Morgan Stanley
Registered Client Service Associate
$34K–$90K
Brea, California · On-site · Full-time · Posted Oct 28, 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, and client relationship support.
What you'll do
- Support client relationships by handling account questions, money movement, account onboarding, and clerical order entry.
- Help clients use digital tools and support advisor teams’ marketing strategies and business plans.
- Handle administrative tasks such as calls, calendar coordination, travel itineraries, expense reports, and document filing.
What they ask for
- 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).
- Strong organizational, writing, interpersonal, and client service skills.
Nice to have
- College degree.
- Two or more years of industry experience.
Pay
$34,320.00 and $90,000.00 per year (USD) — base salary
Tools
MSOnline, eSign, eAuthorization, Microsoft Office, Word, Excel, Outlook, PowerPoint
Model-written summary · the original posting is authoritative