Morgan Stanley
Registered Client Service Associate
Boca Raton, Florida · On-site · Full-time · Posted Jul 20, 2026
- Experience
- At least 5 years of industry experience; demonstrated strong performance in current role for the prior 2 years, if applicable.
- Education
- High School Diploma/Equivalency; college degree preferred.
About the job
Provides client service and administrative support to Financial Advisors, Private Wealth Advisors, and their teams, including account servicing, client communications, and office coordination.
What you'll do
- Support client relationships by handling account questions, money movement, onboarding, documentation, and digital-tool education.
- Provide administrative support, including phone calls, calendar and meeting coordination, travel arrangements, and expense reports.
- Assist advisor teams with business plans, marketing support, and firm initiatives.
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).
- At least 5 years of industry experience.
- Demonstrated strong performance in current role for the prior 2 years, if applicable.
Nice to have
- College degree.
Tools
Microsoft Office, Word, Excel, Outlook, PowerPoint, MSOnline, eSign, eAuthorization
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