Long Beach, California, United States · On-site
$34k–$90k/yr
POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interact…
Skills: Financial services, Client service, Relationship management, Series 7, Series 66
Long Beach, California, United States · On-site
Overview Allied Universal®, North America’s leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborative workplace…
Skills: Access control, Visitor screening, Customer service, Security monitoring, Incident response
Long Beach, California, United States · On-site
Overview Allied Universal®, North America’s leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborative workplace…
Skills: Customer service, Security operations, Incident response, Patrolling, Communication
Long Beach, California, United States · On-site
Overview Allied Universal®, North America’s leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborative workplace…
Skills: Security patrol, Customer service, Incident reporting, Access control, Emergency response
Long Beach, California, United States · On-site
$23/hr–$28/hr
GSOC - PSOC Security Operator These duties include: Monitoring access control systems, video surveillance systems, and alarm systems, including targeted video surveillance during threat events (30%) Monitoring and commun…
Skills: Access control systems, Video surveillance, Alarm monitoring, Threat analytics, Incident reporting
Long Beach, California, United States · On-site
$38/hr–$53/hr
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expect…
Skills: Branch management, Retail banking, Team leadership, Coaching, Customer service
Long Beach, California, United States · On-site
$22/hr–$34/hr
Overview QXO is a leading distributor and installer of building products serving an $800 billion market. The company’s mission is to modernize the building products industry through advanced technology and a best-in-clas…
Skills: Customer service, Sales, Telemarketing, Prospecting, Order processing
Long Beach, California, United States · Remote Solely
JOB DESCRIPTION Job Summary Provides support for claims activities including reviewing and resolving member and provider complaints, and communicating resolution to members or authorized representatives in accordance wit…
Skills: Appeals and grievances, Claims processing, Managed care, Medicare, Medicaid
Long Beach, California, United States · On-site
$22/hr–$24/hr
Amazing things happen when you’re having fun and doing something you love. -Jenna Lyons Western National Property Management is looking to fill a Leasing Consultant position @ Pacific View Apartment Homes, a 200-un…
Skills: Sales, Customer service, Marketing, Communication, Microsoft Word
Long Beach, California, United States · On-site
$16/hr–$19/hr
Join Our Team as a Retail Sales Representative! Are you ready to dive into the fast-paced world of wireless technology and make a real impact? Join us as a Retail Sales Representative and become the energetic, friendly f…
Skills: Sales, Customer service, Communication, Wireless technology, Device troubleshooting
Long Beach, California, United States · On-site
$16/hr–$17/hr
AutoZone’s store teams are the frontline of WOW! Customer Service, ensuring that customers find the right parts and solutions for their automotive needs. Store employees maintain well-stocked inventory, assist customers …
Skills: Customer service, Automotive parts knowledge, Sales, Inventory management, Communication
Long Beach, California, United States · Remote Solely
JOB DESCRIPTION Job SummaryProvides non-clinical administrative support to the care management function, and contributes to interdisciplinary team efforts supporting provision of integrated delivery of care across the co…
Skills: Administrative support, Data entry, Case management support, Member screening, Scheduling
Long Beach, California, United States · On-site
$80k–$87k/yr
Assistant Executive Director/Administrator at Villa Redondo (RCFE) Schedule: Monday-Friday, 9am-5pm Villa Redondo Care is an assisted living facility for the elderly community (ages 59+) located in the Downtown Long Beac…
Skills: RCFE administration, Staff management, Regulatory compliance, Customer relations, Healthcare program development
Long Beach, California, United States · On-site
$26/hr–$28/hr
Overview Avanath is proud to be named one of the top property management companies that provide affordable housing for the workforce. Cultivating the American Dream is the purpose that binds the Avanath team. At Avanath,…
Skills: Rent Collection, Bookkeeping, Leasing, Customer Service, LIHTC Compliance
Long Beach, California, United States · On-site
$26/hr–$28/hr
Overview Avanath is proud to be named one of the top property management companies that provide affordable housing for the workforce. Cultivating the American Dream is the purpose that binds the Avanath team. At Avanath,…
Skills: Bookkeeping, Rent Collection, Leasing, Customer Service, Yardi Voyager
Bellflower, California, United States · On-site
$23/hr–$31/hr
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our c…
Skills: Customer service, Cash handling, Relationship building, Financial services, Account opening
Long Beach, California, United States · On-site
Hotel: Long Beach Hilton701 W Ocean Boulevard Long Beach, CA 90831 Full time Starting Compensation Compensation Range : 75,000.00 Expected Job Closing Date: 2026-09-09 Compensation is determined based on a variety of fac…
Skills: Housekeeping management, Team leadership, Staff scheduling, Payroll management, Budgeting
Long Beach, California, United States · On-site
$17/hr–$18/hr
We Put the World on Vacation Travel + Leisure Co. is the world’s leading vacation ownership and travel membership company, with a dynamic and growing portfolio of resort, travel club, and lifestyle travel brands. Our ded…
Skills: Customer service, Cash handling, Communication skills, Problem solving, Basic math
Irvine, California, United States · Remote OK
$72k–$130k/yr
At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big love we give our customers. All team members receive a competitive base salary and compensation package - this is Total Rew…
Skills: Sales, Prospecting, Cold calling, Networking, Lead generation
Long Beach, California, United States · On-site
R10100479 Unapplied Cash Specialist (Open) Location: Independence, OH - Rockside Woods Blvd - Management - North BSCKennesaw, GA (SAF) - Management - South BSC, Long Beach, CA - Management - West BSC, Tulsa, OK - W. 7th …
Skills: Accounts receivable, Cash applications, Billing, Collections, SAP
Long Beach, California, United States • On-site
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The Registered Client Service Associate provides exceptional service to clients and supports Financial Advisors with daily administrative and operational tasks. Responsibilities include executing money movement transactions, maintaining client accounts, and assisting with marketing and business planning efforts.
Candidates must hold a high school diploma or equivalent, with a college degree preferred. An active Series 7 and Series 66 (or Series 63 and 65) license is required, along with two or more years of industry experience.
POSITION SUMMARY:
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.
DUTIES and RESPONSIBILITIES:
Provide service covera ge for a FA/PWA/team including:
S upporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
Executing money movement transactions at the request of the client and/or FA/PWA/team
Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit)
Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA/team
Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team
Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance)
Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team
Supporting the FAs / PWAs / teams’ marketing strategy (e.g., website maintenance)
Assist FAs / PWAs/ teams in delivering against their business plan and client service model
Remaining current on all policies, procedures, and new platforms
Participating in firm initiatives (e. g., training or education programs) , special projects and/or other duties directed by local management
Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed)
Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
Assisting with general in-office support functions such as copying, filing and scanning documentation
Preparing and submitting expense reports for processing at the direction of the FA/PWA
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
High School Diploma/Equivalency
College degree preferred
Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Two or more years of industry experience preferred
Knowledge/Skills
Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
Detail orientated with superior organizational skills and ability to prioritize
Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
Exceptional writing, interpersonal and client service skills
Strong time management skills
Team player with the ability to collaborate with others
Ability to work in a fast-paced, evolving environment
Adaptable and ability to multitask
Goal oriented, self-motivated and results driven
Reports To:
Business Service Officer
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
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://www.morganstanley.com/people-opportunities/eeo.
Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With a 90-year history, Morgan Stanley today operates in 42 countries serving corporations, governments, institutions, families and individuals. Morgan Stanley is a talent business that demands ongoing investment in our people. Key drivers of our success have been the breadth and tenure of our talent, as well as a unique culture and a set of values that guide our employees. We view Morgan Stanley’s talent and culture as a key competitive advantage enabling the Firm to achieve its potential and drive future success. As an integrated firm with scaled capabilities, we partner with clients at every stage of their financial journey. Our ability to do so is grounded in four pillars that define Morgan Stanley: a clear and consistent strategy to help clients raise, manage and allocate capital; a culture grounded in rigor, humility and partnership; financial strength through capital, earnings power and durability; and growth driven by smart, strategic investment globally. These pillars enable Morgan Stanley to provide trusted advice, operate with resilience across market cycles and deliver long-term value to our clients and shareholders. Social Media Disclosures: mgstn.ly/SocialDisclosure
Offices: 1585 Broadway, New York, NY 10036, US · 2000 Westchester Ave, Purchase, New York 10577, US · 522 5th Ave, New York, US · 20 Bank Street, Canary Wharf, London, England E14 4AD, GB · 1 Austin Road West, Kowloon, Hong Kong, HK
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