Morgan Stanley
Registered Client Service Associate
$32K–$90K
Northfield, New Jersey · On-site · Full-time · Posted Sep 15, 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 coordination.
What you'll do
- Handle client account requests, including money movement, account information, documentation, and orders as directed.
- Support client relationships, onboarding, digital tool use, and advisor business plans.
- Manage administrative tasks such as calls, calendars, travel, expense reports, and 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.
- Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint).
Nice to have
- College degree.
- Two or more years of industry experience.
Pay
$32,000 and $90,000 per year (base salary).
Tools
Microsoft Office, Word, Excel, Outlook, PowerPoint, MSOnline, eSign, eAuthorization
Model-written summary · the original posting is authoritative