Morgan Stanley
Registered Client Service Associate
$35K–$90K
New York, New York · On-site · Full-time · Posted Oct 16, 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
Supports Financial Advisors by delivering client service, maintaining accounts, processing requests, and coordinating business and administrative activities.
What you'll do
- Maintain client relationships, onboard and service accounts, process client requests and money movement, and respond to account alerts.
- Support Financial Advisors with client materials, business planning, marketing, meetings, and daily administrative tasks.
- Identify relevant firm services and solutions and help clients use digital offerings.
What they ask for
- Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
- High School Diploma/Equivalency.
- Strong industry, product, and branch procedures knowledge.
- Strong computer skills and knowledge of Microsoft Office products.
Nice to have
- Two or more years of industry experience preferred.
- College degree preferred.
Pay
$35,360 - $90,000 per year (USD, base salary)
Tools
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
Model-written summary · the original posting is authoritative