Morgan Stanley
Registered Client Service Associate
San Antonio, Texas · On-site · Full-time · Posted Oct 7, 2026
- Experience
- Two or more years of industry experience preferred.
- Education
- High School Diploma/Equivalency; college degree preferred.
About the job
Provides client service and administrative support to Financial Advisors, Private Wealth Advisors, and their teams, including account servicing, transactions, onboarding, and coordination.
What you'll do
- Support client relationships by handling service requests, account questions, money movement, and account onboarding and maintenance.
- Provide clerical support for account documentation and orders, and help clients use digital tools.
- Manage administrative tasks such as calls, calendars, travel, 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.
- 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
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