Morgan Stanley
Registered Client Service Associate
$75K–$110K
Napa, California · On-site · Full-time · Posted Oct 19, 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 day-to-day client service and administrative support to Financial Advisors, Private Wealth Advisors, and their teams, including account servicing, transactions, onboarding, and client communications.
What you'll do
- Support client relationships by handling account questions, money movement, account documentation, onboarding, and digital-tool enrollment under advisor direction.
- Assist with advisor business plans and marketing, maintain current knowledge of firm policies and platforms, and participate in firm initiatives.
- Handle administrative tasks such as calls, calendar coordination, travel itineraries, expense reports, and in-office document support.
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.
Pay
$75,000 and $110,000 per year (USD, base salary)
Tools
MSOnline, eSign, eAuthorization, Microsoft Office, Word, Excel, Outlook, PowerPoint
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