Morgan Stanley
Registered Client Service Associate
$25K–$83K
Madison, Connecticut · On-site · Full-time · Posted Oct 6, 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 coordination.
What you'll do
- Handle client account servicing, money movement, account onboarding and maintenance, and clerical order entry as directed.
- Respond to client calls and questions, support digital tool use, and help maintain client relationships and team marketing activities.
- Coordinate calendars, meetings, travel, expenses, and general office 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.
- Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint).
Nice to have
- College degree.
- Two or more years of industry experience.
Pay
$24,960 to $83,000 USD annual salary (base salary).
Tools
Microsoft Office, Word, Excel, Outlook, PowerPoint, MSOnline, eSign, eAuthorization, Zoom
Model-written summary · the original posting is authoritative