Morgan Stanley
Registered Client Service Associate
$72K–$90K
Newport Beach, California · 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.
- 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, Private Wealth Advisors, and their teams, including account servicing, transactions, onboarding, and scheduling.
What you'll do
- Support client relationships and account needs, including money movement, account information, documentation, and order entry at the direction of clients or advisor teams.
- Educate or enroll clients in digital tools and support advisor teams’ marketing and business plans.
- Handle administrative tasks such as calls, calendar coordination, travel itineraries, expense reports, and document filing.
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 preferred.
- Two or more years of industry experience preferred.
Pay
$72,200.00 and $90,000.00 USD per year (base salary)
Tools
MSOnline, eSign, eAuthorization, Microsoft Office, Word, Excel, Outlook, PowerPoint
Model-written summary · the original posting is authoritative