Morgan Stanley
Private Wealth Management Registered Client Service Associate
New Orleans, Louisiana · On-site · Full-time · Posted Aug 11, 2026
- Experience
- Two or more years of industry experience preferred.
- Education
- High School Diploma/Equivalency; college degree preferred.
About the job
Provides client service and administrative support to Financial Advisors and Private Wealth Advisors, including account servicing, transactions, onboarding, and scheduling.
What you'll do
- Support client relationships by handling service requests, money movement, account questions, account documentation, and digital-tool enrollment.
- Onboard and maintain client accounts and assist advisor teams with marketing and business-plan activities.
- Manage calls, calendars, travel, expense reports, and general office support.
What they ask for
- High School Diploma/Equivalency.
- Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
- Knowledge of financial services products.
- Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint).
Nice to have
- College degree.
- Two or more years of industry experience.
Tools
Microsoft Office, Word, Excel, Outlook, PowerPoint, MSOnline, eSign, eAuthorization, Zoom
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