Morgan Stanley
Registered Client Service Associate
$35K–$90K
Pasadena, California · On-site · Full-time · Posted Oct 12, 2026
- Experience
- Two or more years of industry experience preferred.
- Education
- High School Diploma/Equivalency; college degree preferred.
About the job
Provides day-to-day client service and administrative support to Financial Advisor teams, helping clients with account needs and maintaining client relationships.
What you'll do
- Support client accounts and relationships, including money movement, account information, documentation, and order entry at the direction of clients or the FA team.
- Help clients use digital tools and support the FA team’s marketing strategy and business plan.
- Handle administrative tasks such as calls, calendars, travel itineraries, expense reports, and in-office support.
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.
- Two or more years of industry experience.
Pay
$35,152 and $90,000 per year (USD, base salary)
Tools
Microsoft Office, Word, Excel, Outlook, PowerPoint, MSOnline, eSign, eAuthorization
Model-written summary · the original posting is authoritative