Morgan Stanley
Registered Client Service Associate
Atlanta, Georgia · On-site · Full-time · Posted Sep 8, 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 account support to Financial Advisors by handling client requests, onboarding accounts, processing transactions, and maintaining materials and daily business operations.
What you'll do
- Build client relationships, answer inquiries, process requests, and keep account information and documentation current.
- Onboard and maintain accounts, process money movement and client-directed orders, prepare meeting materials, and review account alerts.
- Support Financial Advisors with business planning, marketing, client events, training, and administrative duties.
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.
- Strong writing, interpersonal, client service, organizational, and prioritization skills.
Nice to have
- Two or more years of industry experience.
- College degree.
Tools
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
Model-written summary · the original posting is authoritative