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lient Service Associate

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

* 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 a clerical capacity at the direction of the client and/or FA/PWA

* Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)

* 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 (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 Morgan Stanley EOE committed to diversifying its workforce.

* 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

* Detail orientated with superior organizational skills and ability to prioritize

* Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)

* Exceptional writing, interpersonal and client service skills

* Strong time management skills

* Team player with the ability to collaborate with others

* Ability to work in a fast-paced, evolving environment

* Adaptable and ability to multi-task

* Goal oriented, self-motivated and results driven

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the 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).

Tulare, CA – Seeking Emergency Medicine Assistant Medical Director

Join the Physician Partnership Where You Can Increase Your Impact

Vituity’s ownership model provides autonomy, local control, and a national system of support, so you can focus your attention where you want it to be – on your patients.

Join the Vituity Team. Vituity is a 100% physician-owned partnership and is led by frontline physicians that are all equitable owners. As an equal and valued partner from day one, our ownership model provides you with financial transparency, a comprehensive benefits package including profit distribution, and multiple career development opportunities. Our leadership understands what your practice needs to thrive and gives you autonomy and local control so you can provide care when, where, and how your patients need it. You are backed by a best-in-class corporate healthcare team and supported by the broad peer-level expertise of 6,000 Vituity clinicians. At Vituity we’ve cultivated an environment where passion thrives, and success comes through shared purpose. We were founded in a culture that values team accomplishments more than individual achievements, an approach we call “culture of brilliance.” Together, we leverage our strengths and experiences to make a positive impact in our local communities. We foster this through shared goals and helping our colleagues succeed, and we also understand the importance of recognition, taking the time to show appreciation and gratitude for a job well done.

Vituity Locations: Vituity has opportunities at 890 practices across the country, serving 14.5 million patients a year. With Vituity, if you ever need to move, you can take your job with you.

The Opportunity

• Oversee quality and safety initiatives.
• Collaborate with hospital quality personnel to ensure compliance with all relevant regulatory standards.
• Develop and implement projects to improve service excellence and patient experience.
• Compare patient feedback survey results to Vituity state/region averages and national benchmarks.
• Respond to written and verbal patient complaints in a timely manner utilizing service-recovery techniques.
• Track and trend patient complaints, including the QI director as necessary in concerning cases.
• Train and mentor providers in patient experience techniques.
• Coordinate with hospital-patient experience personnel.
• Coordinate efforts with key leaders in central operations.
• Participate and lead multidisciplinary meetings involving nursing, providers, and ancillary services.
• Initiate process improvement and engage hospital project management resources to implement change.
• Coordinate workflows with nursing leadership, case managers, social workers, and hospital ancillary services.
• Coaching underperformers and sharing best practices.
• Participate in the hospital-wide throughput committee.
• Create and champion clinical pathways.
• Develop relationships with appropriate inpatient resources, case managers, hospitalists, and palliative care.
• Develop relationships with appropriate outpatient resources such as skilled nursing facilities, sobering centers, urgent care centers, primary care physicians, and mental health crisis centers.
• Establish and actively manage an inventory of resources available for patients to assist in transition post-ED/post-inpatient.  Ensuring best practices are utilized with regard to handoffs for all transitions.
• Monitor site financial performance and identify and create new areas for growth and revenue.
• Develop an expertise and understanding of the yearly budget, financial performance measures and monitoring systems, and billing and reimbursement issues / systems.
• Improve patient census and billing practice statistics to optimize reimbursement for the practice.
• Maintain awareness and interactions with payers such as significant IPAs, Medical Groups, Foundations, ACOs associated with the hospital / health system.
• Coordinate efforts with key leaders in central operations.

Required Experience and Competencies

• Licensed physician as a Medical Doctor (M.D.) or Doctor of Osteopathic Medicine (D.O.) degree from an accredited medical school and completion of residency through an accredited residency program required.
• Maintain membership and privileges on Hospital’s medical staff and comply with and abide by the bylaws, rules and regulations, and the policies and procedures of Hospital’s medical staff where services are being provided required.
• Physician Partnership status required.
• Superior clinical skills to serve as role model by setting high standards preferred.
• Administrative experience and aptitude preferred.
• Interest in interpreting complex financial data and with understanding of finance and accounting as they relate to practice management preferred.
• Strong interpersonal and leadership skills; ability to motivate physicians and non-physicians, manage multiple assignments, work successfully with a diversity of people and locations, maintain good working relationships; Supportive team member; Ability to establish effective relationships quickly with both clients and non-clients preferred.
• Excellent verbal and written communication skills preferred.
• Excellent relationship building and process improvement skills preferred.
• Meeting facilitation.
• Excellent communication skills.
• Change management/Process improvement.
• Project management.
• Process improvement.
• Relationship building.
• Technology skills. 

The Practice

Adventist Health Tulare – Tulare, California

• Primary Stroke Center.
• 50-bed facility with a 12-bed Emergency Department.
• Annual volume of 36,000 with a 20% admit rate.
• Large network with availability of multiple specialists.

The Community

• Tulare, California, located in the heart of the San Joaquin Valley, is a vibrant agricultural hub with a rich history and a welcoming community.
• Known for its role in the dairy industry, Tulare is home to the World Ag Expo, the largest agricultural trade show in the world, showcasing the region’s deep farming roots.
• The city is surrounded by scenic landscapes, including the nearby Sequoia National Park, where residents and visitors can enjoy hiking, camping, and exploring giant sequoia trees.
• Tulare’s Mediterranean climate offers hot summers and mild winters, making it ideal for outdoor activities year-round.
• The city’s family-friendly atmosphere, affordable housing, and strong sense of community make it an attractive place to call home.
• With its central location, Tulare provides easy access to nearby cities like Fresno and Visalia, while still maintaining a peaceful, small-town charm.

Benefits & Beyond*

Vituity cares about the whole you. With our comprehensive compensation and benefits package, we are mindful of what matters most, and support your needs of today and your plans for the future.

• Superior Health Plan Options
• Dental, Vision, HSA, life and AD&D coverage, and more
• Partnership models allows a K-1 status pay structure, allowing high tax deductions
• Extraordinary 401K Plan with high tax reduction and faster balance growth
• Eligible to receive an Annual Profit Distribution/yearly cash bonus
• EAP and travel assistance included
• Student loan refinancing discounts
• Purpose-driven culture focused on improving the lives of our patients, communities, and employees

We are unified around the common purpose of transforming healthcare to improve lives and we believe everyone has a role to play in that. When we work together across sites and specialties as an integrated healthcare team, we exceed the expectations of our patients and the hospitals and clinics we work in. If you are looking to make a difference, from clinical to corporate, Vituity is the place to do it. Come grow with us.

Vituity does not discriminate against any person on the basis of race, creed, color, religion, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information (including family medical history), veteran status, marital status, pregnancy or related condition, or any other basis protected by law. Vituity is committed to complying with all applicable national, state and local laws pertaining to nondiscrimination and equal opportunity.

*Visa status applicants benefits vary. Please speak to a recruiter for more details.

Applicants only. No agencies please.

Nurse Practitioner | Critical Care

Location: Maryland

Employer: Barton Associates

Pay: Competitive weekly pay (inquire for details)

Start Date: ASAP

LocumJobsOnline is working with Barton Associates to find a qualified Critical Care NP in Maryland!

We are seeking a Critical Care Medicine Nurse Practitioner for a 36-day assignment with our client in Maryland, starting May 25, 2026. This role involves night shifts from 6 PM to 6 AM, with an additional hour for sign-out. The chosen candidate will cover nights in an ICU, focusing on post-operative cardiac care and performing various invasive procedures.

Responsibilities and Duties

• Provide overnight critical care coverage from 6 PM to 6 AM, with an additional hour for shift transition.
• Work collaboratively with at least one other Advanced Practice Provider, ideally as part of a three-APP night team.
• Manage patients in an ICU, focusing on post-operative cardiac care for transplant, EMCO, LVAD, bypass, and surgical patients.
• Perform invasive procedures including central line placement, arterial line placement, chest tube removal, and pacer wire removal.
• No call schedule required.

Additional Information

• Board Certifications: Critical Care Medicine, Acute Care Clinical Nurse Specialist - Adult Gerontology (ACCNS-AG), Acute Care Nurse Practitioner Certification (ACNP-BC)
• EMR: Epic

Benefits

• Strong compensation
• Travel-related expenses covered
• A-rated medical malpractice insurance provided
• Dedicated recruiter for future travel opportunities

What are Locum Tenens Jobs?

Locum tenens jobs, sometimes referred to as travel assignments, are contract positions that help meet patient care needs at various healthcare facilities and hospitals for a defined period. These roles can vary in length from a single week to over a year, often with options for extension.

Medical professionals who undertake locum or travel work possess the same qualifications as permanent staff and frequently opt for these roles due to benefits such as competitive remuneration and greater scheduling flexibility.

#LI-SC1

About Barton Associates

The Locum Tenens Experts

Barton Associates is a leading national locum tenens physician, physician assistant, dentist, CRNA, and nurse practitioner staffing company. Whether you need long term support for your practice, short term vacation coverage, immediate coverage due to an unplanned absence or resignation, or anything in between, our locum tenens experts are here to help.

The Best Talent in the Industry

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  Our experienced recruiting team conducts thorough interviews and reference checks to ensure that we have the best network of locum tenens physicians, dentists, physician assistants, and nurse practitioners in the industry – ready to go when you are.

  
  
  

Maximize Patient Access And Revenue

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  Locum tenens staffing through Barton Associates is an effective way for your organization to optimize patient access, ensure continuity of care, and maximize revenue generation.

  
  
  

Flexible Solutions Your Organization Needs To Thrive

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• Whether you need long term coverage for your practice, short term vacation coverage, or anything in between – you can trust Barton Associates to provide the flexible staffi­ng solutions your organization needs to thrive.
  

A Proactive Approach

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• We recruit new locums every day, actively help our physicians, dentists, physician assistants, and nurse practitioners obtain new licenses so they’re ready to work in your state at a moment’s notice. We can also help your organization credential locums in advance of a specific need – greatly improving your ability to react to unforeseen­ staffing challenges.
  

Fast, Easy, Efficient Hiring Process

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• From securing the perfect candidate to credentialing and travel-related issues, our experts handle the entire locum tenens staffing process for you – so you can focus on your practice. Just let us know what you need and we’ll take care of the rest!
  

Medical Malpractice Insurance Provided

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• Many agencies charge additional separate fees for medical malpractice coverage. Barton Associates provides ‘A’ rated medical malpractice insurance for our locum tenens providers on assignment at no additional charge.
  

Industry Leading Support

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• When you work with Barton, you’re supported by an entire team of experts; including recruiters, account managers, licensing and credentialing specialists,travel coordinators, and others with one goal — to make the process as fast, easy, and efficient as possible.
  

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