Morgan Stanley
Registered Client Service Associate
Newtown Square, Pennsylvania · On-site · Full-time · Posted Oct 9, 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 and private wealth advisors by handling account needs, transactions, onboarding, and team coordination.
What you'll do
- Support client relationships by processing money movements, handling account questions, onboarding accounts, and assisting with digital tools and account documentation.
- Assist advisors with client service plans, marketing activities, firm initiatives, and maintaining current knowledge of policies and platforms.
- Provide administrative support, including calls, calendar and meeting coordination, travel arrangements, expense reports, and document handling.
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.
Tools
Microsoft Office, Word, Excel, Outlook, PowerPoint, MSOnline, eSign, eAuthorization
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