies and industry requirements Keep current with information regarding regulatory requirements, financial markets and current and new products. Product\u002FBusiness Knowledge Has a thorough understanding of the Firms products and those of its strategic partners; uses this knowledge to provide resources and direction in order to help drive sales Has a good understanding of the Firms resources; able to direct the sales force to the appropriate resources in an efficient manner Effectively applies product\u002Fbusiness knowledge to recruiting efforts; able to translate competitor offerings into Morgan Stanley Wealth Management products, and understand and explain how a recruit will be able to continue to help meet their clients needs Sales\u002FMarketing Seeks opportunities to grow business and drive sales by capitalizing on Firm initiatives Focuses on building strong relationships with corporate departments and strategic partners to achieve the marketing efforts of the Branch. Drives corporate marketing initiatives to help increase market share in High Net Worth households. Team Building Builds an effective team in the branch by constantly communicating relevant information on a timely basis and conducting regular meetings Participates in Region and Market initiatives including sales, hiring, recruitment, diversity, and community outreach. Responsible for growing their branch through hiring lateral recruiting and training. Leadership Leads by example by ensuring that their branch is consistently achieving the objectives of the U.S. Wealth Management Group, maintains a positive morale, has a track record for growth, has ethical business practices, and demonstrates a commitment to diversity and respect for others. Leads proactively by identifying trends, potential areas of growth and weakness and addressing these areas in order to positively position the branch within the geographic market. Leads their Branch's efforts of Sales, results, and client-centered approach experience. Identifies key talent in the branch and positions and develops that talent. Leverages the resources of the Firm to achieve the highest level of success. Acts as a coach and mentor for Financial Advisors in order to help drive results. Accountability Responsible for the Branch's sales performance and financial performance Responsible for regulatory, legal and compliance issues including: Risk Management for their Branch in regards to monitoring sales, human resources, and legal and regulatory practices Responsible for following supervisory procedures as outlined in the Branch Managers Supervisory Manual. Responsible for executing the Annual Supervisory Plan. Responsible for effectively communicating the status of performance and issues to the Complex Manager or Non-Producing Branch Manager Education and\u002For Experience · Bachelor’s degree required or equivalent education or experience · At least 5 or more years of experience as a Financial Advisor (with satisfactory production and compliance record) or comparable branch management or product area experience Licenses and Registrations · Active Series 7, 8 (or 9 and 10), 66 (or 63 and 65) and 3 registrations (Series 31 acceptable if branch conducts managed futures business only) · Other licenses as required for role or by management Skills · Effective written and verbal communication skills · Ability to think critically · Ability to manage a team · Strong attention to detail · Ability to interact with senior management team, Financial Advisors, support staff, clients and corporate and field personnel as needed · Ability to own projects at a Branch level · Ability to organize and prioritize work, meet deadlines, and complete projects Reports to · Direct reporting to: Market Executive or Non-Producing Branch Manager Direct reports · Resident Managers. Financial Advisors and Branch Support Staff · This list is meant to be directional and should not be considered complete, as it may be supplemented on an as needed basis All candidates should verify that they meet the minimum eligibility requirements prior to applying 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1485,"slug":1486,"title":125,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1083},48786,"intern-ms-smith-barney-llc-3",{"id":1488,"slug":1489,"title":1490,"location":10,"raw_job_location_address_addressLocality":1034,"raw_hiringOrganization_logo_url":10,"raw_description":1035},48748,"client-service-associate-fars-ms-smith-barney-llc","Client Service Associate (FARS)",{"id":1492,"slug":1493,"title":125,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1145},48761,"intern-ms-smith-barney-llc-2",{"id":1495,"slug":1496,"title":1497,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1498},49001,"digital-client-experience-amp-platforms-product-owner-vice-president-ms-smith-barney-llc","Digital Client Experience & Platforms Product Owner – Vice President","Digital Client Experience & Platforms Product Owner – Vice President Wealth Management Platforms Purchase, NY We are seeking a talented and motivated digital product manager to join the Morgan Stanley Wealth Management Digital Client Experience & Platforms team.  The Digital Client Experience & Platforms team defines and drives the online and mobile experiences for Morgan Stanley clients. As a digital product manager, you will set direction and contribute to the creation and on-going success of the latest digital solutions for our clients. As a key part of the Digital team, the product owner is responsible for the client experience on Morgan Stanley Online \u002F Mobile and E*TRADE channels as it relates to the Financials pages. You will be a vital part of a dynamic team responsible for delivering the digital client-facing experience for all digital platforms, including Morgan Stanley Online\u002FMobile, Shareworks and E*TRADE.  As a smart, passionate, detail-oriented team player who loves interacting with a diverse set of people solving tough problems and challenging the status quo, this is an amazing opportunity to forge a new digital direction for a highly respected company that is deeply committed to reinventing itself.  Strong performing individuals will be supported in further professional development. About Morgan Stanley Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm’s employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. Morgan Stanley is committed to helping its employees build meaningful careers and we strive to be a place for people to learn, achieve and grow. Department Overview In the Wealth Management division, we help people, businesses and institutions build, preserve, and manage wealth so they can pursue their financial goals Wealth Management (WM) Platforms manages industry-leading platforms, across all WM channels and client segments, to provide a unified digital experience, unlock growth, and deliver efficiencies for Advisors, Clients, and Institutions. WM Platforms consists of ten sub-teams including: Field Experience & Platforms, Digital Client Experience & Platforms, Workplace Platforms, Automation & Workflow, Digital Trading & Investing, Generative AI, UX Design & Research, Strategy & Execution, WM Platforms Risk, and the Chief Operating Office. What you’ll do in the role:  Product owner for a digital agile squad responsible for definition and delivery of core product features and experiences to meet target audience needs consistent with product strategy and vision. Manage the strategic and tactical project portfolio for projects impacting the financials pages for all client sites. Identify and elaborate on critical user journeys, use cases, workflows, and business processes that align with the product vision\u002Fgoals and address critical user and control needs Build and maintain prioritized product backlog – identify, groom, and validate epics and user stories for agile sprints; Lead backlog refinement and sprint planning ceremonies to communicate requirements and drive consensus with squad and program stakeholders Work closely with the technology team to assure effective communication of requirements and rapid delivery of key product releases Facilitate product development lifecycle from defining product vision\u002Fscope to launching MVP to ongoing management of product to meet KPIs; Drive definition and prioritization of product roadmap, release planning, and development and communication of business requirements Collaborate with key stakeholders from business, technology, UX, risk, cyber & fraud, communications, legal & compliance to elicit requirements Prepare presentations, user demos, and status updates Gather, organize, and assimilate internal and external feedback to identify and prioritize product gaps, enhancements, and new features Collaborate with UI\u002FUX team to develop information\u002Finteraction architecture, user flows, wireframes, and visual design comps Team up with program management office to effectively organize and plan product releases Define and track KPIs and product\u002Fprogram adoption and usage metrics – evangelize adoption Skills Required: 9.5 Years of transferrable experience across work and higher education 5-7 years of experience as software or digital product manager, business analyst or equivalent with experience working within an agile\u002Fscrum development process Proficient at defining, analyzing, documenting, and communicating product and software requirements in an agile software development setting Keen intellect – ability to gather, analyze and synthesize a significant amount of information, and turn it into clear and actionable product requirements Naturally curious, analytical and data-driven – demonstrated track record of utilizing data to measure performance, identify opportunities, and make successful decisions Experience collaborating with UI\u002FUX designers and developers to deliver client-friendly products and user experiences Understanding and knowledge of web and mobile technologies Written and verbal communication skills able to effectively interact and influence a diverse set of business and technical stakeholders Efficient at managing multiple projects and initiatives concurrently under deadline constraints Thought-leader – strong familiarity with industry trends and best practices, and a perspective on how to advance the current state-of-play Bachelor’s degree is required Knowledge or exposure to wealth management and online brokerage\u002Fbanking preferred Series 7 and Series 24 license preferred but not required Demonstrated track record of delivering new innovative fintech, digital products, solutions, or applications preferred 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between$110,000 and $190,000 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1500,"slug":1501,"title":1502,"location":10,"raw_job_location_address_addressLocality":541,"raw_hiringOrganization_logo_url":10,"raw_description":1503},60302,"agility-amp-strategic-intelligence-architect-avp-711-ms-smith-barney-llc","Agility & Strategic Intelligence Architect, AVP","Introducing Morgan Stanley at Work: We know a lot about investing and are certain there’s no better investment a company can make than in its employees. People don’t just drive a company; they are the company. So, when people work at their best, companies do too. Morgan Stanley at Work, a division of Morgan Stanley Wealth Management, provides workplace financial solutions that build employee financial confidence, foster loyalty and help our corporate clients attract and retain top talent. Our end-to-end offerings span Equity, Financial Wellness and Retirement Solutions. Plus, we provide all employees with Financial Empowerment, so they have the knowledge, tools and support needed to make the most of their workplace financial benefits. What you’ll be part of – our Morgan Stanley at Work culture: At Morgan Stanley at Work, we walk-the-talk. We have created a place for our employees to learn, achieve and grow – a place for people to build a career where you can thrive both personally and professionally. We are passionate about exceeding our clients’ expectations and helping them succeed. We are fearless in taking on new challenges that deliver exceptional results. We believe amazing things can happen when we work together in an environment where everybody has a true sense of belonging and their ideas are heard. We value differences and are committed to providing a work environment where our people can do their best work. We are looking for people who are problem solvers, empathetic listeners, team players and inclusive leaders. We are committed to your growth and development, and your entire employee experience. We recognize that our people and culture are the keys to our success. We invite you to explore how you can be an integral part of our team. Key Responsibilities Serve as an AVP-level technical analyst\u002Fdeveloper within the Agility & Strategic Intelligence team supporting Morgan Stanley at Work, with primary focus on Generative AI enablement, AI platform adoption, and related data\u002Fintegration tooling. Partner with business stakeholders to gather, analyze, and document requirements, translating them into high-quality functional and technical specifications, user stories, process flows, data mappings, controls, and test scenarios. Support the delivery of reusable AI capabilities and platform-aligned solutions that accelerate high-value GenAI use cases across the firm. Design and build technical solutions based on requirements, including APIs\u002Fservices, data transformation, workflow improvements, retrieval patterns, and automation enablement where appropriate. Support and enhance existing tool-based workflows and AI-enabled solutions, including troubleshooting, coordinating fixes across teams and vendors, and strengthening data quality and control outcomes. Required Technical Qualifications Bachelor’s or Master’s degree in Computer Science, Software Engineering, Business, Finance, Sciences, or equivalent education, training, and experience. 6+ years of progressive experience in software development, data integration, technical analysis, and\u002For solution delivery, with proficiency in multiple programming languages and a strong preferred focus on Python. 3+ years of technical leadership experience with the ability to lead, mentor, and coordinate developers\u002Fanalysts to deliver high-quality solutions. Strong background in requirements gathering and analysis, with the ability to produce functional requirements, user stories, acceptance criteria, technical specifications, data mapping, controls, and interface\u002FETL requirements. Ability to translate ambiguous business needs into clear deliverables and executable technical plans for developers, testers, and partner teams. Ability to balance functional analysis and hands-on technical execution; able to move from requirement discovery to build and delivery. Proficiency in at least one mainstream programming language such as Python, Java, or C++; Python preferred. Experience building or supporting AI applications, preferably Generative AI and LLM-based applications, including practical familiarity with AI APIs, embeddings, prompt\u002Fstrategy management, and AI-driven automation. Experience with data integration\u002FETL-style solutions, including data transformations, validations, reconciliations, and batch processing. Solid understanding of database concepts, including data modeling, ER concepts, relational design fundamentals, and hands-on SQL, including complex queries with joins; experience with Oracle and\u002For MS SQL Server preferred. Working knowledge of DevOps practices and tools, including CI\u002FCD pipelines and version control systems such as Git\u002FBitbucket. Understanding data security, data privacy, and compliance requirements in software development. Experience with production support practices, including incident triage, root cause analysis, preventive fixes, and post-implementation validation. Operational knowledge of Jira, Confluence, and Salesforce. Experience in the financial services industry, with preference for exposure to Stock Plan Administration or equity administration concepts and platforms. Excellent communication skills and demonstrated ability to partner effectively across technical teams, non-technical stakeholders, leadership, and internal partners. Preferred Technical Qualifications \u002F Nice to Have Hands-on experience with SIP\u002FSEACS (REF Computer), or comparable ETL\u002Fdata integration tools such as Informatica or SAP Data Services, is a plus. Hands-on experience with Kubernetes\u002Fcontainerized workloads and Flask\u002FFastAPI services. Experience with vector databases, enterprise search, semantic retrieval, and RAG patterns. Hands-on experience with agent builder frameworks such as LangChain and LangGraph. Ability to build and review APIs\u002Fservices and Model Context Protocol (MCP) tool adapters. Practitioner of unit testing, performance testing, and BDD\u002Facceptance testing. Understanding of OAuth 2.0 protocol for secure authorization. Experience with knowledge graphs and\u002For entity resolution to improve retrieval grounding. Proficiency with OpenTelemetry tools, including Grafana, Loki, Prometheus, and Cortex. Understanding of LLMOps and DevOps practices, including CI\u002FCD pipelines. Experience with analytics\u002Freporting platforms including Dataiku, plus Tableau\u002FPower BI or equivalent tools. Certified Scrum Master (CSM) or similar Agile certification. Experience with data mining and cloud infrastructure such as Azure or Snowflake. Exposure to automation\u002FRPA concepts such as UiPath where it supports operational efficiency. 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1505,"slug":1506,"title":125,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1507},48806,"intern-ms-smith-barney-llc-6","Responsibilities: Gain industry and organizational knowledge through daily business interactions and job assignments. Develop business, financial and analytical skills needed for career in global wealth management and financial services. Provide marketing and sales support to branches and their teams. Perform market research. Gain exposure to wealth management business, products, services and clients’ financial needs. Requirements: High school diploma required. In pursuit of college degree preferable. At least 18 years of age. Internships are intended to be positions that are for limited duration, with a maximum duration ten months. Strong desire to gain further understanding of the global wealth management business. Effective communication and interpersonal skills (both written and verbal) Ability to work on a team. Strong analytical skills and ability to interpret. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership\u002Funion status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M\u002FF\u002FDisability\u002FVet). 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Interns located in Connecticut receive an annual salary ranging from $24,960 to $31,200. In addition, Interns receive overtime pay for all time worked in excess of 40 hours in a workweek, calculated by multiplying the employee’s regular hourly rate of pay by one-and-a-half. Morgan Stanley also 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, Parental Leave and Vacation), Holidays, 401(k), and Short\u002FLong Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about the firm’s 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1509,"slug":1510,"title":306,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1295},48819,"wealth-management-associate-ms-smith-barney-llc-3",{"id":1512,"slug":1513,"title":108,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1514},48849,"client-service-associate-ms-smith-barney-llc-6","POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and\u002For FA\u002FPWA\u002Fteam 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\u002For documents in aa clerical capacity at the direction of the client and\u002For FA\u002FPWA\u002Fteam 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\u002For FA\u002FPWA\u002Fteam Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) Accept or enter unsolicited orders and\u002For enter solicited orders in a clerical capacity at the direction of the FA\u002FPWA\u002Fteam Supporting the FAs \u002F PWAs \u002F teams’ marketing strategy (e.g., website maintenance) Assist FAs \u002F PWAs\u002F 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\u002For 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 \u002F PWAs \u002F 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience High School Diploma\u002FEquivalency College degree preferred Active Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Two or more years of industry experience preferred Knowledge\u002FSkills 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 Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership\u002Funion status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M\u002FF\u002FDisability\u002FVet). 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $16.25 and $43.27 per hour 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1516,"slug":1517,"title":125,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1145},48853,"intern-ms-smith-barney-llc-13",{"id":1519,"slug":1520,"title":125,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1521},48884,"intern-ms-smith-barney-llc-19","Responsibilities Gain industry and organizational knowledge through daily business interactions and job assignments. Develop business, financial and analytical skills needed for career in global wealth management and financial services. Provide marketing and sales support to branches and their teams. Perform market research. Gain exposure to wealth management business, products, services and clients’ financial needs. Requirements High school diploma required. In pursuit of college degree preferable. At least 18 years of age. Internships are intended to be positions that are for limited duration, with a maximum duration ten months. Strong desire to gain further understanding of the global wealth management business. Effective communication and interpersonal skills (both written and verbal) Ability to work on a team. Strong analytical skills and ability to interpret. 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $18.70 - $18.70 per hour 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1523,"slug":1524,"title":9,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1525},48987,"client-relationship-analyst-ms-smith-barney-llc-10","POSITION SUMMARY Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: • Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships • Executing money movement transactions at the request of the client and\u002For FA\u002FPWA • 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\u002For documents in aa clerical capacity at the direction of the client and\u002For FA\u002FPWA • Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) • Assist FAs\u002FPWAs\u002Fteams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems • Assist with data entry for key client needs such as new account opening and financial planning at the direction of the FAs\u002FPWAs\u002Fteams • Supporting the FAs \u002F PWAs \u002F teams’ marketing strategy (e.g., website maintenance) • Assist FAs \u002F PWAs\u002F 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\u002For other duties directed by local management ADMINISTRATIVE SUPPORT: • Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs\u002FPWAs\u002Fteams 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience • High School Diploma\u002FEquivalency • College degree preferred • Industry experience is a plus • Willingness to obtain Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Knowledge\u002FSkills • 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 multi-task • 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $31,200 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1527,"slug":1528,"title":108,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1529},48993,"client-service-associate-ms-smith-barney-llc-13","POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: • Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships • Executing money movement transactions at the request of the client and\u002For FA\u002FPWA • 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\u002For documents in a clerical capacity at the direction of the client and\u002For FA\u002FPWA • Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) • Supporting the FAs\u002FPWAs\u002Fteams’ marketing strategy (e.g., website maintenance) • Assist FAs\u002FPWAs\u002Fteams 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\u002For other duties directed by local management ADMINISTRATIVE SUPPORT: • Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs\u002FPWAs\u002Fteams 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience • High School Diploma\u002FEquivalency • College degree preferred • Industry experience is a plus • Willingness to obtain Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Knowledge\u002FSkills • 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 multi-task • 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1531,"slug":1532,"title":715,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1533},49004,"portfolio-management-associate-ms-smith-barney-llc","Job Description POSITION SUMMARY Portfolio Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F teams on a daily basis. As key members of the service team, they support FAs \u002F PWAs\u002Fteam with developing financial plans and investment strategies based on client goals. 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)\u002F Private Wealth Advisor(s) (PWAs)\u002F teams, this role requires an in-depth understanding of market conditions, trends and overall economic outlook. DUTIES and RESPONSIBILITIES • Portfolio Management & Business Development: • At the direction of the FA\u002FPWA\u002Fteam, entering new or adjusting existing asset allocations • At the request of the client and\u002For FA\u002FPWA\u002Fteam, preparing and reviewing various client reports from firm-approved systems for existing or prospective clients • At the request of the client and\u002For FA\u002FPWA\u002Fteam, assisting with research using firm-approved systems • At the request of FA\u002FPWA\u002Fteam, participating in existing client and\u002For prospective client meetings, representing the service lens • At the direction of the client or FA\u002FPWA\u002Fteam, making updates to clients’ estate, trust, retirement, and insurance objectives • Reviewing new client prospects that are developed through leads and referrals in relation to the FA\u002FPWA\u002Fteam’s client service model • At the direction of FA\u002FPWA\u002Fteam, executing against all clerical elements of digital and in-person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity • Providing feedback and suggesting upgrades to Portfolio Management business partners on firm-approved tools and resources EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS Education and\u002For Experience • 2+ years of 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\u002FRA) or Series 63 (AG) and Series 65 (RA) required • Additional product licenses may be required Knowledge\u002FSkills • 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 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Salary range for the position: $75,000 and $125,000 per year. 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 X Vacation Days annually), 10 Paid Holidays, 401(k), and Short\u002FLong Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1535,"slug":1536,"title":108,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1537},49009,"client-service-associate-ms-smith-barney-llc-17","Job Description POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and\u002For FA\u002FPWA\u002Fteam 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\u002For documents in aa clerical capacity at the direction of the client and\u002For FA\u002FPWA\u002Fteam 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\u002For FA\u002FPWA\u002Fteam Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) Accept or enter unsolicited orders and\u002For enter solicited orders in a clerical capacity at the direction of the FA\u002FPWA\u002Fteam Supporting the FAs \u002F PWAs \u002F teams’ marketing strategy (e.g., website maintenance) Assist FAs \u002F PWAs\u002F 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\u002For 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 \u002F PWAs \u002F 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\u002FPWA Qualifications EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience High School Diploma\u002FEquivalency College degree preferred Active Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Two or more years of industry experience preferred Knowledge\u002FSkills 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":170,"slug":171,"title":61,"location":10,"raw_job_location_address_addressLocality":1539,"raw_hiringOrganization_logo_url":10,"raw_description":1540},"Homewood AL 740","Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT: Provide service coverage for a FA\u002FPWA\u002Fteam including: Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and\u002For FA\u002FPWA\u002Fteam 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\u002For documents in aa clerical capacity at the direction of the client and\u002For FA\u002FPWA\u002Fteam 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\u002For FA\u002FPWA\u002Fteam Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) Accept or enter unsolicited orders and\u002For enter solicited orders in a clerical capacity at the direction of the FA\u002FPWA\u002Fteam Supporting the FAs \u002F PWAs \u002F teams’ marketing strategy (e.g., website maintenance) Assist FAs \u002F PWAs\u002F 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\u002For 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 \u002F PWAs \u002F 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience High School Diploma\u002FEquivalency College degree preferred Active Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Two or more years of industry experience preferred Knowledge\u002FSkills 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 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1542,"slug":1543,"title":125,"location":10,"raw_job_location_address_addressLocality":1544,"raw_hiringOrganization_logo_url":10,"raw_description":635},60333,"intern-711-ms-smith-barney-llc-4","8383 Preston Center Drive, TX",{"id":1546,"slug":1547,"title":623,"location":10,"raw_job_location_address_addressLocality":1548,"raw_hiringOrganization_logo_url":10,"raw_description":1549},60344,"business-service-officer-711-ms-smith-barney-llc-2","Hartford CT","POSITION SUMMARY Business Service Officers (BSO) are responsible for shaping the future of service by modernizing our client experience through an elevated standard of care. The Business Service Officer (BSO) will report directly to the Market Business Service Officer (MBSO) and is responsible for the supervision, management of Support Professionals and execution of all business and service functions within the assigned branches. Additional job responsibilities include facilitating communication and training for Service Professionals, partner with Market Sales and Risk teams to ensure execution in all aspects of the business and further support the MBSO with delivering on service initiatives. DUTIES and RESPONSIBILITIES: People Management and Communication Lead the Branch in executing the organization’s strategic priorities by influencing and coaching behavioral change with a focus on consistency, quality, and compliance with Firm policies and procedures Lead, mentor, and supervise a team of Support and Service Professionals Promote cross-training, learning, development and recognition of Service and Support Professionals within the Market Facilitate the interviewing, selection and onboarding of new hires, including newly recruited Financial Advisors and their Support Professionals Partner with MBSO and Human Resources regarding all aspects of people management, including annual performance reviews, performance management and conflict resolution Maintain strong relationships with key partners within the Branch, Market, Region and Home Office including participation in team meetings, regional and national calls Consistently conduct Support Professional one-on-one meetings for coaching opportunities, career goal setting, job related activities, firm opportunities and team building; this includes meeting with Advisor teams to address service needs Manage and oversee Support Professionals coverage for Financial Advisors in the Branch Identify Support Professional recognition opportunities within the complex through sharing of best practices, success stories and achievements Promote a branch culture that’s consistent with the Firm’s core values, including championing diversity and inclusion Operational Oversight Manages travel and entertainment expenses for Advisors as well as other firm programs to manage budget tracking and forecasting with adherence to Firm policies Facilitate and manage resolution of client inquiries\u002Frequests Participate in national calls to lean about new platform changes, policy and procedure updates, share best practices and learn about other timely updates Identify and implement process improvements to ensure teams are maximizing productivity and driving efficiencies Additional operational oversight may be required Administer other duties as delegates by the Market Business Service Officer EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience Bachelor’s degree required or equivalent education Previous industry experience Active Series 7, 8 (or 9 and 10), and 66 (or 63 and 65) Other licenses as required for the role or by management Knowledge\u002FSkills Effective written and verbal communication skills Strong attention to detail Ability to prioritize and resolve complex needs and escalate as necessary Ability to identify issues and trends in order to anticipate change and provide comprehensive solutions and remedies Evidence of strong leadership and talent development capabilities Previous supervisory experience preferred Exceptional organizational and time management skills Exceptional conflict resolution skills Ability to manage relationships, motivate and lead groups of people at various levels throughout the Market Knowledge of Firm’s Risk & Compliance policies Ability to think strategically Reports to: Market Business Service Officer Direct reports: Support Professionals 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $120,000 - $165,000 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's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership\u002Funion status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M\u002FF\u002FDisability\u002FVet). At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1551,"slug":1552,"title":61,"location":10,"raw_job_location_address_addressLocality":1553,"raw_hiringOrganization_logo_url":10,"raw_description":1554},60367,"registered-client-service-associate-711-ms-smith-barney-llc-3","733 Bishop Street- HI","POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and\u002For FA\u002FPWA\u002Fteam 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\u002For documents in aa clerical capacity at the direction of the client and\u002For FA\u002FPWA\u002Fteam 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\u002For FA\u002FPWA\u002Fteam Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) Accept or enter unsolicited orders and\u002For enter solicited orders in a clerical capacity at the direction of the FA\u002FPWA\u002Fteam Supporting the FAs \u002F PWAs \u002F teams’ marketing strategy (e.g., website maintenance) Assist FAs \u002F PWAs\u002F 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\u002For 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 \u002F PWAs \u002F 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience High School Diploma\u002FEquivalency College degree preferred Active Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Two or more years of industry experience preferred Knowledge\u002FSkills 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $35,120.00 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1556,"slug":1557,"title":1558,"location":10,"raw_job_location_address_addressLocality":671,"raw_hiringOrganization_logo_url":10,"raw_description":1559},60433,"private-wealth-management-service-associate-711-ms-smith-barney-llc","Private Wealth Management Service Associate","Service Associates perform operational support and oversight on behalf of the Market as well as general management support functions and special projects. The role is responsible for daily functions such as document maintenance, money movement, trade support and various approvals. The Service Associate must have the ability to resolve problems using all available resources and escalate matters, as necessary. DUTIES and RESPONSIBILITIES: OPERATIONAL SUPPORT: • Manage documents, including quality reviews for accuracy and completeness, scanning and electronic filing • Oversee and distribute incoming and outgoing mail, including opening, sorting, time stamping and distributing regular and\u002For overnight mail at multiple points throughout the day • Perform basic money movement functions such as check deposits, issuing checks and cash and securities transaction approvals • Assist with processing of trade adjustments and responding to operational alerts • Execute actionable items upon review of delegated reports and requests to meet service level expectations in a timely manner • Support the Service and Risk Management team in audit preparedness through ongoing monitoring of accounts and processes, ensuring compliance with firm policies and regulatory requirements • Remedy and\u002For escalate service breaks to management team OTHER: • Assist with special projects (e.g., recruit onboarding support) • Identify Firm services and solutions that support clients’ needs including secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile including remote deposit capture features • Maintain focus on evolving policy and platform changes, participating in training opportunities and conference calls as needed • Perform various other administrative duties on behalf of the branch (e.g., telephone coverage, ordering supplies, facilities support) • Serve as a resource to sales, service, risk and Home Office partners on behalf of Service Managers • Organize and track progress against operational remediation projects EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience • High School Diploma\u002FEquivalency • College degree preferred • Industry experience is a plus Knowledge\u002FSkills • Strong computer skills and knowledge of Microsoft Office products • Exceptional writing, interpersonal and client service skills • Detail oriented with superior organizational skills and ability to prioritize tasks • Team player with the ability to collaborate with others • Ability to work in a fast-paced, evolving environment • Willingness to obtain Series 7 (GS) and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Reports to: • Service Manager 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $32,900 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1561,"slug":1562,"title":61,"location":10,"raw_job_location_address_addressLocality":661,"raw_hiringOrganization_logo_url":10,"raw_description":676},60438,"registered-client-service-associate-711-ms-smith-barney-llc-9",{"id":1564,"slug":1565,"title":306,"location":10,"raw_job_location_address_addressLocality":680,"raw_hiringOrganization_logo_url":10,"raw_description":1566},60442,"wealth-management-associate-711-ms-smith-barney-llc","POSITION SUMMARY: Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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)\u002F Private Wealth Advisor(s) (PWAs)\u002F teams, this role will focus on assisting in areas such as digital marketing, portfolio holdings and\u002For proposal tools and financial planning. DUTIES and RESPONSIBILITIES: Client Support: As a senior member of the service team, provide coverage for an FA\u002FPWA\u002Fteam including: Cultivating relationships with business partners and colleagues internally and externally Supporting the FA\u002FPWA\u002Fteam in enhancing new and existing client relationships by providing an exceptional client experience Assisting the FA\u002FPWA\u002Fteam 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\u002Fas needed Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and\u002For FA\u002FPWA\u002Fteam, 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\u002For 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\u002FPWA\u002Fteam 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\u002FPWA\u002Fteam, 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\u002For FA\u002FPWA\u002Fteam, 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\u002For FA\u002FPWA\u002Fteam, assisting with research using firm-approved systems At the request of FA\u002FPWA\u002Fteam, participating in existing client and\u002For prospective client meetings, representing the service lens Participating in firm initiatives (e.g., training or education programs), special projects and\u002For other duties directed by local management EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For 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\u002FRA) or Series 63 (AG) and Series 65 (RA) required Additional product licenses may be required Knowledge\u002FSkills 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 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1568,"slug":1569,"title":9,"location":10,"raw_job_location_address_addressLocality":680,"raw_hiringOrganization_logo_url":10,"raw_description":743},60445,"client-relationship-analyst-711-ms-smith-barney-llc-2",{"id":1571,"slug":1572,"title":125,"location":10,"raw_job_location_address_addressLocality":700,"raw_hiringOrganization_logo_url":10,"raw_description":1573},60450,"intern-711-ms-smith-barney-llc-12","Responsibilities: Gain industry and organizational knowledge through daily business interactions and job assignments. Develop business, financial and analytical skills needed for career in global wealth management and financial services. Provide marketing and sales support to branches and their teams. Perform market research. Gain exposure to wealth management business, products, services and clients’ financial needs. Requirements: High school diploma required. In pursuit of college degree preferable. At least 18 years of age. Internships are intended to be positions that are for limited duration, with a maximum duration ten months. Strong desire to gain further understanding of the global wealth management business. Effective communication and interpersonal skills (both written and verbal) Ability to work on a team. Strong analytical skills and ability to interpret. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership\u002Funion status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M\u002FF\u002FDisability\u002FVet). 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $31,200 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1575,"slug":1576,"title":125,"location":10,"raw_job_location_address_addressLocality":1577,"raw_hiringOrganization_logo_url":10,"raw_description":1083},60458,"intern-711-ms-smith-barney-llc-13","90 MERCHANTS ROW",{"id":1579,"slug":1580,"title":306,"location":10,"raw_job_location_address_addressLocality":1581,"raw_hiringOrganization_logo_url":10,"raw_description":1582},60496,"wealth-management-associate-711-ms-smith-barney-llc-2","1433 Hooper Ave- NJ","POSITION SUMMARY: Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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)\u002F Private Wealth Advisor(s) (PWAs)\u002F teams, this role will focus on assisting in areas such as digital marketing, portfolio holdings and\u002For proposal tools and financial planning. DUTIES and RESPONSIBILITIES: Client Support: As a senior member of the service team, provide coverage for an FA\u002FPWA\u002Fteam including: Cultivating relationships with business partners and colleagues internally and externally Supporting the FA\u002FPWA\u002Fteam in enhancing new and existing client relationships by providing an exceptional client experience Assisting the FA\u002FPWA\u002Fteam 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\u002Fas needed Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and\u002For FA\u002FPWA\u002Fteam, 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\u002For 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\u002FPWA\u002Fteam 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\u002FPWA\u002Fteam, 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\u002For FA\u002FPWA\u002Fteam, 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\u002For FA\u002FPWA\u002Fteam, assisting with research using firm-approved systems Qualifications EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience At the request of FA\u002FPWA\u002Fteam, participating in existing client and\u002For prospective client meetings, representing the service lens Participating in firm initiatives (e.g., training or education programs), special projects and\u002For other duties directed by local management Knowledge\u002FSkills 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 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Salary range for the position: $68,000 and $120,000 per year. 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 X Vacation Days annually), 10 Paid Holidays, 401(k), and Short\u002FLong Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1584,"slug":1585,"title":125,"location":10,"raw_job_location_address_addressLocality":1586,"raw_hiringOrganization_logo_url":10,"raw_description":1587},60499,"intern-711-ms-smith-barney-llc-16","1775 I Street","Responsibilities Gain industry and organizational knowledge through daily business interactions and job assignments. Develop business, financial and analytical skills needed for career in global wealth management and financial services. Provide marketing and sales support to branches and their teams. Perform market research. Gain exposure to wealth management business, products, services and clients’ financial needs. Requirements High school diploma required. In pursuit of college degree preferable. At least 18 years of age. Internships are intended to be positions that are for limited duration, with a maximum duration ten months. Strong desire to gain further understanding of the global wealth management business. Effective communication and interpersonal skills (both written and verbal) Ability to work on a team. Strong analytical skills and ability to interpret. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership\u002Funion status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M\u002FF\u002FDisability\u002FVet) 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Salary range for the position: $17.95 and $20 per hour. 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 X Vacation Days annually), 10 Paid Holidays, 401(k), and Short\u002FLong Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1589,"slug":1590,"title":9,"location":10,"raw_job_location_address_addressLocality":1591,"raw_hiringOrganization_logo_url":10,"raw_description":1592},60501,"client-relationship-analyst-711-ms-smith-barney-llc-5","106 BUSINESS PARK DRIVE","POSITION SUMMARY Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: • Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships • Executing money movement transactions at the request of the client and\u002For FA\u002FPWA • 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\u002For documents in a clerical capacity at the direction of the client and\u002For FA\u002FPWA • Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) • Assist FAs\u002FPWAs\u002Fteams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems • Assist with data entry for key client needs such as new account opening and financial planning at the direction of the FAs\u002FPWAs\u002Fteams • Supporting the FAs \u002F PWAs \u002F teams’ marketing strategy (e.g., website maintenance) • Assist FAs \u002F PWAs\u002F 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\u002For other duties directed by local management ADMINISTRATIVE SUPPORT: • Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs\u002FPWAs\u002Fteams 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience • High School Diploma\u002FEquivalency • College degree preferred • Industry experience is a plus • Willingness to obtain Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Knowledge\u002FSkills • 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 multi-task • Goal oriented, self-motivated and results driven Reports to: • Business Service Officer Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership\u002Funion status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M\u002FF\u002FDisability\u002FVet). 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $16 and $40.87 per hour 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1594,"slug":1595,"title":803,"location":10,"raw_job_location_address_addressLocality":1002,"raw_hiringOrganization_logo_url":10,"raw_description":1596},60511,"registered-client-relationship-analyst-711-ms-smith-barney-llc","POSITION SUMMARY Registered Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: • Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships • Executing money movement transactions at the request of the client and\u002For FA\u002FPWA\u002Fteam • 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\u002For documents in a clerical capacity at the direction of the client and\u002For FA\u002FPWA\u002Fteam • Educating or enrolling clients in digital tools (e.g. MS Online, 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\u002For FA\u002FPWA\u002Fteam • Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) • Accept or enter unsolicited orders and\u002For enter solicited orders in a clerical capacity at the direction of the FA\u002FPWA\u002Fteam • Assists Financial Advisor(s) \u002F team in delivering against their business plan and client service model • Supporting the Financial Advisor\u002F team marketing strategy (e.g., website maintenance) • Assist FAs\u002FPWAs\u002Fteams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems • Assist with data entry for key client needs such as new account opening and financial planning at the direction of the FAs\u002FPWAs\u002Fteams • Remaining current on all policies, procedures, and new platforms • Participating in firm initiatives (e.g., training or education programs), special projects and\u002For 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 Financial Advisor \u002F teams as needed) Morgan Stanley EOE committed to diversifying its workforce. • 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience • High School Diploma\u002FEquivalency • College degree preferred • Active Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) • Two or more years of industry experience preferred Knowledge\u002FSkills • 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership\u002Funion status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M\u002FF\u002FDisability\u002FVet). At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1598,"slug":1599,"title":108,"location":10,"raw_job_location_address_addressLocality":945,"raw_hiringOrganization_logo_url":10,"raw_description":1600},85692,"client-service-associate-ms-smith-barney-llc-37","Job Description Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. 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\u002For 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\u002Fmonthly field service professional and\u002For 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\u002For Experience Willingness to obtain Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Two or more years of industry experience preferred High School Diploma\u002FEquivalency College degree preferred Knowledge\u002FSkills 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $35,152 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1602,"slug":1603,"title":1418,"location":10,"raw_job_location_address_addressLocality":945,"raw_hiringOrganization_logo_url":10,"raw_description":1604},85694,"private-wealth-management-client-service-associate-ms-smith-barney-llc-2","Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. 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\u002For 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\u002Fmonthly field service professional and\u002For 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\u002For Experience Willingness to obtain Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Two or more years of industry experience preferred High School Diploma\u002FEquivalency College degree preferred Knowledge\u002FSkills 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $35,152 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1606,"slug":1607,"title":623,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1608},48752,"business-service-officer-ms-smith-barney-llc","The PWM Business Service Officers (BSO) are responsible for shaping the future of service by modernizing our client experience through an elevated standard of care. The Business Service Officer (BSO) will report directly to the Market Business Service Officer (MBSO) and is responsible for the supervision, management of Support Professionals and execution of all business and service functions within the assigned branches. Additional job responsibilities include facilitating communication and training for Service Professionals, partner with Market Sales and Risk teams to ensure execution in all aspects of the business and further support the MBSO with delivering on service initiatives. DUTIES and RESPONSIBILITIES: People Management and Communication Lead the Branch in executing the organization’s strategic priorities by influencing and coaching behavioral change with a focus on consistency, quality, and compliance with Firm policies and procedures Lead, mentor, and supervise a team of Support and Service Professionals Promote cross-training, learning, development and recognition of Service and Support Professionals within the market Facilitate the interviewing, selection and onboarding of new hires, including newly recruited Financial Advisors and their Support Professionals Partner with MBSO and Human Resources regarding all aspects of people management, including annual performance reviews, performance management and conflict resolution Maintain strong relationships with key partners within the Branch, Market, Region and Home Office including participation in team meetings, regional and national calls Consistently conduct Support Professional one-on-one meetings for coaching opportunities, career goal setting, job related activities, firm opportunities and team building; this includes meeting with Advisor teams to address service needs Manage and oversee Support Professionals coverage for Financial Advisors in the Branch Identify Support Professional recognition opportunities within the market through sharing of best practices, success stories and achievements Promote a branch culture that’s consistent with the Firm’s core values, including championing diversity and inclusion Operational Oversight Operational Oversight Manages travel and entertainment expenses for Advisors as well as other firm programs to manage budget tracking and forecasting with adherence to Firm policies Facilitate and manage resolution of client inquiries\u002Frequests Morgan Stanley EOE committed to diversifying its workforce. Participate in national calls to lean about new platform changes, policy and procedure updates, share best practices and learn about other timely updates Identify and implement process improvements to ensure teams are maximizing productivity and driving efficiencies Additional operational oversight may be required Administer other duties as delegates by the Market Business Service Officer EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: EDUCATION AND\u002FOR EXPERIENCE Bachelor’s degree required or equivalent education Previous industry experience Active Series 7 (GS), Series 9 and Series 10 (SU), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) required Other licenses as required for the role or by management KNOWLEDGE AND SKILLS Effective written and verbal communication skills Strong attention to detail Ability to prioritize and resolve complex needs and escalate as necessary Ability to identify issues and trends in order to anticipate change and provide comprehensive solutions and remedies Evidence of strong leadership and talent development capabilities Previous supervisory experience preferred Exceptional organizational and time management skills Exceptional conflict resolution skills Ability to manage relationships, motivate and lead groups of people at various levels throughout the market Knowledge of Firm’s Risk & Compliance policies Ability to think strategically Reports to: • Market Business Service Officer Direct reports: • Support Professionals 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Salary range for the position: $120,000 - $165,000 per year. 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\u002FLong Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1610,"slug":1611,"title":1612,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1613},48812,"service-manager-ms-smith-barney-llc","Service Manager","Service Managers (SM) are responsible for shaping the future of service by modernizing our client experience by focusing on operational efficiency and oversight. The Service Manager (SM) will report directly to the Market Business Service Officer (MBSO) and is responsible for the supervision, management of Service Associates & Receptionists, and execution of all operational service functions within the assigned branches. These operational service functions include but are not limited to money movement, trade support and operational approvals. Additional job responsibilities include facilitating communication and training for Service Professionals, partner with Market Sales and Risk teams to ensure execution in all aspects of the business and further support the MBSO with delivering on service initiatives. DUTIES and RESPONSIBILITIES: Operational Oversight • Oversee and manage service transaction approvals and processes (e.g., trade supervision, money movement, document handling, cashiering, trading and account maintenance) and ensuring reporting, logs and files are maintained and actioned appropriately • Oversee document handling by conducting quality assurance reviews on execution within operations area as well as the entire branch • Lead select operational remediations within the team and ensure corrective action is taken before deadlines • Ensure appropriate coverage across all branches assigned which may include travel to assigned branches (e.g., both within operations areas as well as offices with reception areas) • Facilitate and manage resolution of client inquiries\u002Frequests • Oversee various administrative efforts in the branch • Ensure compliance with Firm policies and procedures by overseeing the execution of regular self audit testing and partnering with the Market Risk Officers on branch exams and corrective action plan implementation relating to the service organization • Participate in national calls to learn about new platform changes, policy and procedure updates, share best practices and learn about other timely updates • Identify and implement process improvements to ensure teams are maximizing productivity and driving efficiencies • Administer other duties as delegated by the Market Business Service Officer People Management and Communication • Lead the Branch in executing the organization’s strategic priorities by influencing and coaching behavioral change with a focus on consistency, quality, and compliance with Firm policies and procedures • Lead, mentor, and supervise a team of Service Associates & Receptionists, including conducting one on-one meetings for coaching opportunities, career goal setting, job related activities, firm opportunities, and team building with direct reports • Maintain strong relationships with key partners within the Branch, Market, Region and Home Office including participation in team meetings, regional and national calls • Manage and oversee Service Associates & Receptionists responsible for operations within the branch • Promote a branch culture that’s consistent with the Firm’s core values, including championing diversity and inclusion EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience • Four-year college degree required or equivalent education • Previous industry experience • Active Series 7 (GS), Series 9 and Series 10 (SU), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) required • Other licenses as required for the role or by management Knowledge\u002FSkills • Effective written and verbal communication skills • Strong attention to detail • Ability to prioritize and resolve complex needs and escalate as necessary • Ability to identify issues and trends in order to anticipate change and provide comprehensive solutions and remedies • Evidence of strong leadership and talent development capabilities • Exceptional organizational and time management skills • Exceptional conflict resolution skills • Ability to manage relationships, motivate and lead groups of people at various levels throughout the market • Knowledge of Firm’s Risk & Compliance policies • Ability to think strategically Reports to: • Market Business Service Officer Direct reports: • Service Associates and Receptionists 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $120,000 - $165,000 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1615,"slug":1616,"title":108,"location":10,"raw_job_location_address_addressLocality":824,"raw_hiringOrganization_logo_url":10,"raw_description":1617},48821,"client-service-associate-ms-smith-barney-llc-5","POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: • Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships • Executing money movement transactions at the request of the client and\u002For FA\u002FPWA • 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\u002For documents in a clerical capacity at the direction of the client and\u002For FA\u002FPWA • Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) • Supporting the FAs\u002FPWAs\u002Fteams’ marketing strategy (e.g., website maintenance) • Assist FAs\u002FPWAs\u002Fteams 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\u002For other duties directed by local management ADMINISTRATIVE SUPPORT: • Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs\u002FPWAs\u002Fteams 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience • High School Diploma\u002FEquivalency • College degree preferred Morgan Stanley EOE committed to diversifying its workforce. M\u002FF\u002FD\u002FV Version: 7\u002F10\u002F2024 Morgan Stanley Client Service Associate Job Description • Industry experience is a plus • Willingness to obtain Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Knowledge\u002FSkills • 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 multi-task • 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Client Service Associates located in Connecticut receive an annual salary ranging from $35,360 to $61,200. In addition, Client Service Associates receive overtime pay for all time worked in excess of 40 hours in a workweek, calculated by multiplying the employee’s regular hourly rate of pay by one-and-a-half. Morgan Stanley also 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, Parental Leave and Vacation), Holidays, 401(k), and Short\u002FLong Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about the firm’s 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1619,"slug":1620,"title":1621,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1622},48896,"registered-service-associate-ms-smith-barney-llc","Registered Service Associate","POSITION SUMMARY Registered Service Associates perform operational support and oversight on behalf of the market as well as general management support functions and special projects. The role is responsible for daily functions such as document maintenance, money movement, trade support and various approvals. The Registered Service Associate must have the ability to resolve problems using all available resources and escalate matters, as necessary. DUTIES and RESPONSIBILITIES: OPERATIONAL SUPPORT: • Manage documents, including quality reviews for accuracy and completeness, scanning and electronic filing • Oversee and distribute incoming and outgoing mail, including opening, sorting, time stamping and distributing regular and\u002For overnight mail at multiple points throughout the day • Perform basic money movement functions such as check deposits, issuing checks and cash and securities transaction approvals • Assist with processing of trade adjustments and responding to operational alerts • Execute actionable items upon review of delegated reports and requests to meet service level expectations in a timely manner • Support the Service and Risk Management team in audit preparedness through ongoing monitoring of accounts and processes, ensuring compliance with firm policies and regulatory requirements • Remedy and\u002For escalate service breaks to management team • If supervisory licenses are held – Possibility of supervisory responsibilities to be delegated OTHER: • Assist with special projects (e.g., recruit onboarding support) • Identify Firm services and solutions that support clients’ needs including secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile including remote deposit capture features • Maintain focus on evolving policy and platform changes, participating in training opportunities and conference calls as needed • Perform various other administrative duties on behalf of the branch (e.g., telephone coverage, ordering supplies, facilities support) • Serve as a resource to sales, service, risk and Home Office partners on behalf of Service Managers • Organize and track progress against operational remediation projects EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience • High School Diploma\u002FEquivalency • College degree preferred • Active Series 7 (GS) and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) required Knowledge\u002FSkills • Strong computer skills and knowledge of Microsoft Office products • Exceptional writing, interpersonal and client service skills • Detail oriented with superior organizational skills and ability to prioritize tasks • Team player with the ability to collaborate with others • Ability to work in a fast-paced, evolving environment • Willingness to obtain Series 9 and Series 10 (SU) for delegation of supervisory functions Reports to: • Service Manager 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Salary range for the position: $31,200 and $90,000 per year. 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 X Vacation Days annually), 10 Paid Holidays, 401(k), and Short\u002FLong Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1624,"slug":1625,"title":1039,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1318},48976,"risk-officer-ms-smith-barney-llc-3",{"id":1627,"slug":1628,"title":125,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1629},48989,"intern-ms-smith-barney-llc-23","Responsibilities: Gain industry and organizational knowledge through daily business interactions and job assignments. Develop business, financial and analytical skills needed for career in global wealth management and financial services. Provide marketing and sales support to branches and their teams. Perform market research. Gain exposure to wealth management business, products, services and clients’ financial needs. Requirements: High school diploma required. In pursuit of college degree preferable. At least 18 years of age. Internships are intended to be positions that are for limited duration, with a maximum duration ten months. Strong desire to gain further understanding of the global wealth management business. Effective communication and interpersonal skills (both written and verbal) Ability to work on a team. Strong analytical skills and ability to interpret 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Salary range for the position: $20 and $20 per hour. 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 X Vacation Days annually), 10 Paid Holidays, 401(k), and Short\u002FLong Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1631,"slug":1632,"title":108,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1633},48997,"client-service-associate-ms-smith-barney-llc-14","Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and\u002For FA\u002FPWA 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\u002For documents in a clerical capacity at the direction of the client and\u002For FA\u002FPWA Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) Supporting the FAs\u002FPWAs\u002Fteams’ marketing strategy (e.g., website maintenance) Assist FAs\u002FPWAs\u002Fteams 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\u002For other duties directed by local management ADMINISTRATIVE SUPPORT: Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs\u002FPWAs\u002Fteams 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: High School Diploma\u002FEquivalency College degree preferred Industry experience is a plus Willingness to obtain Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Knowledge\u002FSkills 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 multi-task 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $16 and $43.27 per hour 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1635,"slug":1636,"title":306,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1637},48998,"wealth-management-associate-ms-smith-barney-llc-6","POSITION SUMMARY: Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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)\u002F Private Wealth Advisor(s) (PWAs)\u002F teams, this role will focus on assisting in areas such as digital marketing, portfolio holdings and\u002For proposal tools and financial planning. DUTIES and RESPONSIBILITIES: Client Support: As a senior member of the service team, provide coverage for an FA\u002FPWA\u002Fteam including: Cultivating relationships with business partners and colleagues internally and externally Supporting the FA\u002FPWA\u002Fteam in enhancing new and existing client relationships by providing an exceptional client experience Assisting the FA\u002FPWA\u002Fteam 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\u002Fas needed Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and\u002For FA\u002FPWA\u002Fteam, 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\u002For 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\u002FPWA\u002Fteam 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\u002FPWA\u002Fteam, 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\u002For FA\u002FPWA\u002Fteam, 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\u002For FA\u002FPWA\u002Fteam, assisting with research using firm-approved systems Qualifications EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience At the request of FA\u002FPWA\u002Fteam, participating in existing client and\u002For prospective client meetings, representing the service lens Participating in firm initiatives (e.g., training or education programs), special projects and\u002For other duties directed by local management Knowledge\u002FSkills 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 Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership\u002Funion status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M\u002FF\u002FDisability\u002FVet) 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $68,000 and $120,000 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1639,"slug":1640,"title":61,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1641},49007,"registered-client-service-associate-ms-smith-barney-llc-12","POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: • Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships • Executing money movement transactions at the request of the client and\u002For FA\u002FPWA • 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\u002For documents in a clerical capacity at the direction of the client and\u002For FA\u002FPWA • Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) • Supporting the FAs\u002FPWAs\u002Fteams’ marketing strategy (e.g., website maintenance) • Assist FAs\u002FPWAs\u002Fteams 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\u002For other duties directed by local management ADMINISTRATIVE SUPPORT: • Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs\u002FPWAs\u002Fteams 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience • High School Diploma\u002FEquivalency • College degree preferred Morgan Stanley EOE committed to diversifying its workforce. M\u002FF\u002FD\u002FV Version: 7\u002F10\u002F2024 Morgan Stanley Client Service Associate Job Description • Industry experience is a plus • Willingness to obtain Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Knowledge\u002FSkills • 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 multi-task • 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Salary range for the position: $32,900 and $90,000 per year. 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 X Vacation Days annually), 10 Paid Holidays, 401(k), and Short\u002FLong Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1643,"slug":1644,"title":1290,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1645},49008,"portfolio-management-associate-director-ms-smith-barney-llc-2","POSITION SUMMARY Portfolio Management (PM) Associate Directors provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F teams on a daily basis. As senior members of the service team, they assist FAs\u002FPWAs\u002Fteams with the development and execution of investment strategies based on client goals. 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 partnership with Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F teams, this role will create reporting on investment activity and performance and communicate effectively with clients regarding their accounts, market conditions and economic trends. DUTIES and RESPONSIBILITIES: • At the direction of the FA\u002FPWA\u002Fteam, entering new or adjusting existing asset allocations and inputting trades • At the request of the client and\u002For FA\u002FPWA\u002Fteam, preparing and reviewing various client reports from firm-approved systems for existing or prospective clients • At the request of the client and\u002For FA\u002FPWA\u002Fteam, assisting with research using firm-approved systems • At the request of FA\u002FPWA\u002Fteam, participating in existing client and\u002For prospective client meetings, representing the service lens • At the direction of the client or FA\u002FPWA\u002Fteam, making updates to clients’ estate, trust, retirement, and insurance objectives • Reviewing new client prospects that are developed through leads and referrals in relations to the FA\u002FPWA\u002Fteam’s client service model • At the direction of FA\u002FPWA\u002Fteam, executing against all clerical elements of digital and in-person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity • Providing feedback and suggesting upgrades to Portfolio Management business partners on firm-approved tools and resources EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience • 10+ years of experience in a field relevant to the position required • Advanced degree or professional certification or prior industry experience required • Active Series 7 (GS) and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) required • Additional product licenses may be required • Strong compliance record Knowledge\u002FSkills • 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: • Market Business Service Officer and\u002For 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Salary range for the position: $75,000 and $125,000 per year. 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 X Vacation Days annually), 10 Paid Holidays, 401(k), and Short\u002FLong Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1647,"slug":1648,"title":803,"location":10,"raw_job_location_address_addressLocality":10,"raw_hiringOrganization_logo_url":10,"raw_description":1649},49054,"registered-client-relationship-analyst-ms-smith-barney-llc-3","Registered Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: • Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships • Executing money movement transactions at the request of the client and\u002For FA\u002FPWA\u002Fteam • 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\u002For documents in a clerical capacity at the direction of the client and\u002For FA\u002FPWA\u002Fteam • 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\u002For FA\u002FPWA\u002Fteam • Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) • Accept or enter unsolicited orders and\u002For enter solicited orders in a clerical capacity at the direction of the FA\u002FPWA\u002Fteam • Assists Financial Advisor(s) \u002F team in delivering against their business plan and client service model • Supporting the Financial Advisor\u002F team marketing strategy (e.g, website maintenance) • Assist FAs\u002FPWAs\u002Fteams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems • Assist with data entry for key client needs such as new account opening and financial planning at the direction of the FAs\u002FPWAs\u002Fteams • Remaining current on all policies, procedures and new platforms • Participating in firm initiatives (e.g., training or education programs), special projects and\u002For 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 Financial Advisor \u002F 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience • High School Diploma\u002FEquivalency • College degree preferred • Active Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) • Two or more years of industry experience preferred Knowledge\u002FSkills • 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Salary range for the position: $15.92 and $42.07 per hour. 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 X Vacation Days annually), 10 Paid Holidays, 401(k), and Short\u002FLong Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1651,"slug":1652,"title":959,"location":10,"raw_job_location_address_addressLocality":1653,"raw_hiringOrganization_logo_url":10,"raw_description":1654},60366,"director-of-business-strategy-711-ms-smith-barney-llc","Houston","POSITION SUMMARY Directors of Business Strategy provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F teams on a daily basis. The Director of Business Strategy is a senior service level position for a Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F teams who is responsible for enhancing and maintaining deep relationships with new and existing clients. This industry professional leads the development, implementation, and management of the team’s overall business strategy. DUTIES and RESPONSIBILITIES: • Cultivating relationships with business partners and colleagues internally and externally • Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships through an exceptional client experience • Plays a leadership role in assisting the FA\u002FPWA\u002Fteam in developing and delivering against their client service model, including preparing for regular meetings as well as tracking follow-ups • Assisting the FA\u002FPWA\u002Fteam in developing and executing against their business plan and strategies to support it, partnering closely with other market stakeholders such as Practice Strategy Consultants, Business Development Managers and Market Management • At the direction of the client and\u002For FA\u002FPWA\u002Fteam, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients • At the request of FA\u002FPWA\u002Fteam, participating in existing client and\u002For prospective client meetings, representing the service lens • Focusing with the FA\u002FPWA\u002Fteam and other business partners to optimize business practice efficiencies • May allocate work among a team of Support Professionals EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience • 10+ years of experience in a field relevant to the position required • Advanced degree or professional certification or prior industry experience required • Active Series 7 (GS) and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) required • If required, obtain, and maintain CFP or CFA designation • Additional product licenses may be required Knowledge\u002FSkills • Strong leadership skills 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1656,"slug":1657,"title":623,"location":10,"raw_job_location_address_addressLocality":1658,"raw_hiringOrganization_logo_url":10,"raw_description":1659},60374,"business-service-officer-711-ms-smith-barney-llc-3","4800 Meadows- OR","POSITION SUMMARY Business Service Officers (BSO) are responsible for shaping the future of service by modernizing our client experience through an elevated standard of care. The Business Service Officer (BSO) will report directly to the Complex Business Service Officer (CBSO) and is responsible for the supervision, management of Support Professionals and execution of all business and service functions within the assigned branches. Additional job responsibilities include facilitating communication and training for Service Professionals, partner with Complex Sales and Risk teams to ensure execution in all aspects of the business and further support the CBSO with delivering on service initiatives. DUTIES and RESPONSIBILITIES: People Management and Communication Lead the Branch in executing the organization’s strategic priorities by influencing and coaching behavioral change with a focus on consistency, quality, and compliance with Firm policies and procedures Lead, mentor, and supervise a team of Support and Service Professionals Promote cross-training, learning, development and recognition of Service and Support Professionals within the Complex Facilitate the interviewing, selection and onboarding of new hires, including newly recruited Financial Advisors and their Support Professionals Partner with CBSO and Human Resources regarding all aspects of people management, including annual performance reviews, performance management and conflict resolution Maintain strong relationships with key partners within the Branch, Complex, Region and Home Office including participation in team meetings, regional and national calls Consistently conduct Support Professional one-on-one meetings for coaching opportunities, career goal setting, job related activities, firm opportunities and team building; this includes meeting with Advisor teams to address service needs Manage and oversee Support Professionals coverage for Financial Advisors in the Branch Identify Support Professional recognition opportunities within the complex through sharing of best practices, success stories and achievements Promote a branch culture that’s consistent with the Firm’s core values, including championing diversity and inclusion Operational Oversight Manages travel and entertainment expenses for Advisors as well as other firm programs to manage budget tracking and forecasting with adherence to Firm policies Facilitate and manage resolution of client inquiries\u002Frequests Participate in national calls to lean about new platform changes, policy and procedure updates, share best practices and learn about other timely updates Identify and implement process improvements to ensure teams are maximizing productivity and driving efficiencies Additional operational oversight may be required Administer other duties as delegates by the Complex Business Service Officer \" EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience Bachelor’s degree required or equivalent education Previous industry experience Active Series 7, 8 (or 9 and 10), and 66 (or 63 and 65) Other licenses as required for the role or by management Knowledge\u002FSkills Effective written and verbal communication skills Strong attention to detail Ability to prioritize and resolve complex needs and escalate as necessary Ability to identify issues and trends in order to anticipate change and provide comprehensive solutions and remedies Evidence of strong leadership and talent development capabilities Previous supervisory experience preferred Exceptional organizational and time management skills Exceptional conflict resolution skills Ability to manage relationships, motivate and lead groups of people at various levels throughout the Complex Knowledge of Firm’s Risk & Compliance policies Ability to think strategically Reports to: Complex Business Service Officer Direct reports: Support Professionals 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1661,"slug":1662,"title":1039,"location":10,"raw_job_location_address_addressLocality":851,"raw_hiringOrganization_logo_url":10,"raw_description":1663},60382,"risk-officer-711-ms-smith-barney-llc","The Risk Officer is responsible for a wide variety of supervisory, compliance, and risk functions. In conjunction with the Senior Risk Officer, the Risk Officer has accountability for maintaining a consistent controlled environment through adherence of business ethics and practices and adherence to all applicable Federal, State and Local laws, Morgan Stanley Wealth Management policies, and other regulations. Then the Risk Officer keeps the Senior Risk Officer informed of significant matters. The Risk Officer role is a non-revenue sharing position that reports to the Senior Risk Officer. DUTIES and RESPONSIBILITIES: Surveillance and Supervision Primary responsibility for all risk, supervisory, and compliance function for respective branch location(s) Facilitates any supervisory inquiry or process that requires escalation from the Senior Risk Officer and\u002For the Regional Risk Officer Focuses on business ethics and regulatory and compliance practices Provides coaching and guidance on policies and procedures in order to promote risk awareness and a compliant environment Ensure proper procedures are in place to ensure that approvals are handled appropriately and timely Risk Management\u002FCompliance\u002FLegal Monitors and implements procedures to manage all facets of risk, including data security Facilitates regular and consistent communication of Morgan Stanley Wealth Management policies and other regulations Liaises with the Legal and Compliance Division with customer complaints and litigation Together with the Market Manager and Senior Risk Officer, ensures appropriate supervisory coverage is maintained at all times Oversees responsibilities outlined in the Branch Supervisory Manual, as well as new policies to ensure the Market has procedures in place Supports in the preparation for and response to audits, and ensures that any audit findings are appropriately responded to and remediated Works with Market Manager and Senior Risk Officer to monitor people risk, and ensures appropriate action is taken Responsible for proactive client contact in determining suitability and managing risk Active involvement with the region regarding matters presented to the Credit Committee Primary source for intelligence on risk in regard to clients and FAs Administrative Works closely with Special Investigation Unit on any Human Resources issues as related to risk and compliance. Together with the Senior Risk Officer facilitates the training on Morgan Stanley Wealth Management compliance policies and procedures. Assists in the review and on boarding of FA recruits Qualifications - External Education and\u002For Experience Bachelor’s degree required or equivalent education or experience Previous industry experience Active Series 7, 8 (or 9 and 10), and 63, 65 (or 66) Other licenses as required for role or by management Knowledge\u002FSkills Knowledge of SEC, FINRA and Firm Compliance Policies and Procedures Effective written and verbal communication skills Strong attention to detail Ability to prioritize and resolve complex problems and escalate as necessary Ability to identify issues and trends in order to anticipate change and provide recommended comprehensive solutions and remedies Evidence of strong leadership capabilities or previous supervisory experience Ability to organize and prioritize workflow and assignments in a deadline oriented environment Ability to interact with Financial Advisors and clients Excellent judgment and the ability to be discreet in all matters Strong work ethic Reports to: Senior Risk 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $120,000 - $165,000 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1665,"slug":1666,"title":61,"location":10,"raw_job_location_address_addressLocality":1667,"raw_hiringOrganization_logo_url":10,"raw_description":1668},60443,"registered-client-service-associate-711-ms-smith-barney-llc-11","Northfield NJ 376","POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: • Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships • Executing money movement transactions at the request of the client and\u002For FA\u002FPWA\u002Fteam • 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\u002For documents in aa clerical capacity at the direction of the client and\u002For FA\u002FPWA\u002Fteam • 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\u002For FA\u002FPWA\u002Fteam • Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) • Accept or enter unsolicited orders and\u002For enter solicited orders in a clerical capacity at the direction of the FA\u002FPWA\u002Fteam • Supporting the FAs \u002F PWAs \u002F teams’ marketing strategy (e.g., website maintenance) • Assist FAs \u002F PWAs\u002F 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\u002For 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 \u002F PWAs \u002F 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience • High School Diploma\u002FEquivalency • College degree preferred • Active Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) • Two or more years of industry experience preferred Knowledge\u002FSkills • 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Salary range for the position: $32,000 and $90,000 per year. 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 X Vacation Days annually), 10 Paid Holidays, 401(k), and Short\u002FLong Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1670,"slug":1671,"title":1672,"location":10,"raw_job_location_address_addressLocality":977,"raw_hiringOrganization_logo_url":10,"raw_description":1673},60468,"financial-services-representative-sandy-ut-handshake-711-ms-smith-barney-llc","Financial Services Representative (Sandy, UT) - Handshake","Are you interested in financial services? Have you always wanted to learn the inner workings of the stock market? Do you get excited about solving problems and having customers compliment your work? Are you goal-driven and competitive? If you answered yes to these questions, you’re the person we want on our Financial Services team! As an unlicensed Financial Services Representative, you would use your amazing customer service skills and knack for problem-solving to engage our clients via incoming calls and answer various questions related to their stock portfolios. To get you started in your career with us, Morgan Stanley will pay for your training to obtain your Series 7 & 63 Licenses. In This Role You Will: Provide excellent customer service by identifying customer needs and determining the best solution for them. Educate customers on Morgan Stanley ’s competitive advantage and identify additional products they would benefit from. Show us your determination to drive sales by engaging customers and identifying new opportunities. Follow processes and manage your time efficiently throughout the day. Continually learn about investments and the financial markets to address the individual client's investment needs . Help the company identify opportunities to keep our clients and do your part to minimize risk, when necessary. Be required to maintain a high level of personal integrity and comply with Morgan Stanley ’s Code of Conduct . You’ll have to sign a statement agreeing to this; it’s important. Connect with other groups to gather info to resolve customer issues (you will never be on your own, we’re a family). Be involved in other projects and tasks (because there may be other things you can help with). A Typical Workday as a Financial Services Representative includes: Fielding inbound customer inquiries to assist customers with account related requests such as money movement, account updates, and trade requests. Following up with customers regarding outstanding account related items. Participating in continuing education and development. Benefits of being a Morgan Stanley Financial Services Representative: Develop a robust understanding of the financial services industry and gain insight into one of the world’s leading financial institutions. Invest in your career with a top tier learning and career development experience combining comprehensive financial product modules and learning courses, as well as on the job learning . Obtain the Series 7 & 63 licenses that will be paid for by Morgan Stanley. Enjoy a hybrid work environment that enables employees to thrive. Competitive base salary and a wide range of additional benefits including: Paid time off Savings programs Health care (medical, dental, vision) Insurance plans Tuition and licensing reimbursement along with student loan refinancing Fitness subsidy 401(k) with competitive firm matching, as well as access to the Morgan Stanley Employee Stock Purchase Program Family building benefit to assist employees with the cost of adoption, surrogacy, and fertility treatments Generous parental leave Commitment to Diversity and Inclusion Employees are encouraged to give back to your community What You Bring to the Table: A bachelor’s degree in Finance, Business Management or Administration, or have an equivalent combination of education, training and experience (1 year of work experience can substitute 1 year of education) You’ve spent at least 2 years working in a customer-facing role MUST be flexible to work a hybrid schedule (3 days a week in office) Even better if you: Have at least 2 years’ experience working in a call center environment or within a financial institution You can articulate your experience working on a team and in a highly collaborative environment You have previously been in a role where you had to meet sales goals either through full time work or college internships You’re considered a people-person and have extraordinary interpersonal skills, a strong team orientation and resiliency WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership\u002Funion status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M\u002FF\u002FDisability\u002FVet). At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1675,"slug":1676,"title":125,"location":10,"raw_job_location_address_addressLocality":747,"raw_hiringOrganization_logo_url":10,"raw_description":748},60504,"intern-711-ms-smith-barney-llc-18",{"id":1678,"slug":1679,"title":1680,"location":10,"raw_job_location_address_addressLocality":762,"raw_hiringOrganization_logo_url":10,"raw_description":1681},60507,"private-wealth-management-analyst-711-ms-smith-barney-llc","Private Wealth Management Analyst","POSITION SUMMARY Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F teams on a daily basis. As a key member of the service team, in supporting Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F teams, this role will focus on assisting in areas such as digital marketing, portfolio holdings and\u002For proposal tools, financial planning, reporting and analysis. DUTIES and RESPONSIBILITIES: Client Service: As a key member of the service team, provide coverage for an FA\u002FPWA\u002Fteam including: • Assisting the FA\u002FPWA\u002Fteam in delivering against their client service model, including preparing for regular meetings and tracking follow-ups • Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and\u002For FA\u002FPWA\u002Fteam, such as executing money movement transactions, answering general non-investment related questions concerning client accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and\u002For entering solicited orders in a clerical capacity • Remaining current on all policies, procedures and new platforms Business Development Support: • Assisting the FA\u002FPWA\u002Fteam 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\u002FPWA\u002Fteam, 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\u002For FA\u002FPWA\u002Fteam, 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\u002For FA\u002FPWA\u002Fteam, assisting with research using firm-approved systems • At the request of FA\u002FPWA\u002Fteam, participating in existing client and\u002For prospective client meetings, representing the service lens • Participating in firm initiatives (e.g., training or education programs), special projects and\u002For other duties directed by local management EDUCATION, EXPERIENCE, KNOWLEDGE and SKILLS: Education and\u002For Experience • 2+ 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\u002FRA) or Series 63 (AG) and Series 65 (RA) required • Additional product licenses may be required Knowledge\u002FSkills • 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 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1683,"slug":1684,"title":803,"location":10,"raw_job_location_address_addressLocality":552,"raw_hiringOrganization_logo_url":10,"raw_description":834},75364,"registered-client-relationship-analyst-ms-smith-barney-llc-5",{"id":1686,"slug":1687,"title":108,"location":10,"raw_job_location_address_addressLocality":1688,"raw_hiringOrganization_logo_url":10,"raw_description":1689},75376,"client-service-associate-ms-smith-barney-llc-27","3500 Colonnade Pkwy - AL","POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and\u002For FA\u002FPWA 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\u002For documents in a clerical capacity at the direction of the client and\u002For FA\u002FPWA Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) Supporting the FAs\u002FPWAs\u002Fteams’ marketing strategy (e.g., website maintenance) Assist FAs\u002FPWAs\u002Fteams 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\u002For other duties directed by local management ADMINISTRATIVE SUPPORT Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs\u002FPWAs\u002Fteams 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS Education and\u002For Experience High School Diploma\u002FEquivalency College degree preferred Industry experience is a plus Willingness to obtain Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Knowledge\u002FSkills 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 multi-task 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1691,"slug":1692,"title":125,"location":10,"raw_job_location_address_addressLocality":589,"raw_hiringOrganization_logo_url":10,"raw_description":1693},75386,"intern-ms-smith-barney-llc-28","Responsibilities: Gain industry and organizational knowledge through daily business interactions and job assignments. Develop business, financial and analytical skills needed for career in global wealth management and financial services. Provide marketing and sales support to branches and their teams. Perform market research. Gain exposure to wealth management business, products, services and clients’ financial needs. Requirements: High school diploma required. In pursuit of college degree preferable. At least 18 years of age. Internships are intended to be positions that are for limited duration, with a maximum duration ten months. Strong desire to gain further understanding of the global wealth management business. Effective communication and interpersonal skills (both written and verbal) Ability to work on a team. Strong analytical skills and ability to interpret. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership\u002Funion status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M\u002FF\u002FDisability\u002FVet). 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Salary range for the position: $17.05 - $17.05\u002Fhour. 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 0 Vacation Days annually), 10 Paid Holidays, 401(k), and Short\u002FLong Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1695,"slug":1696,"title":125,"location":10,"raw_job_location_address_addressLocality":1697,"raw_hiringOrganization_logo_url":10,"raw_description":1698},75387,"intern-ms-smith-barney-llc-29","1320 MAIN STREET","Responsibilities Gain industry and organizational knowledge through daily business interactions and job assignments. Develop business, financial and analytical skills needed for career in global wealth management and financial services. Provide marketing and sales support to branches and their teams. Perform market research. Gain exposure to wealth management business, products, services and clients’ financial needs. Requirements High school diploma required. In pursuit of college degree preferable. At least 18 years of age. Internships are intended to be positions that are for limited duration, with a maximum duration ten months. Strong desire to gain further understanding of the global wealth management business. Effective communication and interpersonal skills (both written and verbal) Ability to work on a team. Strong analytical skills and ability to interpret. 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. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership\u002Funion status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M\u002FF\u002FDisability\u002FVet) 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1700,"slug":1701,"title":803,"location":10,"raw_job_location_address_addressLocality":584,"raw_hiringOrganization_logo_url":10,"raw_description":805},75388,"registered-client-relationship-analyst-ms-smith-barney-llc-6",{"id":1703,"slug":1704,"title":125,"location":10,"raw_job_location_address_addressLocality":1705,"raw_hiringOrganization_logo_url":10,"raw_description":905},75391,"intern-ms-smith-barney-llc-31","4449 EASTON WAY",{"id":1707,"slug":1708,"title":1709,"location":10,"raw_job_location_address_addressLocality":589,"raw_hiringOrganization_logo_url":10,"raw_description":1710},75393,"2027-wealth-management-virtual-engagement-associate-vea-program-chicago-il-ms-smith-barney-llc","2027 Wealth Management Virtual Engagement Associate (VEA) Program | Chicago, IL","Wealth Management Virtual Engagement Associate (VEA) Program This application is for candidates who are interested in roles with anticipated start dates throughout 2027. Position Overview: The VEA Program is designed to give you firsthand experience working with the top Financial Advisors (FAs) in the industry at a leading global financial institution. In the VEA Program there are several different roles that are designed to support Financial Advisors in areas of business development, including the Client Engagement Associate, Financial Planning Associate, Workplace Engagement Associate, and Wealth Solutions Associate. Upon hire, you will be placed in one of these roles based on your experience, education, credentials, and business needs. The goal of the program is to give you a strong foundation in several systems\u002Ftools, business areas, and skills. The VEA Program is structured as a two-year and three-month commitment (including the licensing and training period) and is designed to build a strong foundation across Wealth Management and client engagement. The length of the program enables you to earn your licenses, be trained in the role, gain additional professional designations, network, and capture valuable experience working with different FAs to understand how they run their practice. The insight you will gain is unique, and if successful, will propel you into a fruitful career at Morgan Stanley. Many successful associates continue their journey beyond the initial program period by gaining experience in new areas, broadening their expertise, and pursuing additional opportunities within the VEA organization. The VEA Program operates in-person, across six office locations: Alpharetta, GA | Chicago, IL | Dallas, TX | New York Metro | Tempe, AZ. This is not a remote position. The Experience You Could Gain: The VEA Program includes a rigorous licensing period, followed by training and assessments designed to prepare you to succeed in the role. Through participation in the VEA Program, you could gain experience in: Partnering with Financial Advisors to understand their business goals and tailor client engagement strategies to support growth. Building and executing digital and targeted client outreach strategies, including social media\u002Fwebsite content and segmented client communication campaigns. Developing structured communication cadences that increase meaningful client touchpoints and deepen relationships over time. Analyzing client relationships and engagement data to identify opportunities and deliver tactical recommendations to enhance the client experience. Supporting workplace engagement initiatives, including communicating the value of a financial advisor partnership to workplace participants. Applying financial planning tools and resources to gather client information, build\u002Fanalyze plans, and communicate results and next steps clearly. Educating clients on Morgan Stanley wealth solutions and supporting end-to-end onboarding to drive adoption of relevant capabilities (e.g., cash management and self-directed solutions). Developing product and solutions fluency across advisory programs and select investment\u002Finsurance solutions, with exposure to complex implementation and client-facing reporting. Creating and presenting business insights (e.g., reports and readouts) for FAs and leadership, and sharing best practices to continuously improve strategy. Benefits You Could Take Advantage Of: Competitive base salary, and a wide range of benefits including paid time off, savings programs, health care, insurance plans, student loan refinancing, fitness subsidy, and more Access to 401(k) offering with competitive Firm matching as well as access to the Morgan Stanley Employee Stock Purchase Program Obtain Series 7 and 63 licenses. Develop a robust understanding of the financial services industry through the lens of one of the world’s leading financial institutions Access an immersive learning experience that incorporates financial product education, platform navigation along with professional development The Skills\u002FExperience\u002FQualifications You’ll Need: We seek motivated candidates from diverse academic backgrounds with a heightened interest in wealth management. Successful candidates have a unique blend of strong interpersonal communication skills, professional presence, numerical aptitude and comfort with data\u002Fmetrics, organizational skills, analytic mindset, and great attention to detail. Specific qualifications include: A bachelor’s degree with a proven track record of academic success. Prior professional experience would be an asset but not required Securities Industry Essentials (SIE) exam completed prior to interviewing for the program, Firm sponsorship of the Series 7 and 63 exams is provided and requires completion within the provided timeframe Strong written and verbal communication, client, and interpersonal skills Demonstrates flexibility and adaptability, with the ability to quickly learn and apply new technologies, processes and tools to meet evolving business needs. Experience in prompt engineering and a strong understanding of AI tools and technologies preferred, as well as hands-on experience in optimizing AI-driven solutions. Extraordinarily high level of motivation and commitment to working hard and staying organized in a competitive, fast-paced environment Ability to balance multiple priorities under pressure and time constraints 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. Successful completion of background check and pre-employment assessments 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Salary range for the position: 65,000 and 85,000 per year. 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 X Vacation Days annually), 10 Paid Holidays, 401(k), and Short\u002FLong Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1712,"slug":1713,"title":108,"location":10,"raw_job_location_address_addressLocality":1714,"raw_hiringOrganization_logo_url":10,"raw_description":1715},75397,"client-service-associate-ms-smith-barney-llc-28","4801 N Butler- NM","Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and\u002For FA\u002FPWA 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\u002For documents in a clerical capacity at the direction of the client and\u002For FA\u002FPWA Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) Supporting the FAs\u002FPWAs\u002Fteams’ marketing strategy (e.g., website maintenance) Assist FAs\u002FPWAs\u002Fteams 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\u002For other duties directed by local management ADMINISTRATIVE SUPPORT: Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs\u002FPWAs\u002Fteams 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience High School Diploma\u002FEquivalency College degree preferred Industry experience is a plus Willingness to obtain Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Knowledge\u002FSkills 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 multi-task 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1717,"slug":1718,"title":306,"location":10,"raw_job_location_address_addressLocality":624,"raw_hiringOrganization_logo_url":10,"raw_description":1719},75400,"wealth-management-associate-ms-smith-barney-llc-9","Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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)\u002F Private Wealth Advisor(s) (PWAs)\u002F teams, this role will focus on assisting in areas such as digital marketing, portfolio holdings and\u002For proposal tools and financial planning. DUTIES and RESPONSIBILITIES: Client Service: As a senior member of the service team, provide coverage for an FA\u002FPWA\u002Fteam including: Cultivating relationships with business partners and colleagues internally and externally Supporting the FA\u002FPWA\u002Fteam in enhancing new and existing client relationships by providing an exceptional client experience Assisting the FA\u002FPWA\u002Fteam 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\u002Fas needed Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and\u002For FA\u002FPWA\u002Fteam, 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\u002For 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\u002FPWA\u002Fteam 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\u002FPWA\u002Fteam, executing against all administrative elements of digital and inperson marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity At the request of the client and\u002For FA\u002FPWA\u002Fteam, 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\u002For FA\u002FPWA\u002Fteam, assisting with research using firm-approved systems Job Description At the request of FA\u002FPWA\u002Fteam, participating in existing client and\u002For prospective client meetings, representing the service lens Participating in firm initiatives (e.g., training or education programs), special projects and\u002For other duties directed by local management EDUCATION, EXPERIENCE, KNOWLEDGE and SKILLS: Education and\u002For 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\u002FRA) or Series 63 (AG) and Series 65 (RA) required Additional product licenses may be required Knowledge\u002FSkills 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1721,"slug":1722,"title":623,"location":10,"raw_job_location_address_addressLocality":1723,"raw_hiringOrganization_logo_url":10,"raw_description":1724},75402,"business-service-officer-ms-smith-barney-llc-9","5250 N. PALM AVE","The PWM Business Service Officers (BSO) are responsible for shaping the future of service by modernizing our client experience through an elevated standard of care. The Business Service Officer (BSO) will report directly to the Complex Business Service Officer (CBSO) and is responsible for the supervision, management of Support Professionals and execution of all business and service functions within the assigned branches. Additional job responsibilities include facilitating communication and training for Service Professionals, partner with Complex Sales and Risk teams to ensure execution in all aspects of the business and further support the CBSO with delivering on service initiatives. DUTIES and RESPONSIBILITIES: People Management and Communication Lead the Branch in executing the organization’s strategic priorities by influencing and coaching behavioral change with a focus on consistency, quality, and compliance with Firm policies and procedures Lead, mentor, and supervise a team of Support and Service Professionals Promote cross-training, learning, development and recognition of Service and Support Professionals within the Complex Facilitate the interviewing, selection and onboarding of new hires, including newly recruited Financial Advisors and their Support Professionals Partner with CBSO and Human Resources regarding all aspects of people management, including annual performance reviews, performance management and conflict resolution Maintain strong relationships with key partners within the Branch, Complex, Region and Home Office including participation in team meetings, regional and national calls Consistently conduct Support Professional one-on-one meetings for coaching opportunities, career goal setting, job related activities, firm opportunities and team building; this includes meeting with Advisor teams to address service needs Manage and oversee Support Professionals coverage for Financial Advisors in the Branch Identify Support Professional recognition opportunities within the complex through sharing of best practices, success stories and achievements Promote a branch culture that’s consistent with the Firm’s core values, including championing diversity and inclusion Operational Oversight Manages travel and entertainment expenses for Advisors as well as other firm programs to manage budget tracking and forecasting with adherence to Firm policies Facilitate and manage resolution of client inquiries\u002Frequests Participate in national calls to lean about new platform changes, policy and procedure updates, share best practices and learn about other timely updates Identify and implement process improvements to ensure teams are maximizing productivity and driving efficiencies Additional operational oversight may be required Administer other duties as delegates by the Complex Business Service Officer \" EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience Bachelor’s degree required or equivalent education Previous industry experience Active Series 7, 8 (or 9 and 10), and 66 (or 63 and 65) Other licenses as required for the role or by management Knowledge\u002FSkills Effective written and verbal communication skills Strong attention to detail Ability to prioritize and resolve complex needs and escalate as necessary Ability to identify issues and trends in order to anticipate change and provide comprehensive solutions and remedies Evidence of strong leadership and talent development capabilities Previous supervisory experience preferred Exceptional organizational and time management skills Exceptional conflict resolution skills Ability to manage relationships, motivate and lead groups of people at various levels throughout the Complex Knowledge of Firm’s Risk & Compliance policies Ability to think strategically Reports to: Complex Business Service Officer Direct reports: Support Professionals 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $120,000 - $170,000 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1726,"slug":1727,"title":125,"location":10,"raw_job_location_address_addressLocality":1553,"raw_hiringOrganization_logo_url":10,"raw_description":1728},75416,"intern-ms-smith-barney-llc-32","Job Description Responsibilities: Gain industry and organizational knowledge through daily business interactions and job assignments. Develop business, financial and analytical skills needed for career in global wealth management and financial services. Provide marketing and sales support to branches and their teams. Perform market research. Gain exposure to wealth management business, products, services and clients financial needs. Requirements: High school diploma required. In pursuit of college degree preferable. At least 18 years of age. Internships are intended to be positions that are for limited duration, with a maximum duration ten months. Strong desire to gain further understanding of the global wealth management business. Effective communication and interpersonal skills (both written and verbal) Ability to work on a team. Strong analytical skills and ability to interpret. Morgan Stanley EOE committed to diversifying its workforce. M\u002FF\u002FD\u002FV. 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $16.00 - $16.00 per hour 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1730,"slug":1731,"title":9,"location":10,"raw_job_location_address_addressLocality":833,"raw_hiringOrganization_logo_url":10,"raw_description":1479},75422,"client-relationship-analyst-ms-smith-barney-llc-14",{"id":1733,"slug":1734,"title":803,"location":10,"raw_job_location_address_addressLocality":1735,"raw_hiringOrganization_logo_url":10,"raw_description":1736},75426,"registered-client-relationship-analyst-ms-smith-barney-llc-7","4520 MAIN STREET","POSITION SUMMARY Registered Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: • Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships • Executing money movement transactions at the request of the client and\u002For FA\u002FPWA\u002Fteam • 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\u002For documents in a clerical capacity at the direction of the client and\u002For FA\u002FPWA\u002Fteam • Educating or enrolling clients in digital tools (e.g. MS Online, 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\u002For FA\u002FPWA\u002Fteam • Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) • Accept or enter unsolicited orders and\u002For enter solicited orders in a clerical capacity at the direction of the FA\u002FPWA\u002Fteam • Assists Financial Advisor(s) \u002F team in delivering against their business plan and client service model • Supporting the Financial Advisor\u002F team marketing strategy (e.g., website maintenance) • Assist FAs\u002FPWAs\u002Fteams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems • Assist with data entry for key client needs such as new account opening and financial planning at the direction of the FAs\u002FPWAs\u002Fteams • Remaining current on all policies, procedures, and new platforms • Participating in firm initiatives (e.g., training or education programs), special projects and\u002For 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 Financial Advisor \u002F 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience • High School Diploma\u002FEquivalency • College degree preferred • Active Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) • Two or more years of industry experience preferred Knowledge\u002FSkills • 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 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1738,"slug":1739,"title":125,"location":10,"raw_job_location_address_addressLocality":869,"raw_hiringOrganization_logo_url":10,"raw_description":1740},75441,"intern-ms-smith-barney-llc-36","Responsibilities: Gain industry and organizational knowledge through daily business interactions and job assignments. Develop business, financial and analytical skills needed for career in global wealth management and financial services. Provide marketing and sales support to branches and their teams. Perform market research. Gain exposure to wealth management business, products, services and clients’ financial needs. Requirements: High school diploma required. In pursuit of college degree preferable. At least 18 years of age. Internships are intended to be positions that are for limited duration, with a maximum duration ten months. Strong desire to gain further understanding of the global wealth management business. Effective communication and interpersonal skills (both written and verbal) Ability to work on a team. Strong analytical skills and ability to interpret. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership\u002Funion status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M\u002FF\u002FDisability\u002FVet). 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Salary range for the position: $16.00 and $16.00 per hour. 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 X Vacation Days annually), 10 Paid Holidays, 401(k), and Short\u002FLong Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1742,"slug":1743,"title":125,"location":10,"raw_job_location_address_addressLocality":655,"raw_hiringOrganization_logo_url":10,"raw_description":1744},75485,"intern-ms-smith-barney-llc-38","Job Description Responsibilities: Gain industry and organizational knowledge through daily business interactions and job assignments. Develop business, financial and analytical skills needed for career in global wealth management and financial services. Provide marketing and sales support to branches and their teams. Perform market research. Gain exposure to wealth management business, products, services and clients financial needs. Requirements: High school diploma required. In pursuit of college degree preferable. At least 18 years of age. Internships are intended to be positions that are for limited duration, with a maximum duration ten months. Strong desire to gain further understanding of the global wealth management business. Effective communication and interpersonal skills (both written and verbal) Ability to work on a team. Strong analytical skills and ability to interpret. Morgan Stanley EOE committed to diversifying its workforce. M\u002FF\u002FD\u002FV. 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $18.00 - $18.00 per hour 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1746,"slug":1747,"title":125,"location":10,"raw_job_location_address_addressLocality":655,"raw_hiringOrganization_logo_url":10,"raw_description":1748},75487,"intern-ms-smith-barney-llc-39","Responsibilities: Gain industry and organizational knowledge through daily business interactions and job assignments. Develop business, financial and analytical skills needed for career in global wealth management and financial services. Provide marketing and sales support to branches and their teams. Perform market research. Gain exposure to wealth management business, products, services and clients’ financial needs. Requirements: High school diploma required. In pursuit of college degree preferable. At least 18 years of age. Internships are intended to be positions that are for limited duration, with a maximum duration ten months. Strong desire to gain further understanding of the global wealth management business. Effective communication and interpersonal skills (both written and verbal) Ability to work on a team. Strong analytical skills and ability to interpret. 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $20.00 and $20.00 per hour 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1750,"slug":1751,"title":125,"location":10,"raw_job_location_address_addressLocality":655,"raw_hiringOrganization_logo_url":10,"raw_description":1752},75489,"intern-ms-smith-barney-llc-40","Responsibilities Gain industry and organizational knowledge through daily business interactions and job assignments. Develop business, financial and analytical skills needed for career in global wealth management and financial services. Provide marketing and sales support to branches and their teams. Perform market research. Gain exposure to wealth management business, products, services and clients’ financial needs. Requirements High school diploma required. In pursuit of college degree preferable. At least 18 years of age. Internships are intended to be positions that are for limited duration, with a maximum duration ten months. Strong desire to gain further understanding of the global wealth management business. Effective communication and interpersonal skills (both written and verbal) Ability to work on a team. Strong analytical skills and ability to interpret. 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $17.00 and $17.00 per hour 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1754,"slug":1755,"title":125,"location":10,"raw_job_location_address_addressLocality":655,"raw_hiringOrganization_logo_url":10,"raw_description":1756},75490,"intern-ms-smith-barney-llc-41","Job Description Responsibilities: Gain industry and organizational knowledge through daily business interactions and job assignments. Develop business, financial and analytical skills needed for career in global wealth management and financial services. Provide marketing and sales support to branches and their teams. Perform market research. Gain exposure to wealth management business, products, services and clients financial needs. Requirements: High school diploma required. In pursuit of college degree preferable. At least 18 years of age. Internships are intended to be positions that are for limited duration, with a maximum duration ten months. Strong desire to gain further understanding of the global wealth management business. Effective communication and interpersonal skills (both written and verbal) Ability to work on a team. Strong analytical skills and ability to interpret. Morgan Stanley EOE committed to diversifying its workforce. M\u002FF\u002FD\u002FV. 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $17.00 - $17.00 per hour 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1758,"slug":1759,"title":125,"location":10,"raw_job_location_address_addressLocality":896,"raw_hiringOrganization_logo_url":10,"raw_description":1145},75499,"intern-ms-smith-barney-llc-42",{"id":1761,"slug":1762,"title":61,"location":10,"raw_job_location_address_addressLocality":1763,"raw_hiringOrganization_logo_url":10,"raw_description":1764},75500,"registered-client-service-associate-ms-smith-barney-llc-17","300 Esplanade Dr- CA","Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and\u002For FA\u002FPWA\u002Fteam 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\u002For documents in aa clerical capacity at the direction of the client and\u002For FA\u002FPWA\u002Fteam 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\u002For FA\u002FPWA\u002Fteam Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) Accept or enter unsolicited orders and\u002For enter solicited orders in a clerical capacity at the direction of the FA\u002FPWA\u002Fteam Supporting the FAs \u002F PWAs \u002F teams’ marketing strategy (e.g., website maintenance) Assist FAs \u002F PWAs\u002F 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\u002For 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 \u002F PWAs \u002F 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\u002FPWA Qualifications - External EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience High School Diploma\u002FEquivalency College degree preferred Active Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Two or more years of industry experience preferred Knowledge\u002FSkills 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $34,320.00 and $90,000.00 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1766,"slug":1767,"title":125,"location":10,"raw_job_location_address_addressLocality":912,"raw_hiringOrganization_logo_url":10,"raw_description":1768},75501,"intern-ms-smith-barney-llc-43","Job Description Responsibilities: Gain industry and organizational knowledge through daily business interactions and job assignments. Develop business, financial and analytical skills needed for career in global wealth management and financial services. Provide marketing and sales support to branches and their teams. Perform market research. Gain exposure to wealth management business, products, services and clients financial needs. Requirements: High school diploma required. In pursuit of college degree preferable. At least 18 years of age. Internships are intended to be positions that are for limited duration, with a maximum duration ten months. Strong desire to gain further understanding of the global wealth management business. Effective communication and interpersonal skills (both written and verbal)J Ability to work on a team. Strong analytical skills and ability to interpret. 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1770,"slug":1771,"title":125,"location":10,"raw_job_location_address_addressLocality":1772,"raw_hiringOrganization_logo_url":10,"raw_description":1773},75502,"intern-ms-smith-barney-llc-44","1155 ELM STREET","Job Description Responsibilities: Gain industry and organizational knowledge through daily business interactions and job assignments. Develop business, financial and analytical skills needed for career in global wealth management and financial services. Provide marketing and sales support to branches and their teams. Perform market research. Gain exposure to wealth management business, products, services and clients’ financial needs. Requirements: High school diploma required. In pursuit of college degree preferable. At least 18 years of age. Internships are intended to be positions that are for limited duration, with a maximum duration ten months. Strong desire to gain further understanding of the global wealth management business. Effective communication and interpersonal skills (both written and verbal) Ability to work on a team. Strong analytical skills and ability to interpret. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership\u002Funion status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M\u002FF\u002FDisability\u002FVet). 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1775,"slug":1776,"title":108,"location":10,"raw_job_location_address_addressLocality":1777,"raw_hiringOrganization_logo_url":10,"raw_description":1778},75504,"client-service-associate-ms-smith-barney-llc-31","10 S. Jefferson St- VA","POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate 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 require documentation, processing money movement transactions as an example 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\u002Fmonthly field service professional and\u002For 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\u002For Experience High School Diploma\u002FEquivalency College degree preferred Industry experience is a plus Willingness to obtain Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Knowledge\u002FSkills Strong computer skills and knowledge of Microsoft Office products Exceptional writing, interpersonal and client service skills Detail orientated with superior organizational skills and ability to prioritize tasks 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 Reports to: Business Service Manager 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1780,"slug":1781,"title":1418,"location":10,"raw_job_location_address_addressLocality":1432,"raw_hiringOrganization_logo_url":10,"raw_description":1782},75510,"private-wealth-management-client-service-associate-ms-smith-barney-llc","Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. 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\u002For 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\u002Fmonthly field service professional and\u002For 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\u002For Experience Willingness to obtain Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Two or more years of industry experience preferred High School Diploma\u002FEquivalency College degree preferred Knowledge\u002FSkills 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Salary range for the position: [$35,630 - $85,000] per year. 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\u002FLong Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1784,"slug":1785,"title":9,"location":10,"raw_job_location_address_addressLocality":1786,"raw_hiringOrganization_logo_url":10,"raw_description":743},75521,"client-relationship-analyst-ms-smith-barney-llc-15","MO-573",{"id":1788,"slug":1789,"title":125,"location":10,"raw_job_location_address_addressLocality":762,"raw_hiringOrganization_logo_url":10,"raw_description":1145},75524,"intern-ms-smith-barney-llc-45",{"id":1791,"slug":1792,"title":125,"location":10,"raw_job_location_address_addressLocality":1793,"raw_hiringOrganization_logo_url":10,"raw_description":681},75528,"intern-ms-smith-barney-llc-46","Waterfront Parkway",{"id":1795,"slug":1796,"title":61,"location":10,"raw_job_location_address_addressLocality":762,"raw_hiringOrganization_logo_url":10,"raw_description":1797},75531,"registered-client-service-associate-ms-smith-barney-llc-20","POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: • Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships • Executing money movement transactions at the request of the client and\u002For FA\u002FPWA\u002Fteam • 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\u002For documents in aa clerical capacity at the direction of the client and\u002For FA\u002FPWA\u002Fteam • 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\u002For FA\u002FPWA\u002Fteam • Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) • Accept or enter unsolicited orders and\u002For enter solicited orders in a clerical capacity at the direction of the FA\u002FPWA\u002Fteam • Supporting the FAs \u002F PWAs \u002F teams’ marketing strategy (e.g., website maintenance) • Assist FAs \u002F PWAs\u002F 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\u002For 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 \u002F PWAs \u002F 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience • High School Diploma\u002FEquivalency • College degree preferred • Active Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) • Two or more years of industry experience preferred Knowledge\u002FSkills • 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 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1799,"slug":1800,"title":1801,"location":10,"raw_job_location_address_addressLocality":546,"raw_hiringOrganization_logo_url":10,"raw_description":1802},75361,"investment-consultant-relationship-manager-ms-smith-barney-llc-2","Investment Consultant, Relationship Manager","An Investment Consultant - Relationship Manager on a Financial Advisor team is responsible for the development, maintenance and oversight of relationships with new and existing clients. The Relationship Manager combines personal skills with all the resources of Morgan Stanley Smith Barney for the purpose of helping clients realize their financial goals. In collaboration with the Financial Advisor Team, Relationship Managers are responsible for assessing a client's circumstances and objectives, and based on those, go on to provide individualized, highly strategic Investment consulting. Relationship Managers have access to a full range of wealth building, managing and preserving services throughout the Firm that they will offer to the clients of the Financial Advisor team they join. Responsibilities: • Advise clients in accordance with the Team's agreed upon strategy • Analyze investment opportunities and client needs, and recommend appropriate strategies • Maintain and develop client relationships by developing strategies to meet their financial goals through the use of financial planning and wealth management • Prepare and deliver presentations\u002Fseminars to clients and prospects for business development purposes, as needed • Comply with all industry rules and regulations • Additional tasks as needed Requirements: Minimum Qualifications • Track record of successful work experience for a period of three to five years • Active Series 7, 63 and 65 or Series 7 and 66, or successful completion of Series 7 and Series 66 exams within the time frame provided by applicable company policy • Ability to communicate effectively with co-workers and clients • Excellent written and oral communication skills • A bachelor's degree is preferred with five years of business experience and proven success in a previous career 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1804,"slug":1805,"title":1806,"location":10,"raw_job_location_address_addressLocality":541,"raw_hiringOrganization_logo_url":10,"raw_description":1807},75362,"2027-financial-services-representative-alpharetta-ga-handshake-ms-smith-barney-llc","2027 Financial Services Representative | Alpharetta, GA - Handshake","Are you interested in financial services? Have you always wanted to learn the inner workings of the stock market? Do you get excited about solving problems and having customers compliment your work? Are you goal-driven and competitive? If you answered yes to these questions, you’re the person we want on our Financial Services team! As an unlicensed Financial Services Representative, you would use your amazing customer service skills and knack for problem-solving to engage our clients via incoming calls and answer various questions related to their stock portfolios. To get you started in your career with us, Morgan Stanley will pay for your training to obtain your Series 7 & 63 Licenses. In This Role You Will: Provide excellent customer service by identifying customer needs and determining the best solution for them. Educate customers on Morgan Stanley ’s competitive advantage and identify additional products they would benefit from. Show us your determination to drive sales by engaging customers and identifying new opportunities. Follow processes and manage your time efficiently throughout the day. Continually learn about investments and the financial markets to address the individual client's investment needs . Help the company identify opportunities to keep our clients and do your part to minimize risk, when necessary. Be required to maintain a high level of personal integrity and comply with Morgan Stanley ’s Code of Conduct . You’ll have to sign a statement agreeing to this; it’s important. Connect with other groups to gather info to resolve customer issues (you will never be on your own, we’re a family). Be involved in other projects and tasks (because there may be other things you can help with). A Typical Workday as a Financial Services Representative includes: Fielding inbound customer inquiries to assist customers with account related requests such as money movement, account updates, and trade requests. Following up with customers regarding outstanding account related items. Participating in continuing education and development. Benefits of being a Morgan Stanley Financial Services Representative: Develop a robust understanding of the financial services industry and gain insight into one of the world’s leading financial institutions. Invest in your career with a top tier learning and career development experience combining comprehensive financial product modules and learning courses, as well as on the job learning . Obtain the Series 7 & 63 licenses that will be paid for by Morgan Stanley. Enjoy a hybrid work environment that enables employees to thrive. Competitive base salary and a wide range of additional benefits including: Paid time off Savings programs Health care (medical, dental, vision) Insurance plans Tuition and licensing reimbursement along with student loan refinancing Fitness subsidy 401(k) with competitive firm matching, as well as access to the Morgan Stanley Employee Stock Purchase Program Family building benefit to assist employees with the cost of adoption, surrogacy, and fertility treatments Generous parental leave Commitment to Diversity and Inclusion Employees are encouraged to give back to your community What You Bring to the Table: A bachelor’s degree in Finance , Business Management or Administration, or have an equivalent combination of education, training and experience (1 year of work experience can substitute 1 year of education) You’ve spent at least 2 years working in a customer-facing role MUST be flexible to work a hybrid schedule (3 days a week in office) 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. Even better if you: You've successfully passed the Securities Industry Essentials®(SIE®) Exam Have at least 2 years’ experience working in a call center environment or within a financial institution You can articulate your experience working on a team and in a highly collaborative environment You have previously been in a role where you had to meet sales goals either through full time work or college internships You’re considered a people-person and have extraordinary interpersonal skills, a strong team orientation and resiliency 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1809,"slug":1810,"title":1811,"location":10,"raw_job_location_address_addressLocality":535,"raw_hiringOrganization_logo_url":10,"raw_description":1812},75363,"2027-wealth-management-virtual-engagement-associate-vea-program-tempe-ms-smith-barney-llc","2027 Wealth Management Virtual Engagement Associate (VEA) Program | Tempe","Wealth Management Virtual Engagement Associate (VEA) Program This application is for candidates who are interested in roles with anticipated start dates throughout 2027. Position Overview: The VEA Program is designed to give you firsthand experience working with the top Financial Advisors (FAs) in the industry at a leading global financial institution. In the VEA Program there are several different roles that are designed to support Financial Advisors in areas of business development, including the Client Engagement Associate, Financial Planning Associate, Workplace Engagement Associate, and Wealth Solutions Associate. Upon hire, you will be placed in one of these roles based on your experience, education, credentials, and business needs. The goal of the program is to give you a strong foundation in several systems\u002Ftools, business areas, and skills. The VEA Program is structured as a two-year and three-month commitment (including the licensing and training period) and is designed to build a strong foundation across Wealth Management and client engagement. The length of the program enables you to earn your licenses, be trained in the role, gain additional professional designations, network, and capture valuable experience working with different FAs to understand how they run their practice. The insight you will gain is unique, and if successful, will propel you into a fruitful career at Morgan Stanley. Many successful associates continue their journey beyond the initial program period by gaining experience in new areas, broadening their expertise, and pursuing additional opportunities within the VEA organization. The VEA Program operates in-person, across six office locations: Alpharetta, GA | Chicago, IL | Dallas, TX | New York Metro | Tempe, AZ. This is not a remote position. The Experience You Could Gain: The VEA Program includes a rigorous licensing period, followed by training and assessments designed to prepare you to succeed in the role. Through participation in the VEA Program, you could gain experience in: Partnering with Financial Advisors to understand their business goals and tailor client engagement strategies to support growth. Building and executing digital and targeted client outreach strategies, including social media\u002Fwebsite content and segmented client communication campaigns. Developing structured communication cadences that increase meaningful client touchpoints and deepen relationships over time. Analyzing client relationships and engagement data to identify opportunities and deliver tactical recommendations to enhance the client experience. Supporting workplace engagement initiatives, including communicating the value of a financial advisor partnership to workplace participants. Applying financial planning tools and resources to gather client information, build\u002Fanalyze plans, and communicate results and next steps clearly. Educating clients on Morgan Stanley wealth solutions and supporting end-to-end onboarding to drive adoption of relevant capabilities (e.g., cash management and self-directed solutions). Developing product and solutions fluency across advisory programs and select investment\u002Finsurance solutions, with exposure to complex implementation and client-facing reporting. Creating and presenting business insights (e.g., reports and readouts) for FAs and leadership, and sharing best practices to continuously improve strategy. Benefits You Could Take Advantage Of: Competitive base salary, and a wide range of benefits including paid time off, savings programs, health care, insurance plans, student loan refinancing, fitness subsidy, and more Access to 401(k) offering with competitive Firm matching as well as access to the Morgan Stanley Employee Stock Purchase Program Obtain Series 7 and 63 licenses. Develop a robust understanding of the financial services industry through the lens of one of the world’s leading financial institutions Access an immersive learning experience that incorporates financial product education, platform navigation along with professional development The Skills\u002FExperience\u002FQualifications You’ll Need: We seek motivated candidates from diverse academic backgrounds with a heightened interest in wealth management. Successful candidates have a unique blend of strong interpersonal communication skills, professional presence, numerical aptitude and comfort with data\u002Fmetrics, organizational skills, analytic mindset, and great attention to detail. Specific qualifications include: A bachelor’s degree with a proven track record of academic success. Prior professional experience would be an asset but not required Securities Industry Essentials (SIE) exam completed prior to interviewing for the program, Firm sponsorship of the Series 7 and 63 exams is provided and requires completion within the provided timeframe Strong written and verbal communication, client, and interpersonal skills Demonstrates flexibility and adaptability, with the ability to quickly learn and apply new technologies, processes and tools to meet evolving business needs. Experience in prompt engineering and a strong understanding of AI tools and technologies preferred, as well as hands-on experience in optimizing AI-driven solutions. Extraordinarily high level of motivation and commitment to working hard and staying organized in a competitive, fast-paced environment Ability to balance multiple priorities under pressure and time constraints 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. Successful completion of background check and pre-employment assessments 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between 65,000 and 85,000 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1814,"slug":1815,"title":1816,"location":10,"raw_job_location_address_addressLocality":541,"raw_hiringOrganization_logo_url":10,"raw_description":1817},75365,"2027-financial-services-representative-year-up-returning-interns-ms-smith-barney-llc","2027 Financial Services Representative | Year-Up & Returning Interns","Are you interested in financial services? Have you always wanted to learn the inner workings of the stock market? Do you get excited about solving problems and having customers compliment your work? Are you goal-driven and competitive? If you answered yes to these questions, you’re the person we want on our Financial Services team! As an unlicensed Financial Services Representative, you would use your amazing customer service skills and knack for problem-solving to engage our clients via incoming calls and answer various questions related to their stock portfolios. To get you started in your career with us, Morgan Stanley will pay for your training to obtain your Series 7 & 63 Licenses. In This Role You Will: Provide excellent customer service by identifying customer needs and determining the best solution for them. Educate customers on Morgan Stanley ’s competitive advantage and identify additional products they would benefit from. Show us your determination to drive sales by engaging customers and identifying new opportunities. Follow processes and manage your time efficiently throughout the day. Continually learn about investments and the financial markets to address the individual client's investment needs . Help the company identify opportunities to keep our clients and do your part to minimize risk, when necessary. Be required to maintain a high level of personal integrity and comply with Morgan Stanley ’s Code of Conduct . You’ll have to sign a statement agreeing to this; it’s important. Connect with other groups to gather info to resolve customer issues (you will never be on your own, we’re a family). Be involved in other projects and tasks (because there may be other things you can help with). A Typical Workday as a Financial Services Representative includes: Fielding inbound customer inquiries to assist customers with account related requests such as money movement, account updates, and trade requests. Following up with customers regarding outstanding account related items. Participating in continuing education and development. Benefits of being a Morgan Stanley Financial Services Representative: Develop a robust understanding of the financial services industry and gain insight into one of the world’s leading financial institutions. Invest in your career with a top tier learning and career development experience combining comprehensive financial product modules and learning courses, as well as on the job learning . Obtain the Series 7 & 63 licenses that will be paid for by Morgan Stanley. Enjoy a hybrid work environment that enables employees to thrive. Competitive base salary and a wide range of additional benefits including: Paid time off Savings programs Health care (medical, dental, vision) Insurance plans Tuition and licensing reimbursement along with student loan refinancing Fitness subsidy 401(k) with competitive firm matching, as well as access to the Morgan Stanley Employee Stock Purchase Program Family building benefit to assist employees with the cost of adoption, surrogacy, and fertility treatments Generous parental leave Commitment to Diversity and Inclusion Employees are encouraged to give back to your community What You Bring to the Table: A bachelor’s degree in Finance , Business Management or Administration, or have an equivalent combination of education, training and experience (1 year of work experience can substitute 1 year of education) You’ve spent at least 2 years working in a customer-facing role MUST be flexible to work a hybrid schedule (3 days a week in office) 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. Even better if you: You've successfully passed the Securities Industry Essentials®(SIE®) Exam Have at least 2 years’ experience working in a call center environment or within a financial institution You can articulate your experience working on a team and in a highly collaborative environment You have previously been in a role where you had to meet sales goals either through full time work or college internships You’re considered a people-person and have extraordinary interpersonal skills, a strong team orientation and resiliency 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Salary range for the position: $24.04 an hour. 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\u002FLong Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1819,"slug":1820,"title":1821,"location":10,"raw_job_location_address_addressLocality":567,"raw_hiringOrganization_logo_url":10,"raw_description":1822},75367,"market-risk-and-business-service-officer-ms-smith-barney-llc","Market Risk and Business Service Officer","The Market Risk and Business Service Officer is a Market leader responsible for integrating risk leadership, supervisory execution, and service excellence across the Market. Located onsite within the market, reporting to the Associate Regional Risk and Business Service Officer, the role sets clear expectations for how work is performed in the Market, ensures consistent application of controls and supervisory practices, drives a client-first culture of guardianship and is the single point of contact for escalated Risk and Service matters. This role is a critical “operating executive” for the Market—responsible not only for managing risk and service performance, but also for modernizing how the Market operates. The role actively simplifies workflows, standardizes routines, reduces rework, and improves speed and quality of execution. A key expectation is to identify and implement productivity improvements through technology, including automation and AI-enabled tools (where appropriate and approved), while maintaining strong governance, documentation, and adherence to firm policies and supervisory requirements—aligned to the broader regional modernization and efficiency agenda. Success is measured by strong client outcomes, consistent supervisory execution, reduced incidents and repeat findings, improved audit readiness, and measurable improvements in efficiency, turnaround time, and employee experience. DUTIES AND RESPONSIBILITIES Leadership and Team Management Lead the Market’s integrated risk and service organization; set priorities and deliver consistent outcomes across the Market. Directly lead and develop a team of Risk Officers, Business Service Officers, and Service Managers, reinforcing accountability, coaching, and performance expectations. Establish and maintain a strong culture of client-first service and guardianship; reinforce consistent behaviors and standards. Ensure appropriate supervisory coverage and support effective supervisory planning within the Market; escalate needs and risks appropriately. Modernization and Efficiency (Market Operating Model) Simplify and standardize Market operating routines to reduce friction for field teams and clients (clear roles, consistent workflows, fewer handoffs). Identify and execute opportunities to improve efficiency and quality (e.g., elimination of duplicative steps, improved queue management, automation of repeatable tasks). Support responsible use of AI-enabled capabilities (where appropriate) to improve triage, documentation quality, exception management, and insight generation—ensuring controls, approvals, and governance are followed. Risk, Controls, and Supervisory Execution Oversee execution of supervisory and risk routines (conduct, sales practice, operational and supervisory risk); ensure timely escalation and resolution of issues. Drive strong control discipline and documentation standards; reinforce “audit-ready” practices in day-to-day execution. Partner with the Market Executive to manage and solution escalated risk issues, is a key partner to the Special Investigations Unit (SIU) and HR. Present the status of risk matters to senior Risk Governance committees and senior risk stakeholders. Manage and track against defined budgets (e.g., compensation, T&E) Lead Market readiness for audits\u002Fexams\u002Fbranch reviews; partner with regional and central teams on issue management, remediation, and sustainment. Communication and Partnership Serve as a key partner to Market leadership to align priorities, resolve issues, and continuously improve the client and employee experience. Cascade regional\u002Fnational policy changes, priorities, and best practices; ensure adoption and consistent execution. Build strong relationships with HR and key partners to support talent development, headcount needs, and performance management. Operational Oversight Maintain a disciplined management cadence (metrics, issue logs, operational reviews) to drive performance and continuous improvement. Support approvals and escalations as required; apply sound judgment and ensure appropriate risk and control considerations. EDUCATION, EXPERIENCE, KNOWLEDGE, AND SKILLS Education\u002FExperience Bachelor’s degree or equivalent education\u002Fexperience required; advanced degree preferred. Significant leadership experience in risk, supervision, service, and\u002For business controls within a complex field organization. Licenses\u002FRegistrations Active registrations consistent with senior leadership expectations (e.g., Series 7 and applicable supervisory\u002Fprincipal registrations; Series 63\u002F65\u002F66 as applicable; other licenses as required). Knowledge\u002FSkills Proven ability to lead managers and execute through multiple layers. Strong knowledge of supervisory practices, risk and controls, and regulatory expectations; strong judgment and escalation discipline. Strong change management capability, with demonstrated ability to modernize operating models and improve efficiency using technology (including AI\u002Fautomation where appropriate). Excellent communication and stakeholder management skills; comfort influencing senior partners and leading large, geographically dispersed organizations. Ability to travel within the Region and to corporate offices as needed. REPORTING RELATIONSHIPS Reports to: Associate Regional Risk and Business Service Officer Direct reports: Market Business Service Officers, Business Service Officers, Senior Risk Officers, Risk Officers, Service Managers 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1824,"slug":1825,"title":125,"location":10,"raw_job_location_address_addressLocality":1826,"raw_hiringOrganization_logo_url":10,"raw_description":681},75381,"intern-ms-smith-barney-llc-27","7777 WASHINGTON VILLAGE DR",{"id":1828,"slug":1829,"title":80,"location":10,"raw_job_location_address_addressLocality":584,"raw_hiringOrganization_logo_url":10,"raw_description":1830},75384,"private-wealth-management-group-director-ms-smith-barney-llc","POSITION SUMMARY Group Directors provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F teams on a daily basis. The Group Director is a senior service level position for a Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F teams who is responsible for helping to shape the vision of client service model and business management by defining clear roles and responsibilities for each team member and by overseeing daily business operations. This industry professional leads the development, implementation, and management of all elements of the team’s client service model. DUTIES and RESPONSIBILITIES: • Cultivating relationships with business partners and colleagues internally and externally • Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships through an exceptional client experience • Plays a leadership role in assisting the FA\u002FPWA\u002Fteam in developing and delivering against their client service model, including preparing for regular meetings as well as tracking follow-ups • At the direction of the client and\u002For FA\u002FPWA\u002Fteam, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients • At the request of FA\u002FPWA\u002Fteam, participating in existing client and\u002For prospective client meetings, representing the service lens • Focusing with the FA\u002FPWA\u002Fteam and other business partners to optimize business practice efficiencies • Oversee team Support Professionals to ensure alignment on team priorities and business goals • Serve as a coordinator for business matters related to the team, ensuring that they are directed to the appropriate contact, addressed properly, efficiently and judiciously, and track progress until resolved • Works in conjunction with the Business Service Officer (BSO) to oversee such team responsibilities as interviewing Support Professional candidates for hire, training team members and offering input on staff performance • Oversees the development and implementation of strategies to execute Financial Advisor \u002F Private Wealth Advisor business plans, which may include performance tracking and managing the support staff’s monthly compensation • Works with the Market Business Service Officer and\u002For the Business Service Officer to promote and execute firm initiatives, projects, and remediations with team members • Manage team client communications strategy EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience • 10+ years of work experience in a field relevant to the position required • Advanced degree or professional certification or industry experience required • Active Series 7 (GS) and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) required • Willingness to obtain additional licenses and\u002For designations as required Knowledge\u002FSkills: • 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 and\u002For Market 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1832,"slug":1833,"title":9,"location":10,"raw_job_location_address_addressLocality":589,"raw_hiringOrganization_logo_url":10,"raw_description":1834},75389,"client-relationship-analyst-ms-smith-barney-llc-12","POSITION SUMMARY Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and\u002For FA\u002FPWA 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\u002For documents in aa clerical capacity at the direction of the client and\u002For FA\u002FPWA Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) Assist Fas\u002FPWAs\u002Fteams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems Assist with data entry for key client needs such as new account opening and financial planning at the direction of the Fas\u002FPWAs\u002Fteams Supporting the Fas \u002F PWAs \u002F teams’ marketing strategy (e.g., website maintenance) Assist Fas \u002F PWAs\u002F 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\u002For other duties directed by local management ADMINISTRATIVE SUPPORT: Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with Fas\u002FPWAs\u002Fteams 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience High School Diploma\u002FEquivalency College degree preferred Industry experience is a plus Willingness to obtain Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Knowledge\u002FSkills 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 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Salary range for the position: $35,360 - $90,000 \u002F 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 10 Vacation Days annually), 10 Paid Holidays, 401(k), and Short\u002FLong 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1836,"slug":1837,"title":125,"location":10,"raw_job_location_address_addressLocality":1705,"raw_hiringOrganization_logo_url":10,"raw_description":905},75390,"intern-ms-smith-barney-llc-30",{"id":1839,"slug":1840,"title":9,"location":10,"raw_job_location_address_addressLocality":589,"raw_hiringOrganization_logo_url":10,"raw_description":1841},75392,"client-relationship-analyst-ms-smith-barney-llc-13","POSITION SUMMARY Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and\u002For FA\u002FPWA 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\u002For documents in aa clerical capacity at the direction of the client and\u002For FA\u002FPWA Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) Assist Fas\u002FPWAs\u002Fteams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems Assist with data entry for key client needs such as new account opening and financial planning at the direction of the Fas\u002FPWAs\u002Fteams Supporting the Fas \u002F PWAs \u002F teams’ marketing strategy (e.g., website maintenance) Assist Fas \u002F PWAs\u002F 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\u002For other duties directed by local management ADMINISTRATIVE SUPPORT: Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with Fas\u002FPWAs\u002Fteams 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience High School Diploma\u002FEquivalency College degree preferred Industry experience is a plus Willingness to obtain Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Knowledge\u002FSkills 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 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Salary range for the position: $34,320 - $90,000\u002FYr. 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 X Vacation Days annually), 10 Paid Holidays, 401(k), and Short\u002FLong Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1843,"slug":1844,"title":1845,"location":10,"raw_job_location_address_addressLocality":630,"raw_hiringOrganization_logo_url":10,"raw_description":1846},75401,"2027-financial-services-representative-gilbert-az-handshake-ms-smith-barney-llc","2027 Financial Services Representative | Gilbert, AZ - Handshake","Are you interested in financial services? Have you always wanted to learn the inner workings of the stock market? Do you get excited about solving problems and having customers compliment your work? Are you goal-driven and competitive? If you answered yes to these questions, you’re the person we want on our Financial Services team! As an unlicensed Financial Services Representative, you would use your amazing customer service skills and knack for problem-solving to engage our clients via incoming calls and answer various questions related to their stock portfolios. To get you started in your career with us, Morgan Stanley will pay for your training to obtain your Series 7 & 63 Licenses. In This Role You Will: Provide excellent customer service by identifying customer needs and determining the best solution for them. Educate customers on Morgan Stanley ’s competitive advantage and identify additional products they would benefit from. Show us your determination to drive sales by engaging customers and identifying new opportunities. Follow processes and manage your time efficiently throughout the day. Continually learn about investments and the financial markets to address the individual client's investment needs . Help the company identify opportunities to keep our clients and do your part to minimize risk, when necessary. Be required to maintain a high level of personal integrity and comply with Morgan Stanley ’s Code of Conduct . You’ll have to sign a statement agreeing to this; it’s important. Connect with other groups to gather info to resolve customer issues (you will never be on your own, we’re a family). Be involved in other projects and tasks (because there may be other things you can help with). A Typical Workday as a Financial Services Representative includes: Fielding inbound customer inquiries to assist customers with account related requests such as money movement, account updates, and trade requests. Following up with customers regarding outstanding account related items. Participating in continuing education and development. Benefits of being a Morgan Stanley Financial Services Representative: Develop a robust understanding of the financial services industry and gain insight into one of the world’s leading financial institutions. Invest in your career with a top tier learning and career development experience combining comprehensive financial product modules and learning courses, as well as on the job learning . Obtain the Series 7 & 63 licenses that will be paid for by Morgan Stanley. Enjoy a hybrid work environment that enables employees to thrive. Competitive base salary and a wide range of additional benefits including: Paid time off Savings programs Health care (medical, dental, vision) Insurance plans Tuition and licensing reimbursement along with student loan refinancing Fitness subsidy 401(k) with competitive firm matching, as well as access to the Morgan Stanley Employee Stock Purchase Program Family building benefit to assist employees with the cost of adoption, surrogacy, and fertility treatments Generous parental leave Commitment to Diversity and Inclusion Employees are encouraged to give back to your community What You Bring to the Table: A bachelor’s degree in Finance , Business Management or Administration, or have an equivalent combination of education, training and experience (1 year of work experience can substitute 1 year of education) You’ve spent at least 2 years working in a customer-facing role MUST be flexible to work a hybrid schedule (3 days a week in office) Even better if you: Have at least 2 years’ experience working in a call center environment or within a financial institution You can articulate your experience working on a team and in a highly collaborative environment You have previously been in a role where you had to meet sales goals either through full time work or college internships You’re considered a people-person and have extraordinary interpersonal skills, a strong team orientation and resiliency 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1848,"slug":1849,"title":61,"location":10,"raw_job_location_address_addressLocality":819,"raw_hiringOrganization_logo_url":10,"raw_description":1850},75409,"registered-client-service-associate-ms-smith-barney-llc-14","Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and\u002For FA\u002FPWA 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\u002For documents in a clerical capacity at the direction of the client and\u002For FA\u002FPWA Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) Supporting the FAs\u002FPWAs\u002Fteams’ marketing strategy (e.g., website maintenance) Assist FAs\u002FPWAs\u002Fteams 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\u002For other duties directed by local management ADMINISTRATIVE SUPPORT: Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs\u002FPWAs\u002Fteams 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: High School Diploma\u002FEquivalency College degree preferred Industry experience is a plus Willingness to obtain Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Knowledge\u002FSkills 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 multi-task 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $16 and $40.87 per hour 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1852,"slug":1853,"title":108,"location":10,"raw_job_location_address_addressLocality":634,"raw_hiringOrganization_logo_url":10,"raw_description":902},75421,"client-service-associate-ms-smith-barney-llc-29",{"id":1855,"slug":1856,"title":1857,"location":10,"raw_job_location_address_addressLocality":1858,"raw_hiringOrganization_logo_url":10,"raw_description":1859},75423,"digital-direct-margins-operations-associate-ms-smith-barney-llc","Digital Direct Margins Operations- Associate","Jersey City NJ Plaza 2","Company Profile Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Department Profile Operations is one of the largest divisions in the firm and has diverse responsibilities, including correctly settling and recording millions of transactions per day, identifying and mitigating all operational risks, developing strong client relationships and partnering with technology to realize the full potential of IT and e-solutions. Throughout, the Operations department continually seeks ways to improve while actively supporting the development of new businesses, structures and markets. Responsibilities - Initiate, review, and manage exceptions to the firm's current margin policy - Perform daily margin processes: managing margin calls and monitoring accounts for accuracy and sufficient collateral - Review asset transfers (funds and securities) - Strong understanding of REG-T Margin guidelines, Day-Trade rules and complex option strategies - Take-action on at-risk accounts for adherence to the firm's policy, market conditions, or individual account behavior - Support customer service in identifying, managing, and resolving client margin issues via email, phone, or instant-message responses - Assess risk and apply closing transactions in high-pressure and fast-moving market conditions - Escalate risk related issues to various leaders in all lines of business - Participate in cross-functional initiatives aimed at formulating policy and improving systems used to manage risk and execute client orders - Provide regular reporting to direct management - Contribute positively to the client experience by developing and sharing operational process enhancement ideas to the broader organization Qualifications - A Bachelor's Degree in Business or a Finance related field - Ability to clearly articulate complex ideas to any audience within the organization - Willingness and desire to learn new skills related to all aspects of brokerage operations - Detail-oriented and have a proactive approach to identifying risk and effecting change - 2+ years of work experience in the broker-dealer space, preferably in Margin Operations or Equity\u002FOptions Trading - Strong understanding of margin balances and buying power across multiple products (REG-T, REG-U, Options and Portfolio Margin) - Working regulatory knowledge of FINRA 4210, Federal Regulation T, U, Portfolio Margin and Pattern Day-Trading. - Solid understanding of trading strategies, and current financial market conditions - Knowledge of financial markets, derivatives, and margin (Regulation T) - Knowledge of Excel and other Microsoft Office products in addition to systems such as Tableau, Bloomberg, etc. - Willingness to learn new processes\u002Fsystems Role is Hybrid and will require in office attendance 3 days\u002Fweek. 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Salary range for the position: $65,000 and $102,500 per year. 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\u002FLong Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1861,"slug":1862,"title":108,"location":10,"raw_job_location_address_addressLocality":1863,"raw_hiringOrganization_logo_url":10,"raw_description":910},75428,"client-service-associate-ms-smith-barney-llc-30","Latham NY 1212",{"id":1865,"slug":1866,"title":125,"location":10,"raw_job_location_address_addressLocality":644,"raw_hiringOrganization_logo_url":10,"raw_description":645},75435,"intern-ms-smith-barney-llc-33",{"id":1868,"slug":1869,"title":125,"location":10,"raw_job_location_address_addressLocality":1870,"raw_hiringOrganization_logo_url":10,"raw_description":614},75436,"intern-ms-smith-barney-llc-34","58 SOUTH SERVICE ROAD",{"id":1872,"slug":1873,"title":125,"location":10,"raw_job_location_address_addressLocality":866,"raw_hiringOrganization_logo_url":10,"raw_description":1874},75438,"intern-ms-smith-barney-llc-35","Responsibilities: Gain industry and organizational knowledge through daily business interactions and job assignments. Develop business, financial and analytical skills needed for career in global wealth management and financial services. Provide marketing and sales support to branches and their teams. Perform market research. Gain exposure to wealth management business, products, services and clients’ financial needs. Requirements: High school diploma required. In pursuit of college degree preferable. At least 18 years of age. Internships are intended to be positions that are for limited duration, with a maximum duration ten months. Strong desire to gain further understanding of the global wealth management business. Effective communication and interpersonal skills (both written and verbal) Ability to work on a team. Strong analytical skills and ability to interpret. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership\u002Funion status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M\u002FF\u002FDisability\u002FVet). 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $15.00 and $15.00 per hour 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1876,"slug":1877,"title":1878,"location":10,"raw_job_location_address_addressLocality":1879,"raw_hiringOrganization_logo_url":10,"raw_description":1880},75440,"private-wealth-management-wealth-management-associate-ms-smith-barney-llc","Private Wealth Management, Wealth Management Associate","Menlo Park 2725","The Wealth Management Associate is often the first point of contact with clients on a broad array of services related to account servicing, financial plans and investment portfolios. Under the direction of the Financial Advisor \u002F Private Wealth Advisor, this industry professional combines relationship management with marketing skills, and product knowledge to cultivate longstanding relationships with clients. This self-starter must be able to work across the team and across the firm to respond quickly and accurately to client questions and concerns. The Wealth Management Associate is an integral member of the advisory team and is responsible for delivering a consistent, positive client experience to help ensure all commitments are completed and delivered in a timely manner. DUTIES and RESPONSIBILITIES: Client Support: Establishes and cultivates trusting relationships with new and existing clients, proactively helping them understand their investments and planning strategies, often with guidance and input from team members Assists Financial Advisors \u002F Private Wealth Advisors in the development and delivery of financial and investment strategies that aim to address each client’s specific goals and concerns Leads a team-wide effort to organize, streamline and enhance a client experience that emphasizes value, service and attention to detail Thoroughly understands and utilizes the firm’s financial planning tools to analyze complex financial information and lead presentations in partnership with the Financial Advisors \u002F Private Wealth Advisors Prepares performance reports and other data for clients that may involve evaluating account performance, analyzing investment portfolio holdings and generating quarterly investment performance monitors Provides ongoing support in educating clients about specific products and services offered at the firm Develops presentation materials and proposals to assist Financial Advisors in cultivating new business opportunities May participate in or conduct client meetings with or on behalf of the Financial Advisors \u002F Private Wealth Advisors Works with clients on the execution of orders in Brokerage and Advisory accounts Assists clients with market and stock research Designs and produces strategy reports and other types of communications for Financial Advisor \u002F Private Wealth Advisor to use with clients and prospects as part of the overall marketing initiative Conducts quarterly\u002Fannual business performance reviews in partnership with the Financial Advisor \u002F Private Wealth Advisor Manages events, webinars and seminars by organizing, marketing and setting up the venue in collaboration with the Financial Advisor \u002F Private Wealth Advisor Business Development & Operational Support: Develops customized presentation materials and manages performance measurements on existing accounts to market and attract new clients Collaborates with the Financial Advisor \u002F Private Wealth Advisor to develop an overall business plan and marketing strategy that may include targeted events and customized seminars Develops, implements and communicates enhanced service protocols and new procedures, products and portfolio enhancements to existing clients Identifies and implements practice management opportunities by interfacing with various departments across the firm Coordinates enrollment campaigns\u002Fmeetings for existing clients Assigns work to team’s Client Service Associate as appropriate Cultivates and develops relationships with business partners internally and externally Provides tailored recommendations to the Financial Advisor \u002F Private Wealth Advisor about specific client situations and opportunities to consider Proactively participates in firm initiatives directed by local management EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience 5+ years of work experience in a field relevant to the position required Four-year college degree or professional certification preferred Active SIE, Series 7 and 66 (or 63 and 65) licenses Additional product licenses may be required Knowledge\u002FSkills Enjoys working with people and problem solving Effective written and verbal communication skills Knowledge of financial industry and investment products preferred Strong understanding of applicable compliance rules, regulations and firm policies Able to work independently and effectively on a team Demonstrates leadership skills Strong computer skills, including knowledge of Microsoft Office (Word, Excel and PowerPoint) Detail-oriented with superior organizational skills and ability to prioritize tasks Ability and interest in working in a fast-paced, evolving environment Reports to: Business Service Manager 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $75,000 and $125,000 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1882,"slug":1883,"title":982,"location":10,"raw_job_location_address_addressLocality":869,"raw_hiringOrganization_logo_url":10,"raw_description":1884},75442,"group-director-ms-smith-barney-llc","Job Description POSITION SUMMARY Group Directors provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F teams on a daily basis. The Group Director is a senior service level position for a Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F teams who is responsible for helping to shape the vision of client service model and business management by defining clear roles and responsibilities for each team member and by overseeing daily business operations. This industry professional leads the development, implementation, and management of all elements of the team’s client service model. DUTIES and RESPONSIBILITIES: Cultivating relationships with business partners and colleagues internally and externally Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships through an exceptional client experience Plays a leadership role in assisting the FA\u002FPWA\u002Fteam in developing and delivering against their client service model, including preparing for regular meetings as well as tracking follow-ups At the direction of the client and\u002For FA\u002FPWA\u002Fteam, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients At the request of FA\u002FPWA\u002Fteam, participating in existing client and\u002For prospective client meetings, representing the service lens Focusing with the FA\u002FPWA\u002Fteam and other business partners to optimize business practice efficiencies Oversee team Support Professionals to ensure alignment on team priorities and business goals Serve as a coordinator for business matters related to the team, ensuring that they are directed to the appropriate contact, addressed properly, efficiently and judiciously, and track progress until resolved Works in conjunction with the Business Service Officer (BSO) to oversee such team responsibilities as interviewing Support Professional candidates for hire, training team members and offering input on staff performance Oversees the development and implementation of strategies to execute Financial Advisor \u002F Private Wealth Advisor business plans, which may include performance tracking and managing the support staff’s monthly compensation Works with the Market Business Service Officer and\u002For the Business Service Officer to promote and execute firm initiatives, projects, and remediations with team members Manage team client communications strategy EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience 10+ years of work experience in a field relevant to the position required Advanced degree or professional certification or industry experience required Active Series 7 (GS) and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) required Willingness to obtain additional licenses and\u002For designations as required Knowledge\u002FSkills 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 and\u002For Market 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Salary range for the position: $75,000 and $125,000 per year. 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 X Vacation Days annually), 10 Paid Holidays, 401(k), and Short\u002FLong Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1886,"slug":1887,"title":125,"location":10,"raw_job_location_address_addressLocality":1888,"raw_hiringOrganization_logo_url":10,"raw_description":1889},75444,"intern-ms-smith-barney-llc-37","330 Fellowship Road- NJ","Responsibilities Gain industry and organizational knowledge through daily business interactions and job assignments. Develop business, financial and analytical skills needed for career in global wealth management and financial services. Provide marketing and sales support to branches and their teams. Perform market research. Gain exposure to wealth management business, products, services and clients’ financial needs. Requirements High school diploma required. In pursuit of college degree preferable. At least 18 years of age. Internships are intended to be positions that are for limited duration, with a maximum duration ten months. Strong desire to gain further understanding of the global wealth management business. Effective communication and interpersonal skills (both written and verbal) Ability to work on a team. Strong analytical skills and ability to interpret. 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Salary range for the position: $15.92 and $15.92 per hour. 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 10 Vacation Days annually), 10 Paid Holidays, 401(k), and Short\u002FLong Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1891,"slug":1892,"title":61,"location":10,"raw_job_location_address_addressLocality":869,"raw_hiringOrganization_logo_url":10,"raw_description":1893},75445,"registered-client-service-associate-ms-smith-barney-llc-15","POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: • Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships • Executing money movement transactions at the request of the client and\u002For FA\u002FPWA\u002Fteam • 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\u002For documents in aa clerical capacity at the direction of the client and\u002For FA\u002FPWA\u002Fteam • 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\u002For FA\u002FPWA\u002Fteam • Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) • Accept or enter unsolicited orders and\u002For enter solicited orders in a clerical capacity at the direction of the FA\u002FPWA\u002Fteam • Supporting the FAs \u002F PWAs \u002F teams’ marketing strategy (e.g., website maintenance) • Assist FAs \u002F PWAs\u002F 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\u002For 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 \u002F PWAs \u002F 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience • High School Diploma\u002FEquivalency • College degree preferred • Active Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) • Two or more years of industry experience preferred Knowledge\u002FSkills • 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Salary range for the position: $32,219 and $90,000 per year. 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 X Vacation Days annually), 10 Paid Holidays, 401(k), and Short\u002FLong Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1895,"slug":1896,"title":803,"location":10,"raw_job_location_address_addressLocality":869,"raw_hiringOrganization_logo_url":10,"raw_description":1897},75448,"registered-client-relationship-analyst-ms-smith-barney-llc-8","POSITION SUMMARY Registered Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: • Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships • Executing money movement transactions at the request of the client and\u002For FA\u002FPWA\u002Fteam • 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\u002For documents in a clerical capacity at the direction of the client and\u002For FA\u002FPWA\u002Fteam • 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\u002For FA\u002FPWA\u002Fteam • Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) • Accept or enter unsolicited orders and\u002For enter solicited orders in a clerical capacity at the direction of the FA\u002FPWA\u002Fteam • Assists Financial Advisor(s) \u002F team in delivering against their business plan and client service model • Supporting the Financial Advisor\u002F team marketing strategy (e.g, website maintenance) • Assist FAs\u002FPWAs\u002Fteams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems • Assist with data entry for key client needs such as new account opening and financial planning at the direction of the FAs\u002FPWAs\u002Fteams • Remaining current on all policies, procedures and new platforms • Participating in firm initiatives (e.g., training or education programs), special projects and\u002For 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 Financial Advisor \u002F 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience • High School Diploma\u002FEquivalency • College degree preferred • Active Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) • Two or more years of industry experience preferred Knowledge\u002FSkills • 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Salary range for the position: $33,113 and $90,000 per year. 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 X Vacation Days annually), 10 Paid Holidays, 401(k), and Short\u002FLong Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1899,"slug":1900,"title":306,"location":10,"raw_job_location_address_addressLocality":869,"raw_hiringOrganization_logo_url":10,"raw_description":1901},75449,"wealth-management-associate-ms-smith-barney-llc-10","Job Description POSITION SUMMARY: Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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)\u002F Private Wealth Advisor(s) (PWAs)\u002F teams, this role will focus on assisting in areas such as digital marketing, portfolio holdings and\u002For proposal tools and financial planning. DUTIES and RESPONSIBILITIES: Client Support: As a senior member of the service team, provide coverage for an FA\u002FPWA\u002Fteam including: Cultivating relationships with business partners and colleagues internally and externally Supporting the FA\u002FPWA\u002Fteam in enhancing new and existing client relationships by providing an exceptional client experience Assisting the FA\u002FPWA\u002Fteam 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\u002Fas needed Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and\u002For FA\u002FPWA\u002Fteam, 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\u002For 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\u002FPWA\u002Fteam 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\u002FPWA\u002Fteam, 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\u002For FA\u002FPWA\u002Fteam, 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\u002For FA\u002FPWA\u002Fteam, assisting with research using firm-approved systems Qualifications EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience At the request of FA\u002FPWA\u002Fteam, participating in existing client and\u002For prospective client meetings, representing the service lens Participating in firm initiatives (e.g., training or education programs), special projects and\u002For other duties directed by local management Knowledge\u002FSkills 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 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Salary range for the position: $33,113 and $90,000 per year. 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 X Vacation Days annually), 10 Paid Holidays, 401(k), and Short\u002FLong Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1903,"slug":1904,"title":61,"location":10,"raw_job_location_address_addressLocality":1888,"raw_hiringOrganization_logo_url":10,"raw_description":1905},75450,"registered-client-service-associate-ms-smith-barney-llc-16","POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: • Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships • Executing money movement transactions at the request of the client and\u002For FA\u002FPWA\u002Fteam • 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\u002For documents in aa clerical capacity at the direction of the client and\u002For FA\u002FPWA\u002Fteam • 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\u002For FA\u002FPWA\u002Fteam • Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) • Accept or enter unsolicited orders and\u002For enter solicited orders in a clerical capacity at the direction of the FA\u002FPWA\u002Fteam • Supporting the FAs \u002F PWAs \u002F teams’ marketing strategy (e.g., website maintenance) • Assist FAs \u002F PWAs\u002F 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\u002For 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 \u002F PWAs \u002F 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience • High School Diploma\u002FEquivalency • College degree preferred • Active Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) • Two or more years of industry experience preferred Knowledge\u002FSkills • 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 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Salary range for the position: $31,200 and $90,000 per year. 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 X Vacation Days annually), 10 Paid Holidays, 401(k), and Short\u002FLong Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1907,"slug":1908,"title":1909,"location":10,"raw_job_location_address_addressLocality":661,"raw_hiringOrganization_logo_url":10,"raw_description":1910},75473,"client-service-associate-bilingual-englishportuguese-ms-smith-barney-llc","Client Service Associate (Bilingual English\u002FPortuguese)","Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and\u002For FA\u002FPWA 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\u002For documents in a clerical capacity at the direction of the client and\u002For FA\u002FPWA Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) Supporting the FAs\u002FPWAs\u002Fteams’ marketing strategy (e.g., website maintenance) Assist FAs\u002FPWAs\u002Fteams 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\u002For other duties directed by local management ADMINISTRATIVE SUPPORT: Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs\u002FPWAs\u002Fteams 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience High School Diploma\u002FEquivalency College degree preferred Industry experience is a plus Willingness to obtain Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Knowledge\u002FSkills 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 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1912,"slug":1913,"title":1680,"location":10,"raw_job_location_address_addressLocality":680,"raw_hiringOrganization_logo_url":10,"raw_description":1914},75498,"private-wealth-management-analyst-ms-smith-barney-llc","POSITION SUMMARY Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F teams on a daily basis. As a key member of the service team, in supporting Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F teams, this role will focus on assisting in areas such as digital marketing, portfolio holdings and\u002For proposal tools, financial planning, reporting and analysis. DUTIES and RESPONSIBILITIES: Client Service: As a key member of the service team, provide coverage for an FA\u002FPWA\u002Fteam including: • Assisting the FA\u002FPWA\u002Fteam in delivering against their client service model, including preparing for regular meetings and tracking follow-ups • Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and\u002For FA\u002FPWA\u002Fteam, such as executing money movement transactions, answering general non-investment related questions concerning client accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and\u002For entering solicited orders in a clerical capacity • Remaining current on all policies, procedures and new platforms Business Development Support: • Assisting the FA\u002FPWA\u002Fteam 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\u002FPWA\u002Fteam, 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\u002For FA\u002FPWA\u002Fteam, 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\u002For FA\u002FPWA\u002Fteam, assisting with research using firm-approved systems • At the request of FA\u002FPWA\u002Fteam, participating in existing client and\u002For prospective client meetings, representing the service lens • Participating in firm initiatives (e.g., training or education programs), special projects and\u002For other duties directed by local management EDUCATION, EXPERIENCE, KNOWLEDGE and SKILLS: Education and\u002For Experience • 2+ 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\u002FRA) or Series 63 (AG) and Series 65 (RA) required • Additional product licenses may be required Knowledge\u002FSkills • 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1916,"slug":1917,"title":61,"location":10,"raw_job_location_address_addressLocality":695,"raw_hiringOrganization_logo_url":10,"raw_description":1905},75503,"registered-client-service-associate-ms-smith-barney-llc-18",{"id":1919,"slug":1920,"title":108,"location":10,"raw_job_location_address_addressLocality":968,"raw_hiringOrganization_logo_url":10,"raw_description":1921},75505,"client-service-associate-ms-smith-barney-llc-32","Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA\u002FPWA\u002Fteam including: Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and\u002For FA\u002FPWA 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\u002For documents in a clerical capacity at the direction of the client and\u002For FA\u002FPWA Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) Supporting the FAs\u002FPWAs\u002Fteams’ marketing strategy (e.g., website maintenance) Assist FAs\u002FPWAs\u002Fteams 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\u002For other duties directed by local management ADMINISTRATIVE SUPPORT: Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs\u002FPWAs\u002Fteams 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience High School Diploma\u002FEquivalency College degree preferred Industry experience is a plus Willingness to obtain Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) Knowledge\u002FSkills 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 multi-task 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Expected base pay rates for the role will be between $34,320.00 and $90,000.00 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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1923,"slug":1924,"title":1821,"location":10,"raw_job_location_address_addressLocality":1925,"raw_hiringOrganization_logo_url":10,"raw_description":1926},75508,"market-risk-and-business-service-officer-ms-smith-barney-llc-2","14850 North Scottsdale Road - AZ","POSITION SUMMARY The Market Risk and Business Service Officer is a Market leader responsible for integrating risk leadership, supervisory execution, and service excellence across the Market. Located onsite within the market, reporting to the Associate Regional Risk and Business Service Officer, the role sets clear expectations for how work is performed in the Market, ensures consistent application of controls and supervisory practices, drives a client-first culture of guardianship and is the single point of contact for escalated Risk and Service matters. This role is a critical “operating executive” for the Market—responsible not only for managing risk and service performance, but also for modernizing how the Market operates. The role actively simplifies workflows, standardizes routines, reduces rework, and improves speed and quality of execution. A key expectation is to identify and implement productivity improvements through technology, including automation and AI-enabled tools (where appropriate and approved), while maintaining strong governance, documentation, and adherence to firm policies and supervisory requirements—aligned to the broader regional modernization and efficiency agenda. Success is measured by strong client outcomes, consistent supervisory execution, reduced incidents and repeat findings, improved audit readiness, and measurable improvements in efficiency, turnaround time, and employee experience. DUTIES AND RESPONSIBILITIES Leadership and Team Management Lead the Market’s integrated risk and service organization; set priorities and deliver consistent outcomes across the Market. Directly lead and develop a team of Risk Officers, Business Service Officers, and Service Managers, reinforcing accountability, coaching, and performance expectations. Establish and maintain a strong culture of client-first service and guardianship; reinforce consistent behaviors and standards. Ensure appropriate supervisory coverage and support effective supervisory planning within the Market; escalate needs and risks appropriately. Modernization and Efficiency (Market Operating Model) Simplify and standardize Market operating routines to reduce friction for field teams and clients (clear roles, consistent workflows, fewer handoffs). Identify and execute opportunities to improve efficiency and quality (e.g., elimination of duplicative steps, improved queue management, automation of repeatable tasks). Support responsible use of AI-enabled capabilities (where appropriate) to improve triage, documentation quality, exception management, and insight generation—ensuring controls, approvals, and governance are followed. Risk, Controls, and Supervisory Execution Oversee execution of supervisory and risk routines (conduct, sales practice, operational and supervisory risk); ensure timely escalation and resolution of issues. Drive strong control discipline and documentation standards; reinforce “audit-ready” practices in day-to-day execution. Partner with the Market Executive to manage and solution escalated risk issues, is a key partner to the Special Investigations Unit (SIU) and HR. Present the status of risk matters to senior Risk Governance committees and senior risk stakeholders. Manage and track against defined budgets (e.g., compensation, T&E) Lead Market readiness for audits\u002Fexams\u002Fbranch reviews; partner with regional and central teams on issue management, remediation, and sustainment. Communication and Partnership Serve as a key partner to Market leadership to align priorities, resolve issues, and continuously improve the client and employee experience. Cascade regional\u002Fnational policy changes, priorities, and best practices; ensure adoption and consistent execution. Build strong relationships with HR and key partners to support talent development, headcount needs, and performance management. Operational Oversight Maintain a disciplined management cadence (metrics, issue logs, operational reviews) to drive performance and continuous improvement. Support approvals and escalations as required; apply sound judgment and ensure appropriate risk and control considerations. EDUCATION, EXPERIENCE, KNOWLEDGE, AND SKILLS Education\u002FExperience Bachelor’s degree or equivalent education\u002Fexperience required; advanced degree preferred. Significant leadership experience in risk, supervision, service, and\u002For business controls within a complex field organization. Licenses\u002FRegistrations Active registrations consistent with senior leadership expectations (e.g., Series 7 and applicable supervisory\u002Fprincipal registrations; Series 63\u002F65\u002F66 as applicable; other licenses as required). Knowledge\u002FSkills Proven ability to lead managers and execute through multiple layers. Strong knowledge of supervisory practices, risk and controls, and regulatory expectations; strong judgment and escalation discipline. Strong change management capability, with demonstrated ability to modernize operating models and improve efficiency using technology (including AI\u002Fautomation where appropriate). Excellent communication and stakeholder management skills; comfort influencing senior partners and leading large, geographically dispersed organizations. Ability to travel within the Region and to corporate offices as needed. REPORTING RELATIONSHIPS Reports to: Associate Regional Risk and Business Service Officer Direct reports: Market Business Service Officers, Business Service Officers, Senior Risk Officers, Risk Officers, Service Managers 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1928,"slug":1929,"title":803,"location":10,"raw_job_location_address_addressLocality":720,"raw_hiringOrganization_logo_url":10,"raw_description":1897},75513,"registered-client-relationship-analyst-ms-smith-barney-llc-9",{"id":1931,"slug":1932,"title":61,"location":10,"raw_job_location_address_addressLocality":720,"raw_hiringOrganization_logo_url":10,"raw_description":1933},75515,"registered-client-service-associate-ms-smith-barney-llc-19","Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F 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. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT: Provide service coverage for a FA\u002FPWA\u002Fteam including: • Supporting the FA\u002FPWA\u002Fteam in cultivating and enhancing new and existing client relationships • Executing money movement transactions at the request of the client and\u002For FA\u002FPWA\u002Fteam • 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\u002For documents in aa clerical capacity at the direction of the client and\u002For FA\u002FPWA\u002Fteam • 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\u002For FA\u002FPWA\u002Fteam • Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) • Accept or enter unsolicited orders and\u002For enter solicited orders in a clerical capacity at the direction of the FA\u002FPWA\u002Fteam • Supporting the FAs \u002F PWAs \u002F teams’ marketing strategy (e.g., website maintenance) • Assist FAs \u002F PWAs\u002F 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\u002For 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 \u002F PWAs \u002F 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\u002FPWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience • High School Diploma\u002FEquivalency • College degree preferred • Active Series 7 (GS), and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) • Two or more years of industry experience preferred Knowledge\u002FSkills • 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Salary range for the position: $32,219 and $90,000 per year. 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 10 Vacation Days annually), 10 Paid Holidays, 401(k), and Short\u002FLong Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1935,"slug":1936,"title":306,"location":10,"raw_job_location_address_addressLocality":720,"raw_hiringOrganization_logo_url":10,"raw_description":1901},75516,"wealth-management-associate-ms-smith-barney-llc-11",{"id":1938,"slug":1939,"title":306,"location":10,"raw_job_location_address_addressLocality":724,"raw_hiringOrganization_logo_url":10,"raw_description":1295},75522,"wealth-management-associate-ms-smith-barney-llc-12",{"id":1941,"slug":1942,"title":108,"location":10,"raw_job_location_address_addressLocality":724,"raw_hiringOrganization_logo_url":10,"raw_description":1850},75523,"client-service-associate-ms-smith-barney-llc-33",{"id":1944,"slug":1945,"title":1946,"location":10,"raw_job_location_address_addressLocality":1947,"raw_hiringOrganization_logo_url":10,"raw_description":1948},75525,"investment-consultant-ms-smith-barney-llc","Investment Consultant","1701 SE Columbia River Dr- WA","The Investment Consultant - Relationship Manager on a FA team is responsible for the development, maintenance, and oversight of relationships with new and existing clients. The Relationship Manager combines personal skills with all the resources of Morgan Stanley Smith Barney for the purpose of helping clients realize their financial goals. In collaboration with the Financial Advisor Team, Relationship Managers are responsible for assessing a client's circumstances and objectives to provide individualized, highly strategic Investment consulting. Relationship Managers have access to a full range of wealth building, managing, and preserving services throughout the Firm that they will offer to the clients of the Financial Advisor teams they join. DUTIES AND RESPONSIBILITIES Advise clients in accordance with the Team's agreed upon strategy Analyze investment opportunities and client needs, and recommend appropriate strategies Maintain and develop client relationships by developing strategies to meet their financial goals through the use of financial planning and wealth management Prepare and deliver presentations\u002Fseminars to clients and prospects for business development purposes, as needed Comply with all industry rules and regulations Additional tasks as needed EDUCATION AND\u002FOR EXPERIENCE Minimum of bachelor’s degree or comparable professional certification required Active Series 7, 63 and must maintain investment adviser representative (RA) registration, where required, in their place of business state and any other state(s) where the individual maintains a physical place of business. Additional product licenses may be required Product and state licenses must be in parallel to Financial Advisors on the Team At least 5 year(s) of business experience and proven success in a previous career Minimum of 5 years FINRA Registration preferred KNOWLEDGE\u002FSKILLS Extensive knowledge around financial industry and product knowledge Ability to communicate effectively with co-workers and clients Excellent written and oral communication skills Knowledge of applicable compliance rules and regulations and firm policies REPORTS TO: Branch Manager or Associate Market Manager 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-offices into your browser. Salary range for the position: $80,168 and $125,000 per year. 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 0 Vacation Days annually), 10 Paid Holidays, 401(k), and Short\u002FLong Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1950,"slug":1951,"title":1952,"location":10,"raw_job_location_address_addressLocality":762,"raw_hiringOrganization_logo_url":10,"raw_description":1953},75529,"pwm-director-of-investments-ms-smith-barney-llc","PWM Director of Investments","POSITION SUMMARY: The Director of Investments provides exceptional service to our clients and support Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F teams on a daily basis. The Director of Investments is a senior service level position for a Financial Advisor(s) (FAs)\u002F Private Wealth Advisor(s) (PWAs)\u002F teams who is responsible for helping clients achieve their investment goals by developing, maintaining, and overseeing the strategic investment policy and program at the direction of the FA\u002FPWA\u002Fteam. This industry professional leads the oversight of the team’s reporting, and performance metrics while reviewing asset allocation models with the FA\u002FPWA\u002Fteam. This professional must have strong organizational, analytical and communication skills to effectively discuss investment strategies with the FA\u002FPWA\u002Fteam. DUTIES and RESPONSIBILITIES: Reviews and oversees investment functions including the oversight of policies, procedures, reporting and performance metrics via firm approved resources and systems Partners with FA\u002FPWA\u002Fteam on the selection and oversight of investment managers, the development of asset allocation models and executes the implementation of the investment strategy Establishes relationships within the investment community to ensure access to best-in-class research and managers Evaluates investment managers on behalf of FA\u002FPWA\u002Fteam, if necessary, to re-balance assets and terminate and hire managers to ensure managers and investment mandates align with the investment policy Reviews and sharing insights regarding the appropriate benchmarks for the current asset allocation to the FA\u002FPWA\u002Fteam At the request of FA\u002FPWA\u002Fteam, participating in existing client and\u002For prospective client meetings, representing the service lens Serve as a coordinator for business matters related to the team, ensuring that they are directed to the appropriate contact, addressed properly, efficiently and judiciously, and track progress until resolved At the direction of the client and\u002For FA\u002FPWA\u002Fteam, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and\u002For Experience 10+ years of work experience in a field relevant to the position required Advanced degree or professional certification or prior industry experience required Active Series 7 (GS) and Series 66 (AG\u002FRA) or Series 63 (AG) and Series 65 (RA) required Additional product licenses may be required Knowledge\u002FSkills 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: Market Business Service Officer and\u002For 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:\u002F\u002Fwww.morganstanley.com\u002Fabout-us\u002Fglobal-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:\u002F\u002Fwww.morganstanley.com\u002Fpeople-opportunities\u002Feeo. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do",{"id":1955,"slug":1956,"title":9,"location":10,"raw_job_location_address_addressLocality":1957,"raw_hiringOrganization_logo_url":10,"raw_description":1479},75530,"client-relationship-analyst-ms-smith-barney-llc-16","BARRE, PA - CROSS CREEK POINTE"]