Morgan Stanley
Registered Client Service Associate
$33K–$85K
Washington, District of Columbia · On-site · Full-time · Posted Sep 15, 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 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 account questions, money movement, account onboarding, and clerical order entry.
- Educate clients on digital tools and support advisor business plans and marketing activities.
- Coordinate calls, calendars, meetings, travel, expense reports, and general office tasks.
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
$33,280 and $85,000 per year (USD, base salary)
Tools
Microsoft Office, Word, Excel, Outlook, PowerPoint, MSOnline, eSign, eAuthorization, Zoom
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