Morgan Stanley
Registered Client Service Associate
$35K–$90K
San Mateo, 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.
- 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, transaction processing, onboarding, and relationship support.
What you'll do
- Handle client service requests, account questions, money movement, and clerical order entry under advisor direction.
- Onboard and maintain client accounts, process documentation, and help clients use digital tools.
- Provide administrative support, including calls, calendar coordination, travel, expenses, and 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.
- Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint).
Nice to have
- College degree.
- Two or more years of industry experience.
Pay
$35,152 and $90,000 per year (USD, base salary)
Tools
Microsoft Office, Word, Excel, Outlook, PowerPoint, MSOnline, eSign, eAuthorization, Zoom
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