Morgan Stanley
Registered Client Service Associate
Atlanta, Georgia · On-site · Full-time · Posted Oct 30, 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 scheduling.
What you'll do
- Support client relationships by handling account inquiries, money movement, account onboarding, documentation, and order entry as directed.
- Help clients use digital tools and assist advisor teams with service models, marketing, and business plans.
- Handle administrative tasks such as calls, calendars, meeting logistics, travel itineraries, and expense reports.
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.
- 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.
Tools
Microsoft Office, Word, Excel, Outlook, PowerPoint, MSOnline, eSign, eAuthorization, Zoom
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