Morgan Stanley
Registered Client Service Associate
$35K–$90K
San Francisco, California · On-site · Full-time · Posted Sep 3, 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 and their teams, including account servicing, client communications, transactions, and office coordination.
What you'll do
- Support client relationships by handling account questions, money movement, account onboarding and maintenance, and clerical order entry.
- Educate clients on digital tools and support advisor business plans, marketing, and firm initiatives.
- Manage calls, calendars, travel, expenses, and general office tasks.
What they ask for
- High school diploma or 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 $90,000.00 per year (USD, base salary)
Tools
Microsoft Office, Word, Excel, Outlook, PowerPoint, MSOnline, eSign, eAuthorization, Zoom
Model-written summary · the original posting is authoritative