Service Advisor jobs at Asbury Automotive Group - 26 jobs

The Service Advisor is the face of the dealership for service customers. It is the Service Advisor's responsibility to present and sell needed products, and or, services to the customer in a professional manner while adhering to the manufacturer's published maintenance schedule and requirements. In doing so it is expected that the Service Advisor will build rapport with the customer to promote customer satisfaction and customer retention. Greet customers in a timely, friendly manner and obtain pertinent vehicle information Actively promote and build rapport with the customer Advise customers on the care and the value of maintaining their vehicles in accordance with manufacturers' specifications Generate and provide customer with a complete and accurate estimate of repair Establish and communicate completion time of repair with customer and technician Answer incoming service calls Maintain and schedule service appointments Follow prescribed procedures for customer post follow-up resulting in return visits, increased sales and admirable CSI (Customer Satisfaction Index) Strictly follow the manufacturer's warranty guidelines and procedures Conduct business in an honest manner that maintains the manufacturer Customer Satisfaction Index (CSI) at or above Asbury's specified goal(s) in service for district, regional and national scores Comply with all federal, state and local laws, and company policy, regarding the safeguarding all customer, company and manufacturer information, as well as customers vehicle and property Must be able to manage in a fast paced work environment with limited supervision Must have great customer service, phone and computer skills Previous automotive Service Advisor experience heavily preferred Must be a minimum of eighteen years of age Must have a valid driver's license Must be able to pass pre-employment screening (background & drug test) Company Benefits: Pay and Recognition: Paid holidays & paid time off Deferred Holiday Pay Match Paid training Stock Awards(select management and front-line team member's eligible Insurance / Retirement: Insurance: medical, vision, dental, accident, critical illness and hospital indemnity plans Up to 12 weeks paid pregnancy leave (disability leave) Paid Parental Leave Health savings Flex spending accounts (tax free) Short-term and Long-term disability plans Life Insurance (Whole Life and Term) 401k with company match Learning, Tuition Assistance and Career Development: Digital career path tool to assist with career development Continuous training through Asbury's Internal Learning Management System Professional growth and development opportunities Additional advantages: Student loan relief resources Employee assistance program Employee discounts on parts and service repairs Scholarship awards Opportunities to join our community service initiatives, which includes paid volunteer hours Aggressive Employee referral program with bonus opportunities INDADVISOR

As a Service Advisor, you'll be part of a nationwide team servicing 20,000 cars a day and building customer loyalty that spans generations. Along with your communication skills and automotive knowledge, you'll utilize leading-edge technology to uncover selling opportunities that keep drivers safe in their vehicles.Position Overview Working in our state of the art service departments, the Service Advisor acts as the go-between for Service Technicians and customers. In this position, you'll be able to get out from behind the desk and play an active role in the service lane. AutoNation will look to you to explain the Service Technician's recommendations to the customer in easy-to-understand language - and suggest up-sell opportunities to keep the customer's vehicle safe. What Will I Do Every Day? Set, confirm and prepare for appointments with customers so they can have a great service experience Meet or exceed targeted sales goals & the targeted customer satisfaction index Greet customers in a friendly manner when they arrive Determine vehicle needs based on customer information and a vehicle walk-around, inspections and test drives Use a consultative selling process to assist customers in planning for ongoing required maintenance of their vehicle Produce repair orders for customers, including cost and time estimates, with full transparency Communicate frequently with technicians and parts associates to ensure timely completion of work Follow up with customers on the status of their vehicle, based on how the customer wants to be informed Follow up with customers to ensure satisfaction Gain superior product knowledge to effectively help customers Provide an exceptional customer experience to drive loyalty What are the requirements for this job? High school diploma or equivalent Proven ability to provide an exceptional customer experience Ability to set and achieve targeted goals Prior sales experience preferred but not required Demonstrated communication, consultative, interpersonal and organizational skills The willingness to follow up with customers Experience and desire to work with technology Valid in-state driver's license and an acceptable, safe driving record Exciting Benefits and Perks Await You: Competitive compensation and 401k matching Enjoy a healthy work-life balance with insurance plans (health, dental, vision) and maternity benefits. Associate purchase and discount programs for new and pre-owned vehicles, services, parts, collision, accessories, and AutoGear Access amazing deals and discounts through YouDecide, a website with offers from top providers and retailers Join our DRVPNK mission to raise and donate millions of dollars to cancer research and treatment, partnering with cancer charities nationwide AutoNation is one of the largest automotive retailers in the United States, offering innovative products, exceptional services, and comprehensive solutions, empowering our customers to make the best decisions for their needs. With a network of dealerships nationwide strengthened by a recognized brand, we offer a wide variety of new and used vehicles, customer financing, parts, and provide expert maintenance and repair services. Through DRV PNK, we have raised over $40 million for cancer-related causes, demonstrating our commitment to making a positive difference in the lives of our Associates, Customers, and the communities we serve. AutoNation is committed to creating a diverse, equitable, and inclusive environment in our workplace and the services we provide. We welcome candidates from all backgrounds who are passionate about making a positive impact. Even if you do not meet every requirement, we encourage you to apply. Join our team and help us foster a culture of belonging while contributing to our revolutionary work in the automotive industry. We value innovation, teamwork, and a commitment to making a positive impact in the world.

Nalley Lexus of Roswell, a subsidiary of Asbury Automotive Group, which is the 5th largest automotive retailer in the country with over 77 stores and over 29 brands, is currently looking for an Experienced Service Advisor with a Proven Track Record! With our rich history of success and growth, we are looking to expand our workforce and are currently looking for driven, excited, dedicated individuals that are excited at the opportunity to join a winning team, and continue to drive home the culture of success that has been built. We are looking for experienced service advisors to join our team, and help support our state of the art service facilities. Experienced Service Advisors Minimum Base - with Percentage of Overall Service We run a large volume, so there is always opportunity to earn great, steady income for our advisors. Job Description Job Responsibilities * Generating service order estimations and quotes for customers * Scheduling appointments, and maintaining an organized schedule * Conducting post-repair follow up * Resolving customer complaints * Continue to maintain Nalley's value, quality, and integrity Job Qualifications *Ability to work hard with limited supervision * Service Advisor experience REQUIRED * Must be able to manage in a fast paced work environment * Must have great customer service skills * Must be able to pass pre-employments screens (Background & Drugs) Qualifications Full-Time Benefits * Medical, Dental and Vision Insurance Available * 401K Retirement * Flexible Medical Spending Accounts *Supplemental Life Insurance * Short Term and Long Term Disability Packages * Paid Vacation Time Off After 90 Days * Paid Training * Promotions from Within If you have experience in any of the following apply now! Service Advisor, Sales Advisor, Service Consultant, Automotive Service Sales, Auto Service, Vehicle Service Sales, Auto Customer Service, Service Agent, Customer Service, Sales, Service Estimator, Estimator, Vehicle Estimator, Auto Estimator, Automotive Estimator, Service Advisor. Apply Here: ********************************** Additional InformationAll your information will be kept confidential according to EEO guidelines.

The Service Advisor is the face of the dealership for service customers. It is the Service Advisor's responsibility to present and sell needed products, and or, services to the customer in a professional manner while adhering to the manufacturer's published maintenance schedule and requirements. In doing so it is expected that the Service Advisor will build rapport with the customer to promote customer satisfaction and customer retention. Greet customers in a timely, friendly manner and obtain pertinent vehicle information Actively promote and build rapport with the customer Advise customers on the care and the value of maintaining their vehicles in accordance with manufacturers' specifications Generate and provide customer with a complete and accurate estimate of repair Establish and communicate completion time of repair with customer and technician Answer incoming service calls Maintain and schedule service appointments Follow prescribed procedures for customer post follow-up resulting in return visits, increased sales and admirable CSI (Customer Satisfaction Index) Strictly follow the manufacturer's warranty guidelines and procedures Conduct business in an honest manner that maintains the manufacturer Customer Satisfaction Index (CSI) at or above Asbury's specified goal(s) in service for district, regional and national scores Comply with all federal, state and local laws, and company policy, regarding the safeguarding all customer, company and manufacturer information, as well as customers vehicle and property Must be able to manage in a fast paced work environment with limited supervision Must have great customer service, phone and computer skills Previous automotive Service Advisor experience heavily preferred Must be a minimum of eighteen years of age Must have a valid driver's license Must be able to pass pre-employment screening (background & drug test) Company Benefits: Pay and Recognition: Paid holidays & paid time off Deferred Holiday Pay Match Paid training Stock Awards(select management and front-line team member's eligible Insurance / Retirement: Insurance: medical, vision, dental, accident, critical illness and hospital indemnity plans Up to 12 weeks paid pregnancy leave (disability leave) Paid Parental Leave Health savings Flex spending accounts (tax free) Short-term and Long-term disability plans Life Insurance (Whole Life and Term) 401k with company match Learning, Tuition Assistance and Career Development: Digital career path tool to assist with career development Continuous training through Asbury's Internal Learning Management System Professional growth and development opportunities Additional advantages: Student loan relief resources Employee assistance program Employee discounts on parts and service repairs Scholarship awards Opportunities to join our community service initiatives, which includes paid volunteer hours Aggressive Employee referral program with bonus opportunities INDADVISOR

Coggin Acura Ft. Pierce, a subsidiary of Asbury Automotive Group, which is the 5th largest automotive retailer in the country with over 77 stores and over 29 brands, is currently looking for Sales Professionals! Job Description Nalley Infiniti of Marietta, a subsidiary of Asbury Automotive Group, which is the 5th largest automotive retailer in the country with over 85 stores and over 29 brands, is currently looking for an Experienced Service Advisor with a Proven Track Record! With our rich history of success and growth, we are looking to expand our workforce and are currently looking for driven, excited, dedicated individuals that are excited at the opportunity to join a winning team, and continue to drive home the culture of success that has been built. We are looking for experienced service advisors to join our team, and help support our state of the art service facilities. Experienced Service Advisors Minimum Base - with Percentage of Overall Service We run a large volume, so there is always opportunity to earn great, steady income for our advisors!! Qualifications Job Responsibilities Generating service order estimations and quotes for customers Scheduling appointments, and maintaining an organized schedule Conducting post-repair follow up Resolving customer complaints Continue to maintain Nalley's value, quality, and integrity Job Qualifications Ability to work hard with limited supervision Service Advisor experience heavily preferred Must be able to manage in a fast paced work environment Must have great customer service skills Must be able to pass pre-employments screens (Background & Drugs) Full-Time Benefits Medical, Dental and Vision Insurance Available 401K Retirement Flexible Medical Spending Accounts Supplemental Life Insurance Short Term and Long Term Disability Packages Paid Vacation Time Off After 90 Days Paid Training Promotions from Within If you have experience in any of the following apply now! Service Advisor, Sales Advisor, Service Consultant, Automotive Service Sales, Auto Service, Vehicle Service Sales, Auto Customer Service, Service Agent, Customer Service, Sales, Service Estimator, Estimator, Vehicle Estimator, Auto Estimator, Automotive Estimator, Service Advisor. Apply Here: ********************************** Additional Information

The Service Advisor is the face of the dealership for service customers. It is the Service Advisor's responsibility to present and sell needed products, and or, services to the customer in a professional manner while adhering to the manufacturer's published maintenance schedule and requirements. In doing so it is expected that the Service Advisor will build rapport with the customer to promote customer satisfaction and customer retention. Greet customers in a timely, friendly manner and obtain pertinent vehicle information Actively promote and build rapport with the customer Advise customers on the care and the value of maintaining their vehicles in accordance with manufacturers' specifications Generate and provide customer with a complete and accurate estimate of repair Establish and communicate completion time of repair with customer and technician Answer incoming service calls Maintain and schedule service appointments Follow prescribed procedures for customer post follow-up resulting in return visits, increased sales and admirable CSI (Customer Satisfaction Index) Strictly follow the manufacturer's warranty guidelines and procedures Conduct business in an honest manner that maintains the manufacturer Customer Satisfaction Index (CSI) at or above Asbury's specified goal(s) in service for district, regional and national scores Comply with all federal, state and local laws, and company policy, regarding the safeguarding all customer, company and manufacturer information, as well as customers vehicle and property Must be able to manage in a fast paced work environment with limited supervision Must have great customer service, phone and computer skills Previous automotive Service Advisor experience heavily preferred Must be a minimum of eighteen years of age Must have a valid driver's license Must be able to pass pre-employment screening (background & drug test) Company Benefits: Pay and Recognition: Paid holidays & paid time off Paid training Stock Awards(select management and front-line team member's eligible Insurance / Retirement: Insurance: medical, vision, dental, accident, critical illness and hospital indemnity plans Up to 12 weeks paid pregnancy leave (disability leave) Paid Parental Leave Health savings Flex spending accounts (tax free) Short-term and Long-term disability plans Life Insurance (Whole Life and Term) 401k with company match Learning, Tuition Assistance and Career Development: Digital career path tool to assist with career development Continuous training through Asbury's Internal Learning Management System Professional growth and development opportunities Additional advantages: Student loan relief resources Employee assistance program Employee discounts on parts and service repairs Scholarship awards Opportunities to join our community service initiatives, which includes paid volunteer hours Aggressive Employee referral program with bonus opportunities INDADVISOR

Earn between $50k - $75k a year! The Customer Service Representative is the face of the dealership for service customers. It is the Customer Service Representative's responsibility to present and sell needed products, and or, services to the customer in a professional manner while adhering to the manufacturer's published maintenance schedule and requirements. In doing so it is expected that the Customer Service Representative will build rapport with the customer to promote customer satisfaction and customer retention. Greet customers in a timely, friendly manner and obtain pertinent vehicle information Actively promote and build rapport with the customer Advise customers on the care and the value of maintaining their vehicles in accordance with manufacturers' specifications Generate and provide customer with a complete and accurate estimate of repair Establish and communicate completion time of repair with customer and technician Answer incoming service calls Maintain and schedule service appointments Follow prescribed procedures for customer post follow-up resulting in return visits, increased sales and admirable CSI (Customer Satisfaction Index) Strictly follow the manufacturer's warranty guidelines and procedures Conduct business in an honest manner that maintains the manufacturer Customer Satisfaction Index (CSI) at or above Asbury's specified goal(s) in service for district, regional and national scores Comply with all federal, state and local laws, and company policy, regarding the safeguarding all customer, company and manufacturer information, as well as customers vehicle and property Must be able to manage in a fast paced work environment with limited supervision Must have great customer service, phone and computer skills Previous automotive Service Advisor experience heavily preferred Must be a minimum of eighteen years of age Must have a valid driver's license Must be able to pass pre-employment screening (background & drug test) Company Benefits: Pay and Recognition: Paid holidays & paid time off Deferred Holiday Pay Match Paid training Stock Awards(select management and front-line team member's eligible Insurance / Retirement: Insurance: medical, vision, dental, accident, critical illness and hospital indemnity plans Up to 12 weeks paid pregnancy leave (disability leave) Paid Parental Leave Health savings Flex spending accounts (tax free) Short-term and Long-term disability plans Life Insurance (Whole Life and Term) 401k with company match Learning, Tuition Assistance and Career Development: Digital career path tool to assist with career development Continuous training through Asbury's Internal Learning Management System Professional growth and development opportunities Additional advantages: Student loan relief resources Employee assistance program Employee discounts on parts and service repairs Scholarship awards Opportunities to join our community service initiatives, which includes paid volunteer hours Aggressive Employee referral program with bonus opportunities INDADVISOR

**_What Customer Service Operations contributes to Cardinal Health_** Customer Service is responsible for establishing, maintaining and enhancing customer business through contract administration, customer orders, and problem resolution. Customer Service Operations is responsible for providing outsourced services to customers relating to medical billing, medical reimbursement, and/or other services by acting as a liaison in problem-solving, research and problem/dispute resolution. **_Job Summary_** The Representative II, Customer Service Operations processes orders for distribution centers and other internal customers in accordance to scheduling, demand planning and inventory. The Representative II, Customer Service Operations administers orders in internal systems and responds to customer questions, clearly communicating delays, issues and resolutions. This job also processes non-routine orders, such as product samples, and ensures that special requirements are included in an order. **_Responsibilities_** + Processes routine customer orders according to established demand plans, schedules and lead times using SAP and other internal systems. Enters all necessary order information, reviews order contents, and ensures that orders are closed once completed. + Responds to inquiries from internal customers, such as Distribution Centers, regarding order tracking information as well as on-hold, back order and high priority statuses. + Identifies and communicates resolutions to order delays, missing information, and product availability based on customer profiles. + Uses dashboards and reporting from internal systems to identify causes of order issues, such as lack of inventory or invalid measures or requirements in the order. Creates visuals and conducts analyses as necessary to understand and communicate order data and issues. + Coordinates with a variety of internal stakeholders, including Planners and externally-facing Customer Service Representatives, regarding customer issues. + For international shipping and in cases of special order requirements, coordinates with Quality and Global Trade teams in order to ensure compliance of orders. + Processes orders for product samples and trials, coordinating with Marketing teams as necessary to understand the purpose and requirements of the samples. **_Qualifications_** + High school diploma, GED or equivalent, or equivalent work experience, preferred + 2-4 years' experience in high volume call center preferred where communication and active listening skills have been utilized + Previous experience working in a remote/work from home setting is preferred + Prior experience working with Microsoft Office is preferred + Prior experience working with order placement systems and tools preferred + Customer service experience in prior healthcare industry preferred + Root cause analysis experience preferred + Familiarity with call-center phone systems preferred + Excellent Phone Skills with a focus on quality + Previous experience being able to achieve daily call center metrics including but not limited to average handle time, adherence, average speed to answer, QA **_What is expected of you and others at this level_** + Applies acquired job skills and company policies and procedures to complete standard tasks + Works on routine assignments that require basic problem resolution + Refers to policies and past practices for guidance + Receives general direction on standard work; receives detailed instruction on new assignments + Consults with supervisor or senior peers on complex and unusual problems **Anticipated hourly range:** $15.75 per hour - $18.50 per hour **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 03/13/2026 *if interested in opportunity, please submit application as soon as possible. _The hourly range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity._ \#LI-DP1 _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************

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: CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: Supporting 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 ADMINISTRATIVE SUPPORT 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 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/union 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/F/Disability/Vet). 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 ***************************************************** into your browser. Salary range for the position: $33,280 - $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 10 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit 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/union 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/F/Disability/Vet).

**_What Data Management and Governance contributes to Cardinal Health_** The Data & Analytics Function oversees the analytics life-cycle in order to identify, analyze and present relevant insights that drive business decisions and anticipate opportunities to achieve a competitive advantage. This function manages analytic data platforms, the access, design and implementation of reporting/business intelligence solutions, and the application of advanced quantitative modeling. Data Management and Governance provides direction of data assets and is responsible for data strategy, quality, standards and service levels. Data management acquires, validates, standardizes, enriches, protects and publishes structured, third party and unstructured data for use by the business. Governance defines and implements policies, standards and metrics that ensure the effective and efficient use of trusted data and statistical models to support regulatory and business goals. **_Accountabilities in this role_** + Serves as a trusted resource for broad and deep Customer Master Data subject matter expertise in the context of developing new business processes and technology solutions + Leverage skills to drive efficiencies for Cardinal Health related to the understanding, review, extraction, correction, or provision of Master Data to consumers of Master data. + Will be an expert consulting on data integrity related to customers and how information flows between teams and systems to drive decisions + Consults directly on data-driven solutions for gaps in visibility & enabling proper reporting + Work with cross-functional partners across our highly matrixed organization to understand both upstream inputs to, and downstream impact of, current and future customer master data processes + Able to capture and communicate clearly how the work being done brings value to Cardinal Health and its customers + Other duties as assigned **Proficiencies desired:** + Ability to comfortably and confidently manipulate large-volume data sets to extract insights and drive action + Ability to write complex SQL queries, understand database schemas, and optimize performance for data extraction and manipulation + Demonstrated ability to develop, implement, and maintain data automation workflows using Python. + Experience with relevant Python libraries for database interaction (e.g., SQLAlchemy, Psycopg2), data manipulation (e.g., Pandas), and API integrations + Ability to analyze complex data problems, design efficient solutions, and troubleshoot automation workflows. + Proficiency in data ingestion procedures + Understanding of data layering concepts within a database + Proven ability to build and manage data automation and reporting solutions using open-source tools and programming languages, minimizing reliance on proprietary software + Ability to explain complex work in a way that will resonate with partners regardless of technical acumen. + Experience with process improvement methodologies + Proficiency in stakeholder management + Ability to create clear process and automation documentation + Ability to advise in strategic business initiatives on the requirements from Customer Master Data to protect or improve customer experience or efficiency of service + Ability to build and maintain positive relationships with many functional partners and stakeholders + Ability to comfortably and confidently consult on risk to service levels resulting from new process(es), in or outside our team **Familiarity with these is helpful:** + Understanding business concepts as they apply to various Cardinal Health functions and providing expertise on how Customer Master Data contributes to those functions + Experience working with Data Governance to identify opportunities for data cleanup that may deteriorate our ability to provide effective service efficiently + Experience as a leader, formally or informally, including direct or influential leadership + Familiarity with data visualization techniques and tools + Familiarity with Artificial Intelligence concepts and their practical application in the business + Understanding of data governance, quality, and remediation procedures + Familiarity with various factions of medical services or administration and their customers in the medical industry (Labs, 3rd party billers, nursing services, management services, GPOs, RPCs etc.) + Experience pursuing enhancements and defects for technology solutions (SAP, IBM, SFDC, etc.) + Understanding of contracts, liability, and risk mitigation + Familiarity with standard accounting practices + Knowledge of data standardization and classification + Adaptability to an ever-changing market **Qualifications** + 3-5 years of industry experience preferred + Process oriented, with experience in process mapping + Effective communication and facilitation skills to collaborate across various teams and leadership + Strong knowledge of Cardinal Heath business processes and systems preferred + Ability to manage multiple priorities and meet deadlines + Personal courage and resiliency + Self-driven and eager to learn + Trusted to do the right thing **_What is expected of you and others at this level_** + Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects + May contribute to the development of policies and procedures + Works on complex projects of large scope + Develops technical solutions to a wide range of difficult problems + Solutions are innovative and consistent with organization objectives + Completes work; independently receives general guidance on new projects + Work reviewed for purpose of meeting objectives + May act as a mentor to less experienced colleagues **Anticipated salary range:** $80,900 - $103,950 **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 1/20/2026 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************

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/monthly field service professional and/or 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/or Experience High School Diploma/Equivalency College degree preferred Industry experience is a plus Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Knowledge/Skills 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 ***************************************************** 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/union 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/F/Disability/Vet).

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: CLIENT SUPPORT: Provide service coverage for a FA/PWA/team including: * Supporting 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 ADMINISTRATIVE SUPPORT: * 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 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 ***************************************************** 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/union 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/F/Disability/Vet).

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: CLIENT SUPPORT: Provide service coverage for a FA/PWA/team including: * Supporting 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 ADMINISTRATIVE SUPPORT: * 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 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 ***************************************************** 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/union 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/F/Disability/Vet).

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: CLIENT SUPPORT: Provide service coverage for a FA/PWA/team including: • Supporting 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 ADMINISTRATIVE SUPPORT: • 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 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 ***************************************************** 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/union 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/F/Disability/Vet).

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: CLIENT SUPPORT: Provide service coverage for a FA/PWA/team including: • Supporting 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 ADMINISTRATIVE SUPPORT: • 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 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 ***************************************************** 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/union 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/F/Disability/Vet).

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/or 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/monthly field service professional and/or 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/or Experience 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 High School Diploma/Equivalency College degree preferred Knowledge/Skills 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 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/union 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/F/Disability/Vet). 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 ***************************************************** 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/union 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/F/Disability/Vet).

Senior 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: CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: Supporting 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 ADMINISTRATIVE SUPPORT: 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) At least 5 years of industry experience required Demonstrated strong performance in current role for the prior 2 years, if applicable 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 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 ***************************************************** 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/union 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/F/Disability/Vet).

Senior 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: CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: Supporting 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 ADMINISTRATIVE SUPPORT: 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) At least 5 years of industry experience required Demonstrated strong performance in current role for the prior 2 years, if applicable 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 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 ***************************************************** 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/union 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/F/Disability/Vet).

Are you an experienced customer service professional, looking to jumpstart your career in the financial sector? Are you a team player, looking to work with, learn from and grow within a collaborative organization? The Morgan Stanley Virtual Client Solutions team is seeking a Client Service Associate in our Alpharetta, GA location to help provide exceptional client service and guidance, as well as serve as operational and sales support to both new and existing clients and Financial Advisor teams. Position Overview : The Client Service Associate is responsible for understanding firm policies, procedures, and digital tools to best support new and existing clients. You will work alongside Financial Advisors to provide industry leading service to Morgan Stanley institutional client participants and retail clients to enhance the client experience, assist in safeguarding client assets, and provide guidance to clients as they navigate their finances. The ideal candidate enjoys connecting with people and will be able to provide insights and assistance across the scope of Morgan Stanley's products and solutions in a professional and efficient manner - while also staying up to date on both company products and services, as well as broader trends in the industry. Our robust training program, paired with your passion for personal development and growth, will provide you the tools and knowledge you will need to be successful in this role. How Morgan Stanley Client Services Professionals Make an Impact : Be an effective communicator: Adapt communication styles to adhere to a diverse array of people and situations and drive opportunities Be an innovative thinker: Develop and share new ideas to attract and retain clients and contribute to the future growth of the business Be a problem solver: Demonstrate empathy and help clients resolve issues when answering inbound phone calls and servicing client accounts, to create an exceptional client experience in a fast-paced environment Be eager to learn: Continuously improve understanding of investments and financial markets, through trainings and on the job learning to address client investment needs Be your own advocate: Strive for excellence in your role and work with your manager to prepare for future career advancements that align with your goals as a professional A Typical Workday as a Client Service Associate : Manage daily volume of inbound calls and emails from participants, providing world-class customer service to both internal and external clients in all interactions Strengthen and enhance existing client relationships through the processing of client requests, timely resolving of client inquiries, and making sure key client information and documentation is up to date Conduct outreach to maintain strong relationships with client base and identify Firm services and solutions, such as digital, online access and cash management offerings, that support clients' needs Identify opportunities to deepen existing relationships through a referral-based model; balance efficient issue resolution with discovery conversations to identify opportunities for deepening client relationships Onboard new client accounts by collecting and inputting required documentation and client information Apply Firm verification policies and procedures for all clients to avoid identity theft and fraudulent activity Recognize and mitigate risk, ensure a deep understanding of and adherence to all policies and procedures; uphold requirements of the Quality Assurance guidelines Other duties as assigned Benefits of being a Morgan Stanley Client Service Associate : 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 Opportunity to launch your career and gain your Series 7 and Series 66 licenses Benefit from a competitive base salary and a wide range of additional 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 Skills You Bring : High School Diploma/Equivalency, Bachelor's degree preferred Relevant industry and customer service experience preferred Opportunity to launch your career and gain your Series 7 and Series 66 licenses Must be able to work an 8-hour shift schedule between 6 am to 8 pm (EST) Monday-Friday ETrade group offers late shift from 3:30 pm to 12 am EST Monday-Friday Ability to handle a high volume of requests in a fast-paced environment Exceptional interpersonal and client service skills A passion for understanding participants' financial needs in an objective manner and seamlessly deliver the full value of the firm Strong computer skills and knowledge of Microsoft Office products 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. 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, achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. 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/union 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/F/Disability/Vet). 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 ***************************************************** 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/union 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/F/Disability/Vet).