Morgan Stanley
Registered Client Service Associate
Alpharetta, Georgia · On-site · Full-time · Posted Oct 28, 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 serving clients, maintaining accounts, processing transactions, and coordinating business and administrative activities.
What you'll do
- Manage client relationships, respond to requests, onboard and maintain accounts, and process money movements and client-directed orders.
- Prepare financial plans and meeting materials, review account alerts, and help clients use firm services and digital platforms.
- Support Financial Advisors with business planning, marketing, client events, and daily administrative tasks.
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.
- College degree.
Tools
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
Model-written summary · the original posting is authoritative