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 handling account servicing, transactions, financial materials, and administrative and business-development activities.
What you'll do
- Maintain client relationships; respond to inquiries, process requests, and keep account information and documentation current.
- Onboard and maintain accounts, process money movements and client-directed orders, and prepare financial plans and meeting materials.
- Support Financial Advisors with business planning, marketing, client events, training, and daily administrative work.
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 writing, interpersonal, client service, organizational, and computer skills, including Microsoft Office products.
Nice to have
- Two or more years of industry experience.
- College degree.
Tools
Microsoft Office products, Morgan Stanley Online, Morgan Stanley Mobile
Model-written summary · the original posting is authoritative