Morgan Stanley
Registered Client Service Associate
$35K–$90K
Bethesda, Maryland · 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 by managing client service, account operations, and administrative and business-development activities.
What you'll do
- Maintain client relationships, respond to requests, and onboard and service accounts, including processing money movements and reviewing alerts.
- Support client meetings by preparing plans and reports, entering client-directed orders, and assisting with service and product solutions.
- Assist Financial Advisors with business planning, marketing, events, training, and day-to-day 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; writing, interpersonal, and client service skills.
- Computer skills and knowledge of Microsoft Office products.
Nice to have
- Two or more years of industry experience.
- College degree.
Pay
$35,360-$90,000 USD base salary
Tools
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
Model-written summary · the original posting is authoritative