Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care.
Compensation
Expected base pay rates for the role will be between $35,360 and $90,000 per year at the commencement of employment.
Responsibilities
Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current
Identify and assist with Firm services and solutions that support clients’ needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile
Confirm authorization and authenticate client when processing requests
Onboard and maintain client accounts, including collecting client information and required documentation, capturing and assessing risk, processing money movement transactions and handling estate needs as examples
Input orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment options and corporate actions with clients at the direction of Financial Advisors
Requirements
High School Diploma/Equivalency
College degree preferred
Nice to have: Two or more years of industry experience preferred
Provide exceptional client service and support to Wealth Management Advisors and teams.
Compensation
Salary range for the position: $50k-$95k/Yr.
Responsibilities
Cultivate relationships with business partners and colleagues internally and externally
Support the FA/PWA/team in enhancing new and existing client relationships by providing an exceptional client experience
Assist the FA/PWA/team in delivering against their client service model, including preparing for regular meetings as well as tracking follow-ups
Ensure all client service functions are performed in a timely manner, assigning work to team members on a daily basis if/as needed
Provide backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning clients accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity
Requirements
Four-year college degree or professional certification preferred
Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
Skills
T
Senior Quantitative Developer
True Talent Solutions Partners · Posted Nov 9, 2026
The Execution Risk team identifies, measures, monitors, manages and reports on risks across the firm’s portfolios. The team works to prevent financial loss from malfunctioning or mis controlled trading systems and protect the firm from regulatory failures.
Responsibilities
Identifies, measures, monitors, manages and reports on risks across the firm’s portfolios
Prevent financial loss from malfunctioning or mis controlled trading systems
Protects the firm from regulatory failures
Assess proposed new and materially modified algorithm documents and their pre- and post-trade controls, with authority to approve, reject and require remediation
Verify that controls are implemented as documented and are appropriate for each strategy, product
Requirements
Nice to have: Prior sign-off accountability through supervision, approval authority or incident ownership
Graduate training programme for entry‑level talent in the financial services industry
Responsibilities
Participate in the 3‑month FSTEP training programme and 9‑month on‑the‑job attachment with UOB Malaysia
Support daily operations within the assigned business unit (e.g., Retail Banking, Operations, Compliance, Technology & Operations, or Corporate Banking)
Assist in data analysis, reporting, and preparation of documents or presentations as required by the team
Collaborate with managers and team members to drive small projects and process improvement initiatives
Learn and apply banking fundamentals, digital tools, and regulatory requirements relevant to the role
The Macro Derivatives Middle Office Analyst joins the Markets Operations team to support the daily lifecycle of complex derivatives products (Interest Rate, FX, Options, Futures, and Treasury) while advancing automation and operational controls.
Locations (2)
Chicago, Illinois, United States
Charlotte, North Carolina, United States
Compensation
Pay Range: $98,345.00 - $115,700.00
Responsibilities
Support the daily processing and reconciliation of macro derivatives trades across multiple products and systems.
Monitor portfolio risk and profit-and-loss activity to ensure accuracy, transparency, and operational integrity.
Partner with Front Office trading teams and key business stakeholders to resolve issues and support strategic initiatives.
Analyze workflows and identify opportunities to increase efficiency through automation and process improvements
Develop and maintain VBA and Python-based tools that enhance reporting, reconciliation, and operational effectiveness.
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