Morgan Stanley
Registered Client Service Associate
Atlanta, Georgia · On-site · Full-time · Posted Sep 8, 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
Supports Financial Advisors and clients by managing service requests, account administration, transactions, and materials while helping deliver the firm’s services and client experience.
What you'll do
- Maintain client relationships, handle inquiries and account requests, and onboard and maintain accounts, including documentation and money movement.
- Support client transactions and prepare financial plans, reports, and meeting materials; review account alerts.
- Assist Financial Advisors with business planning, marketing, events, and daily administrative tasks.
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.
- Strong industry, product, and branch procedures knowledge; knowledge of financial services products.
- Strong computer skills and knowledge of Microsoft Office products.
Nice to have
- Two or more years of industry experience.
- College degree.
Tools
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
Model-written summary · the original posting is authoritative