Morgan Stanley
Registered Client Service Associate
Atlanta, Georgia · On-site · Full-time · Posted Jul 13, 2026
- Experience
- Two or more years of industry experience preferred.
- Education
- High School Diploma/Equivalency; college degree preferred.
About the job
Supports Financial Advisors, Private Wealth Advisors, and their teams by serving clients, handling account-related service requests, and providing administrative assistance.
What you'll do
- Process client-directed money movements, support account onboarding and maintenance, and handle clerical account documentation and order entry.
- Answer client account questions, support client relationships, and help clients use digital tools.
- Provide administrative support, including calls, calendar coordination, travel itineraries, and expense reports.
What they ask for
- Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
- High School Diploma/Equivalency.
- 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
Model-written summary · the original posting is authoritative