Morgan Stanley
Registered Client Service Asscicate
$35K–$90K
Mclean, Virginia · On-site · Full-time · Posted Sep 26, 2026
- Experience
- Two or more years of industry experience preferred.
- 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, including account servicing, transactions, client communications, and office coordination.
What you'll do
- Support client relationships by handling account questions, money movement, account onboarding and maintenance, and clerical order entry.
- Help clients use digital tools and support advisor marketing, business plans, and service models.
- Manage calls, calendars, meeting logistics, travel itineraries, expense reports, and general office tasks.
What they ask for
- Active Series 7 (GS) and Series 66 (AG/RA), or Series 63 (AG) and Series 65 (RA).
- Knowledge of financial services products, including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.
- Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint).
- Strong organizational, client service, writing, interpersonal, and time-management skills; ability to prioritize and multitask.
Nice to have
- College degree.
- Two or more years of industry experience.
Pay
$35,360 and $90,000 per year (base salary)
Tools
Microsoft Office, Word, Excel, Outlook, PowerPoint, MSOnline, eSign, eAuthorization, Zoom
Model-written summary · the original posting is authoritative