Morgan Stanley
Registered Client Service Associate
$25K–$83K
Madison, Connecticut · On-site · Full-time · Posted Oct 6, 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 client service and administrative support to Financial Advisors and Private Wealth Advisors, including account servicing, money movement, documentation, and client communications.
What you'll do
- Support advisor and client relationships by handling account questions, money movement, account onboarding, documentation, and order entry as directed.
- Educate clients on digital tools and assist advisor teams with marketing and business-plan activities.
- Handle administrative tasks such as calls, calendar coordination, travel itineraries, expense reports, and office support.
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, 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
$24,960 to $83,000 (annual salary; base salary)
Tools
Microsoft Office, Word, Excel, Outlook, PowerPoint, MSOnline, eSign, eAuthorization, Zoom
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