Morgan Stanley
Registered Client Service Associate
Raleigh, North Carolina · On-site · Full-time · Posted Sep 2, 2026
- Experience
- Two or more years of industry experience preferred.
- Education
- High School Diploma/Equivalency; college degree preferred.
About the job
Provides day-to-day client service and administrative support to Financial Advisors, Private Wealth Advisors, and their teams, including account servicing, transactions, onboarding, and office coordination.
What you'll do
- Support client relationships by handling service requests, money movement, account questions, onboarding, and digital-tool education.
- Provide clerical support for account documentation and orders, and help with advisor marketing and business plans.
- Handle administrative tasks such as calls, calendar coordination, travel itineraries, expense reports, and document processing.
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, including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.
- 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
Model-written summary · the original posting is authoritative