Morgan Stanley
Registered Client Service Associate
$35K–$90K
San Francisco, California · On-site · Full-time · Posted Sep 22, 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 day-to-day client service and administrative support to Financial Advisor teams, including account servicing, client communications, and office coordination.
What you'll do
- Support client relationships and handle account service requests, including money movement, account information, documentation, and order entry as directed.
- Assist clients with digital tools and support Financial Advisor teams’ marketing strategy 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
- Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
Nice to have
- College degree
- Two or more years of industry experience
Pay
$35,152.00 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