Morgan Stanley
Registered Client Service Associate
$70K–$115K
Mclean, Virginia · On-site · Full-time · Posted Sep 17, 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, client communications, and office coordination.
What you'll do
- Support client relationships by handling service requests, account questions, money movement, onboarding, and documentation in a clerical capacity as directed.
- Help clients use digital tools and assist advisor teams with marketing, business plans, and ongoing policy and platform updates.
- Handle administrative work such as calls, calendar coordination, travel itineraries, 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, including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
- Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
Nice to have
- College degree
- Two or more years of industry experience
Pay
$70,000 and $115,000 per year (USD, base salary)
Tools
Microsoft Office, Word, Excel, Outlook, PowerPoint, MSOnline, eSign, eAuthorization
Model-written summary · the original posting is authoritative