Morgan Stanley
Client Service Associate
Houston, Texas · On-site · Full-time · Posted Sep 15, 2026
- Experience
- No specific number of years stated; industry experience is a plus.
- Education
- High School Diploma/Equivalency; college degree preferred.
- Visa sponsorship
- Applicants must be legally authorized to work in the United States and must not require, now or in the future, sponsorship for employment visa status.
About the job
Provides day-to-day client service and administrative support to Financial Advisors, Private Wealth Advisors, and their teams.
What you'll do
- Handle client requests, including money movement transactions, account questions, documentation, and digital-tool enrollment.
- Support client relationships, advisor business plans, marketing, and compliance with current policies and procedures.
- Manage calls, calendars, meeting logistics, travel itineraries, expense reports, and general office tasks.
What they ask for
- High School Diploma/Equivalency.
- Willingness to obtain Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
- Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint).
- Strong organizational, prioritization, writing, interpersonal, and client service skills.
Nice to have
- College degree.
- Industry experience.
Tools
Microsoft Office, Word, Excel, Outlook, PowerPoint, MSOnline, eSign, eAuthorization
Model-written summary · the original posting is authoritative