Drimva

Morgan Stanley

Registered Client Service Associate

$35K–$75K

Durango, Colorado +1 · On-site · Full-time · Posted Oct 7, 2026

Location
Durango, Colorado
Denver, Colorado
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 Advisor teams, handling account servicing, client communications, and office coordination.

What you'll do

  • Support client relationships and service requests, including money movement, account questions, onboarding, and digital tool enrollment.
  • Provide clerical support for account documentation and orders at the direction of clients or Financial Advisor teams.
  • Handle administrative tasks such as calls, calendars, travel itineraries, expense reports, and 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

$35,000.00 - $75,000.00 USD base salary

Tools

Microsoft Office, Word, Excel, Outlook, PowerPoint, MSOnline, eSign, eAuthorization

Model-written summary · the original posting is authoritative

First seen Oct 28, 2026 · Last verified Nov 5, 2026 (UTC)