Morgan Stanley
Registered Client Service Associate
Purchase, New York · On-site · Full-time · Posted Oct 30, 2026
- Education
- High School Diploma/Equivalency; college degree preferred.
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
- Support client relationships, execute requested money movement, answer general non-investment account questions, and assist with account documentation and digital tools.
- Coordinate calls, calendars, meetings, travel, expense reports, and general office support.
- Support advisor business plans and marketing, stay current on firm policies and platforms, and participate in firm initiatives and projects.
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, writing, interpersonal, client service, and time-management skills.
Nice to have
- College degree.
- Industry experience.
Pay
$17 and $43.27 per hour (base salary)
Tools
Microsoft Office, Word, Excel, Outlook, PowerPoint, MSOnline, eSign, eAuthorization, Zoom
Model-written summary · the original posting is authoritative